Mutual Funds

Displaying 5349 results
ETFS MAR 19, 2018
Lawsuit over exchange-traded note shows peril in democratized investing

ETP industry is reconsidering disclosures at issuance and sale.

By Bloomberg
RETIREMENT PLANNING MAR 17, 2018
Passive target-date funds? No such thing

Glide path requires active decisions from a manager

By John Waggoner
MUTUAL FUNDS MAR 16, 2018
A great year in the markets, but few managers beat their indexes

Their long-term record is even worse, according to a report on indexes versus active managers.

By John Waggoner
EQUITIES MAR 16, 2018
Stock funds and ETFs saw record inflows in latest week

In an about-face, investors are favoring stocks over bonds this year.

By John Waggoner
WIREHOUSES MAR 14, 2018
UBS plans to cut 840 funds from its platform

Broker-dealer will remove about 20% of its 4,200 funds, a trend among wirehouses with several possible reasons behind it.

By Jeff Benjamin
MUTUAL FUNDS MAR 14, 2018
ETF tracking broker-dealers and exchanges rakes in cash

The iShares fund has big holdings in Goldman, Morgan Stanley and Schwab.

By Bloomberg
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
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
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
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
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
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
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
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
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
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
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
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
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
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