Mutual Funds

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MUTUAL FUNDS NOV 01, 2016
Commodities funds may offer inflation hedge, but many overweight energy

Also, with the exception of some metals funds, most funds don't own the actual commodity.

By John Waggoner
FINTECH NOV 01, 2016
Betterment rolls out algorithmic service to minimize tax drag

The robo-adviser claims the new service could boost a portfolio's return by 0.48% a year, or 15% over 30 years.

By Bloomberg
EQUITIES OCT 31, 2016
Handful of mutual funds set up for big capital gains distributions

Plus: Wells Fargo's woes continue, the scariest presidential election could get even scarier, and how to spend that extra hour this weekend

By Jeff Benjamin
Why performance-chasing investors will love the new 5-year rolling averages
EQUITIES OCT 31, 2016
Why performance-chasing investors will love the new 5-year rolling averages

The flipside is the 3-year averages are getting worse.

By Jeff Benjamin
RIA NEWS OCT 27, 2016
Janus in a double whammy as assets flee and revenue drops

Plus: How Clinton and Trump won't save Social Security, more scrutiny for sales charges, and taking the 5% challenge.

By Jeff Benjamin
PRACTICE MANAGEMENT OCT 26, 2016
Volatility seen as best way to hedge against political risk

According to a study by Unigestion, investors worried about the outcome on Nov. 8 should forget gold and Treasuries.

By John Waggoner
MUTUAL FUNDS OCT 26, 2016
Why the AT&T-Time Warner merger bodes ill for the market

Plus: The wealthy prepare for Clinton's tax hikes, bullish on financial and health-care stocks, and those expensive World Series tickets.

By Jeff Benjamin
ETFS OCT 25, 2016
Guggenheim bond shop outperforms by taking fearless advantage of Fed policy

Seven of the firm's eight taxable actively managed bond funds rank in the top 6% of their respective categories, beating the largest 50 fixed-income funds tracked by Morningstar.

By Jeff Benjamin
Financial advisers miss the mark by measuring alternative investments against stock market
EQUITIES OCT 24, 2016
Financial advisers miss the mark by measuring alternative investments against stock market

It's no different than comparing stocks to bonds.

By Jeff Benjamin
SEC approves fund liquidity rule but carves out exemptions for ETFs
MUTUAL FUNDS OCT 21, 2016
SEC approves fund liquidity rule but carves out exemptions for ETFs

By Bloomberg
MUTUAL FUNDS OCT 20, 2016
Financial advisers flock to Vanguard, bringing more than $1 trillion on board

Passive funds, ETFs attract fee-based advisers to fund giant. <b><i>(Related read: <a href="//www.investmentnews.com/gallery/20160906/FREE/906009999/PH/9-facts-that-make-vanguard-the-king-of-mutual-funds&quot;" target="&#8221;blank&quot;" rel="noopener noreferrer">9 facts that make Vanguard the king of mutual funds</a>)</b></i>

By Bloomberg
MUTUAL FUNDS OCT 19, 2016
Investors poured $23 billion into taxable bond funds in September: Morningstar

Vanguard and BlackRock get biggest inflows.

By John Waggoner
MUTUAL FUNDS OCT 18, 2016
Variable annuity money fund subaccounts mark five years of losses

Low rates, fees equal losses for most VA money market subaccounts.

By John Waggoner
MUTUAL FUNDS OCT 18, 2016
Looking for yield at a fair price? Try preferred stock from closed-end funds

Some closed-end income funds still trade at a discount.

By John Waggoner
Schwab cuts ETF fees again, as expense war with rivals BlackRock, Fidelity and Vanguard heats up
ETFS OCT 18, 2016
Schwab cuts ETF fees again, as expense war with rivals BlackRock, Fidelity and Vanguard heats up

By John Waggoner
ETFS OCT 14, 2016
Goldman Sachs sounds the alarm on bond duration risk

Plus: An ETF for every presidential candidate, debunking ETF myths, and jumping off the Obamacare bandwagon

By Jeff Benjamin
Small-cap stocks have more room to run
EQUITIES OCT 12, 2016
Small-cap stocks have more room to run

The category has had a strong year, but that doesn't scare some financial advisers.

By Jeff Benjamin
MUTUAL FUNDS OCT 11, 2016
Downtrodden international funds looking for a break

Emerging markets the engine behind most growth now.

By John Waggoner
Big bets come back to haunt Franklin Templeton's global bond fund
ALTERNATIVES OCT 10, 2016
Big bets come back to haunt Franklin Templeton's global bond fund

Investors exit as the manager sticks to his guns.

By Jeff Benjamin
BlackRock cuts ETF prices anticipating greater passive shift
ETFS OCT 10, 2016
BlackRock cuts ETF prices anticipating greater passive shift

World's largest provider of exchange-traded funds is cutting prices across its core ETFs in anticipation of a new U.S. rule.

By Bloomberg