Mutual Funds

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Fidelity fires the latest salvo in ETF fee war
ETFS OCT 09, 2016
Fidelity fires the latest salvo in ETF fee war

No more commissions for 18 BlackRock ETFs.

By Jeff Benjamin
ALTERNATIVES OCT 09, 2016
ETFs emerging as important part of alternative investment market

Exchange-traded products are allowing investors low-cost access to asset classes previously available only to institutional investors.

By Bloomberg
Prudential Investments joins the fee-cut bandwagon
EQUITIES OCT 07, 2016
Prudential Investments joins the fee-cut bandwagon

Asset manager cuts expenses on nine mutual funds, after a string of ETF fee cuts by Charles Schwab and BlackRock. <b><i>(Related read: <a href="//www.investmentnews.com/article/20160628/FREE/160629906/fidelity-takes-on-vanguard-by-cutting-prices-on-index-funds-etfs&quot;" target="&#8221;blank&quot;" rel="noopener noreferrer">Fidelity takes on Vanguard by cutting prices</a>)</i></b>

By Jeff Benjamin
MUTUAL FUNDS OCT 07, 2016
Why traditional balanced portfolio of 60% stocks, 40% bonds can still work for investors

Some financial advisers question the idea of having a bond-free portfolio

By John Waggoner
MUTUAL FUNDS OCT 06, 2016
What to do when smart beta looks like dumb beta

How to deal with clients when your smart beta ETF recommendation goes south.

By John Waggoner
Testing the limits of ETF tax efficiency
EQUITIES OCT 06, 2016
Testing the limits of ETF tax efficiency

Index tweak forces ETF providers to get creative.

By Jeff Benjamin
EQUITIES OCT 06, 2016
Smart beta complexity is hurting investors

Plus: The SEC's fuzzy enforcement rules, a fighting chance for active management, and the worst part of being rich

By Jeff Benjamin
MUTUAL FUNDS OCT 05, 2016
What you need to tell clients about new money fund rules

By John Waggoner
MUTUAL FUNDS OCT 05, 2016
Bond-fund investors feel the sting of rising Treasury yields

The yield on the bellwether 10-year Treasury note has jumped from 1.37% in early July to 1.70 Thursday.

By John Waggoner
Janus Capital agrees to merge with London's Henderson Global
EQUITIES OCT 04, 2016
Janus Capital agrees to merge with London's Henderson Global

The deal creates a global active management complex with $320 billion under management.

By Jeff Benjamin
Alternative investments shop 361 Capital 'diversifies' into long-only management
EQUITIES OCT 03, 2016
Alternative investments shop 361 Capital 'diversifies' into long-only management

First post-merger mutual fund already filed.

By Jeff Benjamin
MUTUAL FUNDS OCT 03, 2016
Investing in the largest funds isn't the biggest mistake you can make

Unless, of course, you want to beat the S&amp;P 500 over the long term.

By John Waggoner
MUTUAL FUNDS OCT 03, 2016
Stress tests still unpopular with fund industry

Industry trade group, as well as some mutual fund giants, push back against Financial Stability Board's proposal for stress tests.

By John Waggoner
EQUITIES OCT 03, 2016
Advisers weigh pros and cons of Janus-Henderson merger

Expanded distribution, consolidation and some lower fees expected.

By Jeff Benjamin
ETFS OCT 03, 2016
The gloves come off in the legal fight between Pimco and Bill Gross

Plus: Claims of a better robo platform, a bright spot in a dim economic recovery, and health insurance won't be less expensive this year or next

By Jeff Benjamin
RIA NEWS SEP 29, 2016
SEC charges broker with fraudulently raising $3.2 million for his failing mutual funds

Peter Kohli, the CEO of DMS Advisors, allegedly stole money from investors as the funds neared collapse.

By Christine Idzelis
MUTUAL FUNDS SEP 29, 2016
Expect higher than average capital-gains distributions this year: Morningstar

Long bull market, big outflows from active funds are the main culprits.

By John Waggoner
EQUITIES SEP 28, 2016
Fidelity's billionaire Johnson family vs. the average investor

Plus: BlackRock applies more low-fee pressure, the fallout from the falling pound, and don't work where you don't belong

By Jeff Benjamin
For ETF providers, penetrating target-date fund market a challenge
MUTUAL FUNDS SEP 28, 2016
For ETF providers, penetrating target-date fund market a challenge

The primary reason: TDFs built on institutionally priced mutual fund shares or collective trusts can produce as low or lower fees than ETFs.

By Robert Steyer
DOL fiduciary rule expected to put new pressure on mutual fund expenses
EQUITIES SEP 28, 2016
DOL fiduciary rule expected to put new pressure on mutual fund expenses

Some fund share classes could be on the way out, according to a new report from S&amp;P Global Market Intelligence.

By Jeff Benjamin