Mutual Funds

Displaying 5343 results
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING MUTUAL FUNDS FEB 21, 2018
Morningstar: Fund fees continue to fall

The reductions in fees are modest but continual.

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

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

By John Waggoner
INVESTING 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
INVESTING ETFS FEB 14, 2018
Volatility-tied note that crashed was meant for hedge funds: Credit Suisse CEO

Prospectus warned that the exchange-traded note has 'zero long-term value,' Thiam says.

By Bloomberg
INVESTING EQUITIES FEB 14, 2018
Infrastructure funds aren't yet feeling the love

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

By John Waggoner
INVESTING MUTUAL FUNDS FEB 13, 2018
Advisers trying to hide high-fee mutual fund share classes won't fool SEC

Agency has the ability to detect share-class issues using data-driven initiatives.

By Mark Schoeff Jr.
INVESTING EQUITIES FEB 13, 2018
Active funds shone during sell-off

Equity mutual funds beat benchmarks across the board, with the large-cap growth category doing best.

By Bloomberg
INVESTING MUTUAL FUNDS FEB 12, 2018
ETF at heart of market turmoil lures record cash

ProShares volatility-linked fund took in more than $500 million last week.

By Bloomberg
INVESTING RETIREMENT PLANNING FEB 12, 2018
Target-date assets continue to climb

TDFs now account for 20.4% of defined-contribution-plan assets, up from 18.4% in year-earlier period, according to Pensions & Investments survey

By Bloomberg