Mutual Funds

Displaying 5343 results
INVESTING MUTUAL FUNDS DEC 21, 2017
Outlook 2018: Fund companies weigh in

This year looks good — but not great — for stocks and bonds, barring a spontaneous collapse in prices.

By John Waggoner
INVESTING MUTUAL FUNDS DEC 20, 2017
Political ETFs have fair share of haters

Getting even a rough sense of how governments influence share prices is a task fraught with peril.

By Bloomberg
INVESTING FINTECH DEC 20, 2017
Two more bitcoin ETFs test luck with SEC

The GraniteShares Bitcoin ETF and the GraniteShares Short Bitcoin ETF would trade on the Cboe BZX exchange.

By Bloomberg
INVESTING FINTECH DEC 20, 2017
Morningstar sells Broadridge its board consulting services business

By Jeff Benjamin
INVESTING MUTUAL FUNDS DEC 19, 2017
ESG investing: Assessing the 'E,' 'S' and 'G'

Mutual funds that invest based on environmental, social and governance factors are all the rage. But is one factor more critical to performance?

By John Waggoner
INVESTING MUTUAL FUNDS DEC 18, 2017
Vanguard lags BlackRock in ETF sales

iShares welcomed $198.4 billion into its exchange-traded funds through November.

By John Waggoner
INVESTING MUTUAL FUNDS DEC 14, 2017
Regulators showing renewed interest in cracking down on investment fees

SEC, Finra targeting high-fee share classes, 12b-1 fees and failure to give sales load discounts and waivers to investors.

By Mark Schoeff Jr.
INVESTING MUTUAL FUNDS DEC 13, 2017
Buybacks, CEO pay add up to big costs for shareholders

David Winters says passive investors are rubber-stamping compensation packages.

By John Waggoner
INVESTING MUTUAL FUNDS DEC 07, 2017
Finra censures Investacorp for laxity on fund sales

Ladenburg Thalmann subsidiary agrees to pay restitution of almost $250,000 for overcharges.

By Bloomberg
INVESTING MUTUAL FUNDS DEC 06, 2017
You owe clients a better grasp on funds and SMAs

Advisers should understand each product's unique advantages and drawbacks.

By Jeff Masom
INVESTING RETIREMENT PLANNING DEC 05, 2017
Finra says BB&T overcharged retirement plans, charities

Firm censured, agrees to provide remediation to clients affected.

By InvestmentNews
INVESTING ESG DEC 02, 2017
ESG funds boosted by women and millennial investors

Adviser interest in ESG expands along with investment options.

By John Waggoner
INVESTING MUTUAL FUNDS DEC 01, 2017
Take Five with Daniel Chung of the Alger funds

He sees strong economic growth continuing into next year, supporting companies with accelerated revenue, earnings and cash flow.

By John Waggoner
INVESTING FINTECH NOV 30, 2017
Will robos help direct indexing topple ETFs?

Technology is making it easier, and cheaper, for advisers to trade many shares without holding funds.

By Ryan W. Neal
INVESTING ALTERNATIVES NOV 30, 2017
Not all smart-beta funds are smart

Even funds that appear to target the same factor can look and perform quite differently.

By Bloomberg
INVESTING ALTERNATIVES NOV 30, 2017
Alternative beta raises the bar on hedge funds

Markets, fee pressure and data analysis create a perfect storm.

By Yazann Romahi
INVESTING MUTUAL FUNDS NOV 30, 2017
Morningstar-WSJ feud gives CFRA opening to challenge bigger rival's methodology

Smaller firm makes case for going beyond past performance when evaluating funds.

By John Waggoner
INVESTING MUTUAL FUNDS NOV 28, 2017
Vanguard rolls out actively managed factor ETFs

The six ETFs and one mutual fund, which will focus on volatility, value, momentum, liquidity and quality, mark a departure from the money manager's storied promotion of passive index funds.

By John Waggoner
INVESTING EQUITIES NOV 22, 2017
Insiders may not have as much investing savvy as you think

CEOs and money managers sometimes have blind spots when purchasing their own company's stock or fund's shares.

By John Waggoner
INVESTING RETIREMENT PLANNING NOV 20, 2017
Wells Fargo sees big TDF outflows from mutual funds

The Wells Fargo Target 2020 Fund (WFOBX) ranks in the bottom 15% among peers when looking at five-year total returns.

By Greg Iacurci