Mutual Funds

Displaying 5360 results
Vanguard share of target-date fund market becoming 'obscene'
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
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
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
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
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
RIA NEWS 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
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?
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
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
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
RIA NEWS 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
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
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
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
RIA NEWS 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
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
INDEPENDENT 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
Financial advisers head to cash as stocks move up
RIA NEWS FEB 14, 2019
Financial advisers head to cash as stocks move up

Bigger cash weightings reveal a preference for safety over returns as the bull market ages

By Jeff Benjamin
Schwab, Fidelity expand commission-free ETF trading
ETFS FEB 12, 2019
Schwab, Fidelity expand commission-free ETF trading

Both will now offer more than 500 exchange-traded funds on a commission-free basis.

By Jeff Benjamin
Zero-fee ETFs are the elephant in the room at industry summit
MUTUAL FUNDS FEB 11, 2019
Zero-fee ETFs are the elephant in the room at industry summit

ETF fees have fallen, but so far no providers have matched Fidelity's offer of free mutual funds

By Bloomberg