Mutual Funds

Displaying 5360 results
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
ETFS MAY 01, 2018
Bond ETFs are awash in cash

More than $14 billion flowed into exchange-traded debt funds in April.

By Bloomberg
MUTUAL FUNDS MAY 01, 2018
No matter how bad the share-class violation, SEC won't oppress those who self-report

Agency clarifies in FAQs that it will not impose a civil monetary penalty, but will require advisers return 'ill-gotten gains' to clients.

By Mark Schoeff Jr.
ETFS APR 30, 2018
SEC bars Howard Present, former head of F-Squared Investments

Unless Howard Present pays $12.4 million in penalties, interest and disgorgement, he can't be reinstated

By InvestmentNews
ETFS APR 30, 2018
'Father of ETFs' warns about leveraged funds

Jim Ross of State Street says exchange-traded funds that use leverage are too dangerous for retail investors.

By Bloomberg
EMERGING MARKETS APR 30, 2018
Top-performing junk bond fund moves out of junk

Absalon Global High Yield, which beat 97% of its peers last year, is no longer buying triple-C credits.

By Bloomberg
MUTUAL FUNDS APR 30, 2018
Funds that let investors tap into M&A fever

These investments let your clients tap into the current M&A boom.

By John Waggoner
ALTERNATIVES APR 28, 2018
More advisers use alts, but few understand them

Alternative investments are complex and difficult to define, let alone explain to clients?

By John Waggoner
MUTUAL FUNDS APR 27, 2018
Fund fees head south

Average fee for U.S. mutual funds and ETFs declined by about 8% last year, Morningstar data show.

By Bloomberg
ETFS APR 24, 2018
U.S. exchange-traded products slowed in first quarter on market volatility

Q1 growth pace of 0.5% was the lowest since 2015

By Charles McGrath