Mutual Funds

Displaying 5349 results
RETIREMENT PLANNING MAY 29, 2018
Retirement plan sponsors tread lightly with capital preservation

No matter which option they choose, they risk getting hit with lawsuits.

By Robert Steyer
MUTUAL FUNDS MAY 26, 2018
Take 5: Kunal Kapoor on travel, teaching kids about money and Chicago baseball

Morningstar's CEO loves investing, but he's got other interests, too.

By John Waggoner
MUTUAL FUNDS MAY 26, 2018
Morningstar evolving well beyond its origins analyzing mutual funds

Led by CEO Kunal Kapoor, firm is moving way past ratings — and financial advisers are paying close attention.

By John Waggoner
SEC proposes rules to make ETF research easier for broker-dealers
MUTUAL FUNDS MAY 25, 2018
SEC proposes rules to make ETF research easier for broker-dealers

Chairman Jay Clayton says proposal would increase investors' access to research.

By Hazel Bradford
MUTUAL FUNDS MAY 25, 2018
Tax reform boosts fund companies' bottom line

But will those tax savings lead to lower expense ratios?

By John Waggoner
MUTUAL FUNDS MAY 24, 2018
Separating fact from fiction with fund investor behavior

The actions of fund investors speak louder than their words.

By William F. "Ted" Truscott
ETFS MAY 22, 2018
As it gets easier to start an ETF, is there still a role for white-label fund firms?

Regulators are cutting the red tape involved, but firms say they can still help with setting up fund infrastructure.

By Bloomberg
ETFS MAY 22, 2018
Running this bond ETF is like solving a $55 billion Rubik's Cube

The world's biggest bond ETF tracks a benchmark that contains 9,917 bonds, many of them illiquid.

By Bloomberg
ETFS MAY 18, 2018
The Gradual Rise of Actively Managed ETFs

Only a few see big inflows; even Vanguard's offerings get little love from investors.

By John Waggoner
RETIREMENT PLANNING MAY 17, 2018
Those in managed accounts, target-date funds get better returns than DIY investors

'Professionals pretty much everywhere will probably outperform amateurs.'

By Robert Steyer
EQUITIES MAY 16, 2018
Value funds could wake from long slumber

Growth has outperformed value in recent decades, but higher rates and more normal volatility levels could give value investments a boost.

By John Waggoner
FINTECH MAY 15, 2018
ETF flows show tech is back in vogue

The PowerShares QQQ Trust Series ETF took in more than $2 billion last week

By Bloomberg
ETFS MAY 14, 2018
Short-dated Treasury ETFs see huge inflows

Demand at short end could ease funding costs and make stocks look better by comparison.

By Bloomberg
ETFS MAY 14, 2018
The passive-investing bid for equities is roaring back

About $5.7 billion poured into ETFs tracking the S&P 500 last week

By Bloomberg
ETFS MAY 11, 2018
Slow Adoption of Actively Managed ETFs: Unveiling the Reasons

Only a few see big inflows; even Vanguard's offerings get little love from investors.

By John Waggoner
EMERGING MARKETS MAY 08, 2018
Emerging Asia is where the growth is, but your index fund might not find it

An expanding middle class is fueling economies, but emerging market indexes are light on consumer stocks.

By John Waggoner
Target-date-fund fees fall for ninth consecutive year
MUTUAL FUNDS MAY 08, 2018
Target-date-fund fees fall for ninth consecutive year

Nearly 95% of net TDF inflows in 2017 went to passive series, Morningstar says.

By Meaghan Kilroy
All that smart beta can obscure the big picture
ALTERNATIVES MAY 08, 2018
All that smart beta can obscure the big picture

Every factor involves uncertainty, regardless of whether it works during a certain period.

By Nir Kaissar
MUTUAL FUNDS MAY 04, 2018
Funds that let you tap into M&A fever

These investments let investors take advantage of the current merger boom

By John Waggoner
MUTUAL FUNDS MAY 03, 2018
What active share can and can't tell you

Real active management or closet index? Active share can help you figure it out

By John Waggoner