Mutual Funds

Displaying 5344 results
INVESTING PRACTICE MANAGEMENT JAN 13, 2017
American Funds gets SEC approval for clean shares

By John Waggoner
INVESTING MUTUAL FUNDS JAN 12, 2017
Will Trump's tweets continue to move markets - and is that a good thing?

Past administrations have had an impact on stock prices, but no one has shown a proclivity for targeting certain industries like the president-elect

By John Waggoner
Fred Alger Management scoops up Boston-based asset manager
INVESTING EQUITIES JAN 11, 2017
Fred Alger Management scoops up Boston-based asset manager

Boutique shop Weatherbie Capital will manage a couple of Alger's mutual funds.

By Jeff Benjamin
INVESTING MUTUAL FUNDS JAN 11, 2017
Smart-beta strategies hot with stocks, not with bonds

Liquidity and indexing issues figure into the small number of fixed-income funds in this space.

By John Waggoner
Here's why your clients probably didn't beat the S&P 500 in 2016
INVESTING MUTUAL FUNDS JAN 09, 2017
Here's why your clients probably didn't beat the S&P 500 in 2016

Expenses, overseas funds, bonds all bogged down performance. But what is the takeaway for investing in 2017?

By John Waggoner
Even top notch firms feel sting from fickle investors
INVESTING EQUITIES JAN 06, 2017
Even top notch firms feel sting from fickle investors

Funds that have historically outperformed the market still suffer outflows when they stumble — even a little bit.

By Bloomberg
Vanguard's market share keeps growing
INVESTING MUTUAL FUNDS JAN 06, 2017
Vanguard's market share keeps growing

Only Vanguard and Dimensional Fund Advisors saw net inflows in November.

By John Waggoner
INVESTING MUTUAL FUNDS JAN 05, 2017
The long and short of long-short funds

Make sure you know what you're getting before you take a ride.

By John Waggoner
INVESTING ALTERNATIVES JAN 05, 2017
Smart-beta returns track their Morningstar categories

A few are just a bit smarter than the average.

By John Waggoner
Brace for thousands of new DOL fiduciary-friendly mutual fund share classes
INVESTING MUTUAL FUNDS JAN 03, 2017
Brace for thousands of new DOL fiduciary-friendly mutual fund share classes

New T shares would feature a uniform 2.5% front-end load and a 0.25% trailing 12-b(1) fee.

By John Waggoner
Leveraging portfolios to take advantage of Donald Trump's policies
INVESTING EQUITIES DEC 27, 2016
Leveraging portfolios to take advantage of Donald Trump's policies

Biotech, healthcare, banks and energy look to benefit.

By Jeff Benjamin
REIT investors brace for a December rate hike
INVESTING EQUITIES DEC 27, 2016
REIT investors brace for a December rate hike

Riding out the short term for the longer-term upside.

By Jeff Benjamin
INVESTING MUTUAL FUNDS DEC 19, 2016
Research Affiliates' Rob Arnott: 3 reasons you should throw your hat into the emerging-markets' ring

Value, currency and momentum favor the category.

By John Waggoner
Calamos Asset Management to be taken private by its owner
INVESTING MUTUAL FUNDS DEC 19, 2016
Calamos Asset Management to be taken private by its owner

The company, which manages money through Calamos Investments, reached an agreement to be acquired by two executives for $8.25 a share in cash.

By Lynne Marek
INVESTING MUTUAL FUNDS DEC 16, 2016
Managed futures funds gaining traction among advisers

Experiencing poor performance of late, the investment serves as a useful hedge against stock, bond downturns.

By John Waggoner
INVESTING RETIREMENT PLANNING DEC 16, 2016
Natixis launching 401(k) market's first ESG-focused target-date mutual funds

The funds seek to capitalize on the growing popularity of environmental, social and corporate governance investing, and help diversify in an increasingly competitive TDF market.

By Greg Iacurci
INVESTING RIAS DEC 14, 2016
How to keep clients from going wild when the Dow hits 20,000

To tame their animal spirits, call them before they call you.

By John Waggoner
Will the Fed's steps lead to a stumble?
INVESTING MUTUAL FUNDS DEC 14, 2016
Will the Fed's steps lead to a stumble?

A long-held stock market selling rule may not apply this time around.

By John Waggoner
Looking for consistent top performance? Most active funds don't have it
INVESTING MUTUAL FUNDS DEC 12, 2016
Looking for consistent top performance? Most active funds don't have it

The longer the time period, the less likely they are to outperform.

By John Waggoner
INVESTING EQUITIES DEC 09, 2016
BlackRock banks on cheaper ETFs

Plus: Bank stocks and the election, how the DOL rule could hit adviser pay, and seven 'stupid' ETFs

By Jeff Benjamin