Mutual Funds

Displaying 5349 results
RETIREMENT PLANNING JUN 28, 2017
Waddell & Reed latest active fund manager sued for 401(k) self-dealing

The plaintiff claims the company only offered one unaffiliated investment option during the class period, resulting in excessive fees for participants.

By Greg Iacurci
PRACTICE MANAGEMENT JUN 28, 2017
ETF licenses the name of Quincy Jones to draw attention to its fund

Distributors of exchange-traded funds are branding their products with actual celebrities in an attempt to stay relevant.

By Bloomberg
MUTUAL FUNDS JUN 22, 2017
Investors are sticking with dividend ETFs despite the Fed's moves

Rising rates don't seem to be deterring fans of dividend-paying stocks.

By Bloomberg
MUTUAL FUNDS JUN 21, 2017
Stocks of active managers outperform

The gains have come amid a broader rotation into financial stocks — and despite the recent popularity of passive strategies.

By Bloomberg
RETIREMENT PLANNING JUN 21, 2017
Collective investment trusts getting more attention from 401(k) advisers

The funds are catching on due largely to lower costs and more product availability, but come with some inherent drawbacks.

By Greg Iacurci
Whole Foods-Amazon deal — which funds have the biggest stakes in the merger
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
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
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
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
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
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
MUTUAL FUNDS JUN 01, 2017
Are derivatives hiding risk in your bond portfolio?

By Gene Tannuzzo, CFA, Senior Portfolio Manager, Strategic Income
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
EMERGING MARKETS MAY 22, 2017
Tips on lowering ETF transaction costs

By Gillian Albert
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
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
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
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
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
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