Mutual Funds

Displaying 5342 results
JPMorgan says bond ETFs may help neutralize a 'credit bomb'
INVESTING 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
INVESTING RIAS 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
Fidelity ramps up 401(k) managed account distribution
INVESTING RETIREMENT PLANNING OCT 25, 2018
Fidelity ramps up 401(k) managed account distribution

Company plans to bypass record keepers and ask plan sponsors directly if they will offer its managed accounts to retirement plan participants.

By Greg Iacurci
Best- and worst-performing international funds
INVESTING MUTUAL FUNDS OCT 20, 2018
Best- and worst-performing international funds

By IN Research and Ellie Zhu
Best- and worst-performing fixed-income funds
INVESTING MUTUAL FUNDS OCT 20, 2018
Best- and worst-performing fixed-income funds

By category, ranked by one-year total returns.

By John Goff
Best- and worst-performing equity funds
INVESTING ALTERNATIVES OCT 20, 2018
Best- and worst-performing equity funds

By category, ranked by one-year total returns.

By mlanche
Cheap is great; free will usually cost you
INVESTING OPINION OCT 19, 2018
Cheap is great; free will usually cost you

In the financial services industry, free simply doesn't exist. It can't.

By Barry Ritholtz
Market volatility brings alternative investments back into focus
INVESTING RIAS OCT 19, 2018
Market volatility brings alternative investments back into focus

Asset managers struggle to get investors on board before it's too late.

By Jeff Benjamin
Tech turnaround might seem familiar to whipsawed investors
INVESTING MUTUAL FUNDS OCT 17, 2018
Tech turnaround might seem familiar to whipsawed investors

Biggest ETF tracking the Nasdaq 100 has experienced five sell-offs so far this year.

By Bloomberg