Mutual Funds

Displaying 5349 results
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.
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
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
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
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
EQUITIES FEB 26, 2018
Fidelity may rein in star stock pickers

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

By InvestmentNews
MUTUAL FUNDS FEB 23, 2018
The sunny side of rising rates

Returns on money funds and CDs could outpace inflation this year

By John Waggoner
MUTUAL FUNDS FEB 23, 2018
Investing in bond funds when interest rates rise

As rates head higher, returns on cash can outpace returns on long-term bonds.

By Michael Finke and David Blanchett
ALTERNATIVES FEB 23, 2018
Is the REIT sell-off over?

Real estate investment trusts have gotten clobbered amid concerns about rising rates.

By John Waggoner
MUTUAL FUNDS FEB 22, 2018
Stocks tremble, but savers cheer rising rates

Rates on money funds and CDs could outpace inflation this year.

By John Waggoner
MUTUAL FUNDS FEB 21, 2018
Morningstar: Fund fees continue to fall

The reductions in fees are modest but continual.

By John Waggoner
ETFS FEB 20, 2018
Investors pile into cash ETF

SPDR T-Bill ETF took in $580 million last week, tops among U.S. fixed-income products.

By Bloomberg
RETIREMENT PLANNING FEB 20, 2018
Active TDF managers push to compete on fees

Fees are one of the most important metrics for advisers and plan sponsors when selecting TDFs.

By Greg Iacurci
ETFS FEB 20, 2018
Inside ETFs CEO departs for cryptocurrency venture

Matt Hougan will stay on as chairman of Inside ETFs, even as he takes on a new position with Bitwise Asset Management.

By Jeff Benjamin
RETIREMENT PLANNING FEB 16, 2018
What's the right number of funds in a 401(k) plan?

There's no hard-and-fast rule, but too many can overwhelm participants and breed bad decisions.

By Greg Iacurci
MUTUAL FUNDS FEB 16, 2018
Sell-off grips credit funds

Corporate bond funds succumb to rate fears that have gripped stocks and Treasuries

By Bloomberg
ETFS FEB 15, 2018
ETF alphabet soup obscures market risks

Industry executives call for clearer classification of exchange-traded products after the XIV ETN plummeted last week.

By Bloomberg
MUTUAL FUNDS FEB 15, 2018
Infrastructure funds aren't feeling the love yet

Stocks have lagged amid skepticism about the Trump administration's plan.

By John Waggoner
ALTERNATIVES FEB 15, 2018
Vanguard rolls out active-factor ETFs

New offerings include six exchange-traded funds and one mutual fund

By John Waggoner
ETFS FEB 15, 2018
Innovative ETFs struggle to impress investors

Most assets in exchange-traded funds are in market cap-weighted index funds.

By Nir Kaissar