Mutual Funds

Displaying 5407 results
MUTUAL FUNDS MAR 23, 2017
American Funds clobber Lipper Awards for target-date funds

Thrivent nabs two best overall trophies, while TIAA gets best overall large fund company for fifth straight year.

By John Waggoner
MUTUAL FUNDS MAR 23, 2017
The full list of 2017 Lipper Fund Awards winners

By Ellie Zhu
RETIREMENT PLANNING MAR 19, 2017
Large advisory shops build custom target-date funds

The firms are able to deliver the funds at low cost to small 401(k) plans, but some question if there's a potential conflict involved in recommending proprietary funds.

By Greg Iacurci
MUTUAL FUNDS MAR 17, 2017
Small funds get less Morningstar attention, says industry watcher

Mutual Fund Observer finds many five-star small funds no longer covered.

By InvestmentNews
RETIREMENT PLANNING MAR 16, 2017
Some active target-date fund managers shine as passive management continues 401(k) onslaught

American Funds and American Century saw the largest percentage growth last year among prominent TDF providers.

By Greg Iacurci
MUTUAL FUNDS MAR 15, 2017
Investors flee some low-volatility funds — possibly at worst time

Rising rates and markets with already low volatility are the biggest factors causing the drain.

By John Waggoner
Why the best portfolios mix active and passive investments
OPINION MAR 15, 2017
Why the best portfolios mix active and passive investments

Beating a benchmark is an empty victory if an investor cannot meet their financial priorities.

By Andrew Crowell
FINTECH MAR 12, 2017
Helping investors keep their footing in shifting sands

Markets are significantly different than they were 10 years ago. Are Technology and safeguards keeping pace?

By Kara M. Stein
MUTUAL FUNDS MAR 09, 2017
Senate panel approves bill to promote ETF research

Measure, passed by overwhelming House majority last year, gives brokers safe harbor for issuing reports.

By Mark Schoeff Jr.
RETIREMENT PLANNING MAR 08, 2017
Brokers-dealers move to trim fund offerings as they adjust to DOL rule

Small fund companies may have to pivot, by embracing a niche specialization or redirecting sales forces toward new distribution channels.

By Greg Iacurci
MUTUAL FUNDS MAR 08, 2017
Expect a spring torrent of new mutual fund share classes

Sparked by the DOL fiduciary rule, T shares and clean shares are expected to flood the market

By John Waggoner
MUTUAL FUNDS MAR 06, 2017
Judge orders advisory firm to give up Ariel name

Ariel Investments wins trademark suit against small Florida RIA with same name.

By Liz Skinner
EQUITIES MAR 03, 2017
Post-election confidence leads to gains for domestic stock funds

SPDR S&P 500 sees biggest inflow since 2014.

By John Waggoner
MUTUAL FUNDS MAR 03, 2017
Bill Gross' Pimco successor, Dan Ivascyn, is on a hot streak

The Pimco Income Fund returned 10.6% in the past 12 months alone and investor money is now pouring in at a pace unseen by any other actively managed stock or bond fund

By Bloomberg
RETIREMENT PLANNING MAR 02, 2017
Taking value into account could improve target-date results: study

By John Waggoner
MUTUAL FUNDS MAR 01, 2017
TD Ameritrade jumps into pricing battle with Fidelity and Schwab

TD is cutting online brokerage commissions to $6.95 from $9.99.

By Bloomberg
MUTUAL FUNDS FEB 24, 2017
Vanguard cuts expense ratios — again

The firm cut fees on 68 mutual fund and ETF shares, marking the third time in three months that it has cut fees

By John Waggoner
MUTUAL FUNDS FEB 23, 2017
Advisers OK with David Booth stepping down as co-CEO of Dimensional Fund Advisors

Joe Duran says move is "an important transition," comparing founder David Booth to other icons in the financial services industry such as Vanguard's John Bogle.

By John Waggoner
MUTUAL FUNDS FEB 16, 2017
Investors to U.S. stock funds: Drop dead

Despite January rally, just $20 million went to U.S. stock funds

By John Waggoner
MUTUAL FUNDS FEB 16, 2017
At Vanguard, customer complaints rise along with assets

Company plans to hire 1,700 new employees this year to address the problem

By John Waggoner