Mutual Funds

Displaying 5349 results
MUTUAL FUNDS APR 28, 2017
9 fund companies poised to be best business partners for advisers: Morningstar

BlackRock, Vanguard, Schwab among the top

By John Waggoner
ETFS APR 28, 2017
Vanguard fires another salvo in the fee war

The nation's largest fund company lowers fees on three mutual funds and 14 ETFs; raises fees on one fund

By John Waggoner
MUTUAL FUNDS APR 27, 2017
Conduct due diligence on bond funds beyond a performance review

Position a portfolio to look forward and not just backward.

By Todd Rosenbluth
ETFS APR 26, 2017
BlackRock's two-tier ETF pricing system is working

The company remains the top seller of U.S. ETFs while fending off Vanguard and shielding much of its business from the punishing effects of price competition.

By Bloomberg
MUTUAL FUNDS APR 26, 2017
Fixed-income investors: Do you know what you own?

By Colin J. Lundgren, Head of U.S. Fixed Income
ETFS APR 25, 2017
Vanguard, iShares dominate ETFs in April

The 20 funds with the largest inflow come from two firms.

By John Waggoner
MUTUAL FUNDS APR 25, 2017
Dimensional Fund Advisors' David Booth on competition, the DOL fiduciary rule and his company's future

The executive chairman discusses how the firm plans to maintain its bond with its legion of astonishingly loyal investment advisers.

By John Waggoner
RETIREMENT PLANNING APR 24, 2017
Nuveen adds direct real estate to target-date funds

Company is leveraging the expertise of TIAA-CREF to reduce portfolio volatility.

By Jeff Benjamin
ALTERNATIVES APR 21, 2017
Getting mom and pop investors into private equity proves to be an elusive goal

The growing use of target-date funds may offer private equity firms a way to offer such investments to 401(k) investors.

By Bloomberg
RETIREMENT PLANNING APR 18, 2017
New mutual funds under DOL fiduciary rule could save investors at least 0.50% in returns: Morningstar

T shares and clean shares increase transparency and reduce entrenched conflicts of interest, offering a cost benefit to investors, the fund researcher finds.

By Greg Iacurci
RETIREMENT PLANNING APR 17, 2017
Fees, lawsuits top concerns for defined contribution executives

Fees and costs remained at or near the top of respondents' answers in a new survey by Pacific Investment Management Co., no matter how the questions were phrased.

By Robert Steyer
MUTUAL FUNDS APR 17, 2017
For Vanguard, a tsunami of money means more employees and lower fees

In January and February alone, mutual fund giant took in nine out of every $10 invested in a U.S. mutual fund or ETF.

By InvestmentNews
Brinker Capital rolls out DOL fiduciary rule-friendly funds
MUTUAL FUNDS APR 12, 2017
Brinker Capital rolls out DOL fiduciary rule-friendly funds

By Jeff Benjamin
EQUITIES APR 12, 2017
Investors pour into bond funds in March

But junk funds get trashed.

By John Waggoner
RETIREMENT PLANNING APR 11, 2017
Retirement plan advisers should bone up on lifetime income

Expect rapid product innovation and growing demand in this area, along with considerable business opportunity

By Blaine F. Aikin
ETFS APR 04, 2017
Record $132 billion flowed into ETFs in first quarter

Fixed income had best quarter ever, while equity inflows continued at blistering pace

By InvestmentNews
MUTUAL FUNDS APR 03, 2017
First quarter stock performance soars, though investors pay a high price for it

Large-cap, growth and international funds take the lead.

By John Waggoner
MUTUAL FUNDS MAR 31, 2017
As Fed raises interest rates, money funds increase yields, some to more than 1%

Clients won't get rich, but at least they'll get more than zero.

By John Waggoner
MUTUAL FUNDS MAR 29, 2017
BlackRock shakes up struggling active stock-picking unit

Changes include laying off workers, cutting fees and moving funds to its quant unit

By Bloomberg
MUTUAL FUNDS MAR 28, 2017
Vanguard shareholders in 15 funds get fee break

Expenses lower by one to three basis points in several state muni bond funds

By InvestmentNews