Mutual Funds

Displaying 5344 results
Whole Foods-Amazon deal — which funds have the biggest stakes in the merger
INVESTING MUTUAL FUNDS JUN 16, 2017
Whole Foods-Amazon deal — which funds have the biggest stakes in the merger

Some of the funds with the biggest shares in Whole Foods as a percentage of assets aren't household names.

By John Waggoner
INVESTING MUTUAL FUNDS JUN 15, 2017
Pershing to roll out a no-transaction-fee ETF platform

The platform, named FundVest ETF, will initially offer 120 ETFs.

By Jeff Benjamin
INVESTING PRACTICE MANAGEMENT JUN 14, 2017
Think it's hard to start a new fund? Try marketing it

While getting through SEC registration has become easier, selling is harder.

By John Waggoner
INVESTING RETIREMENT PLANNING JUN 12, 2017
Fidelity launches funds that can make RMDs for aging baby boomers

The managed payout funds have an optional feature that automatically calculates and distributes an investor's RMD from the account.

By Greg Iacurci
INVESTING ETFS JUN 09, 2017
Contrarian alert: ETF investors crowd into tech, flee consumer defensive sector

Watching funds with biggest flows is one way to gauge future performance.

By John Waggoner
INVESTING MUTUAL FUNDS JUN 07, 2017
DOL fiduciary rule: Edward Jones changing stance on mutual fund commissions in IRAs

The brokerage cites "additional flexibility" granted by the DOL in recent guidance as a determining factor.

By Greg Iacurci
INVESTING MUTUAL FUNDS JUN 01, 2017
Are derivatives hiding risk in your bond portfolio?

By Gene Tannuzzo, CFA, Senior Portfolio Manager, Strategic Income
INVESTING MUTUAL FUNDS MAY 23, 2017
Popularity of index funds and ETFs driving down average costs: Morningstar

Average net expense of all mutual funds drops to 0.57%.

By InvestmentNews
INVESTING EMERGING MARKETS MAY 22, 2017
Tips on lowering ETF transaction costs

By Gillian Albert
INVESTING EQUITIES MAY 18, 2017
Low volatility funds live up to their name as market falls

But the category overall has seen lower returns this year.

By John Waggoner
INVESTING MUTUAL FUNDS MAY 16, 2017
Harvard goes low-cost with big investment in high-yield bond ETF

The endowment's largest publicly traded holding is $841 million in the iShares iBoxx High Yield Corporate Bond ETF.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 16, 2017
Securities lending adds return, risk for funds

With rising short interest and low fees, it's an attractive practice for mutual funds and ETFs, but may not be good for investors.

By John Waggoner
INVESTING MUTUAL FUNDS MAY 15, 2017
Fidelity launches two ESG index funds

The environmental, social and governance investments include a domestic and international offering.

By InvestmentNews
INVESTING FINTECH MAY 15, 2017
Online security ETFs surge in face of cyberattacks

After a wave of global online attacks over the weekend, speculation mounted that the exposed weaknesses may trigger a surge in security spending

By Bloomberg
INVESTING EMERGING MARKETS MAY 14, 2017
Best- and worst-performing fixed-income funds

See rankings of funds by returns in categories from core bond to high yield and multisector income.

By Bloomberg
INVESTING EMERGING MARKETS MAY 14, 2017
Best- and worst-performing international funds

See rankings of funds by returns in categories from multi-cap core to emerging markets and global equity income.

By IN Research and Ellie Zhu
INVESTING MUTUAL FUNDS MAY 13, 2017
Will the fiduciary rule shrink the ever-expanding world of share classes?

While T shares and clean shares are different, they could solve important pricing questions for the fund industry — and even obliterate many share classes.

By John Waggoner
INVESTING EQUITIES MAY 12, 2017
Investors turn to international equity funds in April

But bonds raise more funds.

By John Waggoner
INVESTING MUTUAL FUNDS MAY 12, 2017
John F. Donahue, founder of Federated Investors, dies at 92

Federated is best known for its money-market funds, which accounted for $245 billion of the firm's $362 billion in assets under management as of March 31.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 04, 2017
Finra cites Cetera for mutual fund sales charge improprieties

Retirement plans and charitable organizations were sold higher-cost share classes though they were eligible for lower-cost shares.

By InvestmentNews