Mutual Funds

Displaying 5349 results
Q&A with Abigail Johnson and Kathleen Murphy of Fidelity Investments
MUTUAL FUNDS NOV 19, 2018
Q&A with Abigail Johnson and Kathleen Murphy of Fidelity Investments

The Fidelity CEO, along with the president of personal investing, discuss record earnings, allegations of sexual misconduct and the challenges facing a changing industry.

By Bloomberg
Vanguard cuts investment minimums in escalating price war
MUTUAL FUNDS NOV 19, 2018
Vanguard cuts investment minimums in escalating price war

The move follows Fidelity's debut of zero-fee index funds and the 40% drop in overall fund fees over the past two decades.

By Greg Iacurci
Investors sour on market strewn with bombs
EQUITIES NOV 16, 2018
Investors sour on market strewn with bombs

Whether it's crude oil, General Electric, bitcoin or bonds, things keep blowing up

By Bloomberg
Morningstar: DOL fiduciary rule reduces inflows to mutual funds with high loads
MUTUAL FUNDS NOV 15, 2018
Morningstar: DOL fiduciary rule reduces inflows to mutual funds with high loads

With the measure's demise, will the SEC's advice reform sustain the momentum?

By Mark Schoeff Jr.
SEC commissioner warns about use of leverage in ETFs
ETFS NOV 12, 2018
SEC commissioner warns about use of leverage in ETFs

Products that employ derivatives to boost their returns threaten the reputation of the ETF market, says Robert Jackson.

By Bloomberg
Tech sell-off becomes the roughest since 2011
EQUITIES NOV 12, 2018
Tech sell-off becomes the roughest since 2011

Rising Nasdaq volatility reflects investors' skittishness about the sector.

By Bloomberg
Finra finds Commonwealth Financial overcharged these investors
RIA NEWS NOV 12, 2018
Finra finds Commonwealth Financial overcharged these investors

Broker-dealer returns to investors the nearly $900,000 it gained by placing clients in higher-cost funds.

By Jeff Benjamin
JPMorgan says bond ETFs may help neutralize a 'credit bomb'
MUTUAL FUNDS NOV 09, 2018
JPMorgan says bond ETFs may help neutralize a 'credit bomb'

Exchange-traded funds' greater liquidity through the secondary market might leave them less damaged than other alternatives, JPMorgan strategists say.

By Bloomberg
USAA retreats from asset management business with $850 million sale to Victory Capital
RIA NEWS NOV 08, 2018
USAA retreats from asset management business with $850 million sale to Victory Capital

USAA will continue to operate as an insurance brokerage and banking business<a href=&quot;https://www.investmentnews.com/article/20170930/FREE/170939998/armed-forces-personnel-need-the-help-of-financial-advisers&quot; style=&quot;color:#b10816&quot; target=&quot;_blank&quot;>&#8203;&#32;</a>serving military families.

By Jeff Benjamin
Don't bet on a post-midterm market rally
EQUITIES NOV 06, 2018
Don't bet on a post-midterm market rally

Trade tensions and the prospect of the U.S. economy overheating could limit any upside in stocks.

By Bloomberg
ETF investors hunker down in cash
MUTUAL FUNDS NOV 05, 2018
ETF investors hunker down in cash

Two ETFs that invest in Treasury bills drew a combined $1.5 billion last week.

By Bloomberg
Active managers failed to shine as equities tumbled last month
EQUITIES NOV 02, 2018
Active managers failed to shine as equities tumbled last month

Growth managers did the worst, while value managers managed a better showing.

By Bloomberg
Shorts piled into stock ETFs reach fever pitch
MUTUAL FUNDS NOV 02, 2018
Shorts piled into stock ETFs reach fever pitch

Experts say rally of the last three days propelled by buyback of ETFs and stocks.

By Bloomberg
D.A. Davidson is latest broker-dealer snagged for overly expensive fund shares
MUTUAL FUNDS NOV 01, 2018
D.A. Davidson is latest broker-dealer snagged for overly expensive fund shares

Firm will repay $447,000 to clients it overcharged for more than seven years.

By Bruce Kelly
ETF buyers seek defensive plays amid market turmoil
MUTUAL FUNDS NOV 01, 2018
ETF buyers seek defensive plays amid market turmoil

$4.7 billion funneled into US-listed funds in October was light compared to $23 billion or more during each of three previous months.

By Bloomberg
More reps bolt from Waddell & Reed, including some it would have liked to have kept
INDEPENDENT BROKER DEALERS OCT 31, 2018
More reps bolt from Waddell & Reed, including some it would have liked to have kept

The broker-dealer lost 56 brokers and advisers in the third quarter, and not all of them low-producers the firm wants to shed.

By Bruce Kelly
Answering 'Is that an ETF?' may get easier under plan put to SEC
ETFS OCT 29, 2018
Answering 'Is that an ETF?' may get easier under plan put to SEC

Proposal would bar leveraged products from describing themselves as exchange-traded funds

By Bloomberg
Advisers revisit bond ladders as rates rise
PRACTICE MANAGEMENT OCT 29, 2018
Advisers revisit bond ladders as rates rise

As interest rates head higher, pushing bond prices down, advisers seek safety in individual bonds.

By Jeff Benjamin
Investors jump into ETFs that took a beating in the latest sell-off
EQUITIES OCT 29, 2018
Investors jump into ETFs that took a beating in the latest sell-off

Funds that track areas like small-cap stocks and semiconductor manufacturers are seeing inflows.

By Bloomberg
Investors shovel $4 billion into U.S. stock ETFs
EQUITIES OCT 25, 2018
Investors shovel $4 billion into U.S. stock ETFs

Flows into two big exchange-traded funds tracking the S&amp;P 500 were the highest in over a month.

By Bloomberg