Mutual Funds

Displaying 5407 results
MUTUAL FUNDS NOV 18, 2016
Fund flows make screeching U-turn after election

Money flows out of bonds into stocks.

By John Waggoner
Morningstar to create new style box for liquid alt funds
EQUITIES NOV 17, 2016
Morningstar to create new style box for liquid alt funds

It will help advisers and investors measure correlation and volatility of past returns.

By Jeff Benjamin
Capital One will eliminate commissions on IRAs
RETIREMENT PLANNING NOV 14, 2016
Capital One will eliminate commissions on IRAs

The transition will be completed by the time the Department of Labor fiduciary rule takes effect.

By Grete Suarez
MUTUAL FUNDS NOV 14, 2016
Vanguard, Pimco feel the pain as long-term funds get smacked

The bond market selloff is getting more serious, with some popular funds down nearly 20% since the summer.

By John Waggoner
MUTUAL FUNDS NOV 10, 2016
Alternative energy funds have dim prospects under a Trump presidency

By John Waggoner
PRACTICE MANAGEMENT NOV 10, 2016
What you can learn from 30 years of stock-picking

Veteran managers from Ariel, Gabelli, Monetta and Pioneer share their lessons.

By John Waggoner
SEC uses F-Squared saga to drive home due diligence message
ALTERNATIVES NOV 10, 2016
SEC uses F-Squared saga to drive home due diligence message

Telling advisers to never assume enough is enough when it comes to research.

By Jeff Benjamin
MUTUAL FUNDS NOV 08, 2016
USA Mutuals Vice Fund's winning strategy in election year: Guns, booze, tobacco and gambling

The fund has beaten the S&P 500 in three of the last four presidential election cycles.

By John Waggoner
ETFS NOV 08, 2016
American Funds sees the no-load light

Plus: A big warning from Pioneer Investments, ETF company revenues, and another bleak earnings season ahead

By Jeff Benjamin
MUTUAL FUNDS NOV 07, 2016
Bipartisan support from Democrats and Republicans bodes well for infrastructure investments

Infrastructure mutual funds and ETFs are currently beating the S&P 500.

By John Waggoner
Morningstar cuts index benchmarking fees to zero
ETFS NOV 07, 2016
Morningstar cuts index benchmarking fees to zero

Through the launch of its Open Indexes Project, the fund tracker is now offering free access to more than 100 global equity indexes and hopes to build a brand as well.

By Jeff Benjamin
MUTUAL FUNDS NOV 04, 2016
Little bloodshed in bond market so far as interest rates rise

Despite redemptions, largest bond funds hold up well.

By John Waggoner
AlphaCore mutual fund debut rides a long track record
ALTERNATIVES NOV 04, 2016
AlphaCore mutual fund debut rides a long track record

Putting past performance in perspective.

By Jeff Benjamin
Horizons ETF Management expands U.S. footprint with Recon Capital buy
ETFS NOV 03, 2016
Horizons ETF Management expands U.S. footprint with Recon Capital buy

Global ETF manager sees big opportunities in U.S. market.

By Jeff Benjamin
MUTUAL FUNDS NOV 02, 2016
Who needs ETFs? Nobody, study says

Academic study in Germany concludes that poor fund selection and rotten market timing contribute to poor performance

By John Waggoner
American Funds files for new share class to cut fund expense ratios
EQUITIES NOV 02, 2016
American Funds files for new share class to cut fund expense ratios

F3 shares trim expense ratios by about 37 basis points.

By Jeff Benjamin
FINTECH NOV 01, 2016
Morningstar launches ETF analyst ratings for 250 funds

By John Waggoner
EQUITIES NOV 01, 2016
Eaton Vance to buy Calvert Investments

Acquisition of $12.3B social investment manager marks big step into the ESG market.

By John Waggoner
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