Mutual Funds

Displaying 5349 results
MUTUAL FUNDS SEP 27, 2016
Take 5: Vanguard's global chief economist Joe Davis says 1% interest rates the new normal

Five candid responses on the economy, Fed policy, jobs, China, and North Carolina barbeque.

By John Waggoner
MUTUAL FUNDS SEP 27, 2016
Emerging markets debt funds soar in popularity

By John Waggoner
EQUITIES SEP 26, 2016
Deutsche Bank turmoil exposes ETN counter-party risk

Plus: The next stock market move, the dividend buzz, and being a leader no matter what.

By Jeff Benjamin
MUTUAL FUNDS SEP 25, 2016
Evaluating target-date funds through the prism of the DOL fiduciary rule

New regulatory environment calls for a more holistic evaluation process.

By Bloomberg
Fees fell by as much as 10% last year in investment advisory services
RIA NEWS SEP 23, 2016
Fees fell by as much as 10% last year in investment advisory services

The DOL fiduciary rule and competition from robo-advisers will continue to result in pricing pressure.

By Christine Idzelis
MUTUAL FUNDS SEP 23, 2016
AdvisorShares files for active ETF with performance fees

Management will be rewarded for beating the S&P 500, a first for the growing industry.

By John Waggoner
Investors pile in as REITs move closer to S&P 500 sector status
EQUITIES SEP 23, 2016
Investors pile in as REITs move closer to S&P 500 sector status

The eleventh sector of the index alters the dynamics of the financial sector.

By Jeff Benjamin
Standard & Poor's gives REITs own sector, the first new one since 1999
MUTUAL FUNDS SEP 23, 2016
Standard & Poor's gives REITs own sector, the first new one since 1999

The new sector has 28 issues with a market value of about $605 billion.

By John Waggoner
MUTUAL FUNDS SEP 22, 2016
Should you — or your clients — trust your gut when trading?

What's good for flash traders might not be good for you.

By John Waggoner
TIAA puts all real estate business under one unit
MUTUAL FUNDS SEP 21, 2016
TIAA puts all real estate business under one unit

By Arleen Jacobius
RETIREMENT PLANNING SEP 20, 2016
Managed payout funds a tough sell to investors

The funds are more flexible than annuities, but can't guarantee a set payment for life.

By John Waggoner
MUTUAL FUNDS SEP 20, 2016
Investors pour into MFS' actively managed stock funds

By Bloomberg
EQUITIES SEP 19, 2016
The race for lower fees shines a light on smart beta

Hybrid strategy between active management and index funds needs to perform and be cheap.

By Jeff Benjamin
MUTUAL FUNDS SEP 19, 2016
Clients worried about inflation? Here's what to tell them

No matter what inflation feels like to you, it's what Wall Street sees that matters for investing.

By John Waggoner
ALTERNATIVES SEP 19, 2016
Smart beta finds fixed income

Plus: Here comes the bear market for bonds, Vanguard leads the way in net inflows this year, and Obamacare continues to crumble

By Jeff Benjamin
ETFS SEP 15, 2016
Jack Bogle looks back on the 40th anniversary of the index fund

Vanguard's founder weighs in on passive investing, his critics, robo-advisers, Donald Trump and the fiduciary rule. <b><i>(More: <a href=&quot;http://www.investmentnews.com/section/video?playerType=Events&amp;eventID=Morningstar2013&amp;bctid=2498789058001&amp;date=20130621&quot; target=&quot;_blank&quot;>John Bogle's advice to advisers</a>)</i></b>

By Bloomberg
Old school fund companies Goldman, JPMorgan wade deeper into ETF market
EQUITIES SEP 15, 2016
Old school fund companies Goldman, JPMorgan wade deeper into ETF market

Embracing the reality of where the money is headed.

By Jeff Benjamin
MUTUAL FUNDS SEP 13, 2016
Wave of new strategic beta ETFs make passive investing more complicated

But it's tough to know if the ETFs' investing rules produce superior returns.

By John Waggoner
Empower evolving 401(k) defaults with TDF-managed account hybrid
RETIREMENT PLANNING SEP 12, 2016
Empower evolving 401(k) defaults with TDF-managed account hybrid

While some agree with the firm's logic underpinning the product, they question whether the product can overcome some of the traditional hurdles of managed accounts.

By Greg Iacurci
Financial-sector ETFs bet on a possible interest-rate hike pays off
EQUITIES SEP 12, 2016
Financial-sector ETFs bet on a possible interest-rate hike pays off

Performance anticipation push financials to the head of the pack in August.

By Jeff Benjamin