Mutual Funds

Displaying 5344 results
INVESTING MUTUAL FUNDS FEB 13, 2017
Lower taxes could hit municipal bond yields

Individual and corporate tax reform add uncertainty to staid market.

By John Waggoner
INVESTING MUTUAL FUNDS FEB 10, 2017
European stocks far cheaper than US stocks

Political worries, debt woes weighs heavy.

By John Waggoner
RIAs at odds over fees for clients' cash balances
INVESTING RIAS FEB 10, 2017
RIAs at odds over fees for clients' cash balances

For many advisers, whether to charge on cash depends on how much time they are spending managing those assets. .

By Jeff Benjamin
INVESTING MUTUAL FUNDS FEB 09, 2017
Putnam merges, liquidates 10 funds

The funds the Boston-based company is liquidating had assets ranging from $32.8 million to $7 million.

By John Waggoner
INVESTING MUTUAL FUNDS FEB 07, 2017
How do you deploy cash in this market?

Putting fresh money to work in today's market can be particularly worrisome, with the S&P 500 currently selling for 21 times its past 12 months' earnings.

By John Waggoner
INVESTING RETIREMENT PLANNING FEB 06, 2017
Investors mix target-date funds and other investments to pursue specific strategies

Defined contribution plan participants who mix strategies “seem to be conducting reasonable investment practices,” according to new research from Vanguard.

By Robert Steyer
INVESTING MUTUAL FUNDS FEB 06, 2017
These mutual funds have a history of losing money

But the fact that lots of money flowed into a fund with a terrible record doesn't necessarily mean that everyone who invested during that period suffered.

By John Waggoner
INVESTING RIAS FEB 03, 2017
Most advisers think the industry will continue down a fiduciary path despite rule delay

President Trump's decision to halt the DOL fiduciary rule drew mixed reactions from industry professionals.

By John Waggoner
INVESTING RIAS FEB 02, 2017
Clean shares could revolutionize the fund industry

Divorce distribution and management fees

By John Waggoner
INVESTING RIAS FEB 02, 2017
Another salvo in the fee wars: Schwab cuts expense ratios on index funds

Offers guarantee on services.

By John Waggoner
Meet the ETF Class of 2016
INVESTING ALTERNATIVES JAN 26, 2017
Meet the ETF Class of 2016

Most are majoring in smart beta.

By John Waggoner
INVESTING MUTUAL FUNDS JAN 25, 2017
Three Fed rate hikes this year? Here's how to prepare

For income portfolios, panelists at the Inside ETFs conference suggest wide diversification among dividend-paying stocks, corporate bonds and international debt.

By John Waggoner
INVESTING ETFS JAN 24, 2017
Smart beta could give funds an entry into ETF market

Participants at the Inside ETFs conference in Hollywood, Fla., said smart beta could provide new opportunities for some funds

By John Waggoner
INVESTING MUTUAL FUNDS JAN 22, 2017
Fixed-income ETFs ranked by Q4 2016 performance

By InvestmentNews Research
INVESTING ALTERNATIVES JAN 22, 2017
Equity ETFs ranked by Q4 2016 performance

By InvestmentNews Research
BlackRock's Laurence Fink watching how companies react to global upheaval
INVESTING MUTUAL FUNDS JAN 19, 2017
BlackRock's Laurence Fink watching how companies react to global upheaval

In his annual letter to CEOs, he said BlackRock will keep a close eye on how companies are responding to the growing backlash against the impact of globalization and technological change.

By Bloomberg
INVESTING MUTUAL FUNDS JAN 19, 2017
December stock flows highest since April 2000

And passive once again clobbers active.

By John Waggoner
Vanguard adds record $305 billion in 2016
INVESTING MUTUAL FUNDS JAN 19, 2017
Vanguard adds record $305 billion in 2016

While most of the money went into index funds, $50 billion flowed into active funds that buy bonds or a mix of stocks and bonds.

By Bloomberg
INVESTING MUTUAL FUNDS JAN 18, 2017
No-fee trading platforms can save money in other ways

Bid/ask spreads fall as volume rises.

By John Waggoner
Morningstar announces top fund managers
INVESTING MUTUAL FUNDS JAN 17, 2017
Morningstar announces top fund managers

Oakmark's David Herro takes his third award in the international stock fund category

By John Waggoner