Mutual Funds

Displaying 5343 results
INVESTING MUTUAL FUNDS MAR 13, 2018
Money markets undergo sea change

Rates on Treasury bills, dollar Libor are at their highest level since 2008

By Bloomberg
INVESTING MUTUAL FUNDS MAR 13, 2018
How advisers can hold on to their clients despite Vanguard's broadening reach

First the company added a robo, and now it's beefing up its product offerings with factor-based index ETFs.

By Joe Duran
INVESTING FINTECH MAR 13, 2018
Emerging market funds are powered by tech stocks

Should clients be concerned about funds' big holdings of Chinese technology stocks?

By John Waggoner
INVESTING MUTUAL FUNDS MAR 13, 2018
BlackRock's lowest-cost ETFs win almost half of U.S. inflows

Four iShares Core funds have taken in $33.4 billion so far this year, a big chunk of the $75.3 billion added to U.S.-listed ETFs

By Bloomberg
INVESTING MUTUAL FUNDS MAR 09, 2018
Vanguard crushed active investing. Now it could save it

The asset manager recently rolled out actively traded ETFs with fees comparable to those on smart beta funds

By Bloomberg
INVESTING MUTUAL FUNDS MAR 09, 2018
Top tech-tracking ETF attracts $616 million in one day

Inflows come after investors pulled $1.2 billion from the Technology Select Sector SPDR Fund in February

By Bloomberg
INVESTING PRACTICE MANAGEMENT MAR 08, 2018
Gender of fund manager makes no difference in performance, Morningstar says

A more diverse fund industry would have no effect on investor returns.

By InvestmentNews
INVESTING MUTUAL FUNDS MAR 07, 2018
Trump tariffs might not mean much for portfolios now

But investments could be affected if the president's move sets off a trade war

By John Waggoner
INVESTING MUTUAL FUNDS MAR 06, 2018
Fidelity names two execs to head $1 trillion equity division

Dual appointment feeds into talk that the investment firm is moving away from its star manager approach.

By John Waggoner
INVESTING RETIREMENT PLANNING MAR 06, 2018
Vanguard extends TDF dominance with 'unbelievable' growth

Its target-date assets have grown by $270 billion since 2015

By Greg Iacurci
INVESTING MUTUAL FUNDS MAR 05, 2018
Morningstar embraces artificial intelligence for fund ratings

Humans and machines will work together to rate more than 10,000 funds and ETFs.

By John Waggoner
INVESTING MUTUAL FUNDS MAR 03, 2018
International ETFs ready for takeoff

Global investing is hot, but here's what advisers need to know about a new wave of exchange-traded funds coming their way.

By John Waggoner
INVESTING MUTUAL FUNDS FEB 28, 2018
Fidelity unlikely to scrap star system

But adding a team approach reduces fund volatility — and possibly harassment claims.

By John Waggoner
INVESTING ETFS FEB 28, 2018
Smart-beta ETFs are hot for teachers

Well-known academics are signing up to advise asset managers on factors for smart-beta funds.

By Bloomberg
INVESTING MUTUAL FUNDS FEB 28, 2018
Ameriprise hit with enforcement action over expensive share classes

SEC has made a crackdown on high-fee funds a top priority, including a program for self-reporting failures.

By Mark Schoeff Jr.
INVESTING MUTUAL FUNDS FEB 27, 2018
Lipper awards: Vanguard the new victor

T. Rowe Price and American Funds clobber in target-date-fund categories.

By Jeff Benjamin
INVESTING MUTUAL FUNDS FEB 27, 2018
Passive becomes the new active

With millions of indexes out there, a passive fund manager's choice of an index is an active decision.

By Bloomberg
INVESTING PRACTICE MANAGEMENT FEB 27, 2018
Full list of 2018 Lipper Fund Awards winners

An interactive list of all the funds honored, across all years of return and by category.

By Ellie Zhu
INVESTING ETFS FEB 26, 2018
Worried about rising rates? These ETFs may offer limited value

Few of the exchange-traded funds designed to cope with climbing interest rates are shining

By John Waggoner
INVESTING EQUITIES FEB 26, 2018
Fidelity may rein in star stock pickers

Firm considering move to team management approach, says Wall Street Journal.

By InvestmentNews