Mutual Funds

Displaying 5342 results
New ETF team at Bank of America picks funds
INVESTING 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
INVESTING 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
Largest financials ETF sees outflows
INVESTING MUTUAL FUNDS OCT 15, 2018
Largest financials ETF sees outflows

Investors head out as bank earnings kick in

By Bloomberg
Wealthfront risk parity fund accused of underperforming
INVESTING FINTECH OCT 12, 2018
Wealthfront risk parity fund accused of underperforming

Criticism mounts but robo-adviser defends its strategy.

By Ryan W. Neal
Vanguard experiences technical problems during Wednesday sell-off
INVESTING FINTECH OCT 11, 2018
Vanguard experiences technical problems during Wednesday sell-off

Some customers had a hard time accessing the mutual fund firm's website as stocks plunged.

By Bloomberg
Market slide awakens nervous investors, puts advisers back to work
INVESTING MUTUAL FUNDS OCT 11, 2018
Market slide awakens nervous investors, puts advisers back to work

Some reach out to clients who need hand-holding, while others see decline as opportunity to drum up new business.

By Jeff Benjamin
When investment performance is too good to be true
INVESTING MUTUAL FUNDS OCT 10, 2018
When investment performance is too good to be true

Morningstar reported a Great-West Financial bond fund returned 7.1% in the third quarter— except it didn't.

By Jeff Benjamin
True costs of an ETF lie far beyond its expense ratio
INVESTING ETFS OCT 04, 2018
True costs of an ETF lie far beyond its expense ratio

In addition to explicit expenses, implicit and opportunity costs should be factored into which exchange-traded fund is chosen.

By CNELSON
INVESTING MUTUAL FUNDS OCT 04, 2018
Tools of the Trade

Like stocks, ETFs are portfolios of holdings in which shares trade throughout the day—but there are key differences. Explore three levels of ETF liquidity.

By Gillian Albert
BlackRock is the winner and loser in this bond ETF fee fight
INVESTING ETFS OCT 01, 2018
BlackRock is the winner and loser in this bond ETF fee fight

Cheaper corporate bond exchange-traded fund sees big inflows, while a similar BlackRock fund with higher expenses sees outflows

By Bloomberg
Cash comes into focus as interest rates continue ascent
INVESTING RIAS SEP 26, 2018
Cash comes into focus as interest rates continue ascent

Yields on money market funds, short-term CDs and other cash accounts have risen as the Fed continues to raise interest rates, and this has big implications for advisers.

By Greg Iacurci
BlackRock, Thomson Reuters launch new diversity and inclusion ETF
INVESTING ALTERNATIVES SEP 24, 2018
BlackRock, Thomson Reuters launch new diversity and inclusion ETF

Index fund aims to go beyond single issues like gender and race to capture a broader spectrum of ESG initiatives.

By Ryan W. Neal
Bank-heavy ETFs see brisk demand amid rising interest rates
INVESTING ETFS SEP 24, 2018
Bank-heavy ETFs see brisk demand amid rising interest rates

A steeper yield curve can help banks earn more on the money they lend out.

By Bloomberg
Invesco said to be in talks to purchase OppenheimerFunds
INVESTING MUTUAL FUNDS SEP 21, 2018
Invesco said to be in talks to purchase OppenheimerFunds

MassMutual's sale of the unit has been estimated to fetch $5 billion.

By Bloomberg
Prime money market funds stage a comeback
INVESTING MUTUAL FUNDS SEP 20, 2018
Prime money market funds stage a comeback

Higher rates are luring investors back to the funds, which saw a mass exodus just a couple of years ago.

By Bloomberg
Former CEO of AllianceBernstein raises $4 billion to launch fund company
INVESTING MUTUAL FUNDS SEP 20, 2018
Former CEO of AllianceBernstein raises $4 billion to launch fund company

New fund company will link manager pay and investor fees to fund performance.

By Bloomberg
Advisers struggle with the highs and lows of marijuana investing
INVESTING EQUITIES SEP 20, 2018
Advisers struggle with the highs and lows of marijuana investing

Now that it has become the investment trend du jour, advisers are cautioning clients not to expect to get rich quick on a product that is still illegal at the federal level.

By Jeff Benjamin
Investors pour money into ETF ahead of index reorganization
INVESTING ETFS SEP 19, 2018
Investors pour money into ETF ahead of index reorganization

Impending change benefits State Street's communications exchange-traded fund.

By Bloomberg
How to get investors excited about ESG ETFs
INVESTING ESG SEP 18, 2018
How to get investors excited about ESG ETFs

Funds focused on socially responsible investing hold just 0.2% of all ETF assets, but there are steps providers can take to rev up interest.

By Eric Balchunas
Advisers warn against fleeing stocks in favor of bonds
INVESTING EQUITIES SEP 17, 2018
Advisers warn against fleeing stocks in favor of bonds

Flight to quality overlooks the risks to fixed income that come with rising interest rates.

By Jeff Benjamin