Mutual Funds

Displaying 5360 results
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&P 500 were the highest in over a month.

By Bloomberg
Fidelity ramps up 401(k) managed account distribution
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
MUTUAL FUNDS OCT 20, 2018
Best- and worst-performing international funds

By IN Research and Ellie Zhu
Best- and worst-performing fixed-income funds
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
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
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
RIA NEWS 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
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
New ETF team at Bank of America picks funds
ETFS OCT 17, 2018
New ETF team at Bank of America picks funds

Just last year, a new law lifted a U.S. regulatory ban on brokers putting buy or sell ratings on exchange-traded funds.

By Bloomberg
ETF investors are rewriting the rules on hedging risk
EQUITIES OCT 16, 2018
ETF investors are rewriting the rules on hedging risk

Amid rising rates and a stock sell-off, traders head to safety via routes like utilities and ultra-short fixed income.

By Bloomberg