Mutual Funds

Displaying 5343 results
Interactive list of 2019 Lipper fund award winners
INVESTING MUTUAL FUNDS MAR 07, 2019
Interactive list of 2019 Lipper fund award winners

Full listing of all the funds honored, across all years of return and by category

By Ellie Zhu
10 things to know about TDFs
INVESTING RETIREMENT PLANNING MAR 06, 2019
10 things to know about TDFs

Teaser, 120-160 characters: If you're investing in a TDF, remember to choose your target date carefully.

By Jonathan Russell
Risk-averse investors push advisers to their creative limits
INVESTING RIAS MAR 06, 2019
Risk-averse investors push advisers to their creative limits

Financial advisers get creative to keep their conservative clients from losing ground to inflation.

By Jeff Benjamin
Vanguard share of target-date fund market becoming 'obscene'
INVESTING RETIREMENT PLANNING MAR 04, 2019
Vanguard share of target-date fund market becoming 'obscene'

The fund giant has ridden the wave of investors seeking lower costs, primarily as a result of retirement-plan lawsuits.

By Greg Iacurci
Vanguard using ETF portfolios to turn advisers into life coaches
INVESTING ETFS MAR 01, 2019
Vanguard using ETF portfolios to turn advisers into life coaches

The portfolios give advisers more time for the increasingly important task of reassuring jittery clients.

By Bloomberg
Vanguard lowers fees on some ETFs
INVESTING ETFS MAR 01, 2019
Vanguard lowers fees on some ETFs

In the latest round of the ETF price war, Vanguard pushes cost of its S&P 500 ETF below that of similar offerings from BlackRock, State Street

By Bloomberg
Morningstar brings Pimco flagship fund down down a peg
INVESTING MUTUAL FUNDS MAR 01, 2019
Morningstar brings Pimco flagship fund down down a peg

The 32-year-old Pimco Total Return Fund, made famous by Bill Gross, is cut to three stars.

By Jeff Benjamin
`Investing on steroids' pays off as thematic ETFs outperform
INVESTING ETFS FEB 28, 2019
`Investing on steroids' pays off as thematic ETFs outperform

Funds focused on solar power, marijuana and clean energy have gotten off to a strong start this year.

By Bloomberg
INVESTING RIAS FEB 28, 2019
March 9, 2009: Financial advisers share lessons, scars from rock bottom

As the day approached, advisers felt the pressure and clients lost patience.

By Jeff Benjamin
Fidelity says it fully discloses fund fees in 401(k) plans
INVESTING RETIREMENT PLANNING FEB 27, 2019
Fidelity says it fully discloses fund fees in 401(k) plans

Department of Labor is allegedly investigating asset manager's infrastructure fee that is the focus of a 401(k) lawsuit.

By Bloomberg
Are the economics of active management becoming unsustainable?
INVESTING RETIREMENT PLANNING FEB 27, 2019
Are the economics of active management becoming unsustainable?

Fidelity called the viability of a major fund platform into question, according to a report.

By Greg Iacurci
JPMorgan's $50 billion fund is cutting equities on dovish Fed
INVESTING EQUITIES FEB 26, 2019
JPMorgan's $50 billion fund is cutting equities on dovish Fed

Global Income Fund's manager sees junk bonds as a safer way to play the Fed-induced rally.

By Bloomberg
Social Finance plans no-fee ETFs
INVESTING ETFS FEB 25, 2019
Social Finance plans no-fee ETFs

Online lender SocialFinance will waive management fees on two stock funds for at least the first year

By Bloomberg
As volatility rises, United Capital gives advisers crash course in alts, options
INVESTING RIAS FEB 25, 2019
As volatility rises, United Capital gives advisers crash course in alts, options

Firm wants to add to advisers' tool kit so they can minimize client risk.

By Jeff Benjamin
The race to zero fees may be reaching its natural limits
INVESTING MUTUAL FUNDS FEB 21, 2019
The race to zero fees may be reaching its natural limits

It may well be that investors care more about other characteristics than no cost.

By Barry Ritholtz
Mortgage ETF is one of the most popular this year
INVESTING ETFS FEB 20, 2019
Mortgage ETF is one of the most popular this year

MBS exchange-traded fund is seeing demand from investors looking for safety and a little more yield.

By Bloomberg
Allianz says investors pulled $35 billion in Q4
INVESTING MUTUAL FUNDS FEB 15, 2019
Allianz says investors pulled $35 billion in Q4

Bulk of the outflow occurred at Allianz unit Pimco.

By Bloomberg
Investing legend Jeff Vinik gets a lukewarm reception
INVESTING RIAS FEB 15, 2019
Investing legend Jeff Vinik gets a lukewarm reception

His struggle to attract assets shows how low fees and passive investing have brought star managers back down to earth.

By Jeff Benjamin
Life is brutish and short for new ETFs
INVESTING OPINION FEB 15, 2019
Life is brutish and short for new ETFs

But a memorable stock ticker can give exchange-traded funds a boost.

By Barry Ritholtz
Finra catches Kestra Financial overcharging customers
INVESTING BROKER DEALERS FEB 14, 2019
Finra catches Kestra Financial overcharging customers

IBD agrees to repay customers $1.9 million in addition to a $225,000 fine

By Jeff Benjamin