Mutual Funds

Displaying 5360 results
Layoffs hit Pimco, GMO as assets shrink amid flight from active management
EQUITIES JUN 21, 2016
Layoffs hit Pimco, GMO as assets shrink amid flight from active management

The departures include top managers and the closure of some funds.

By John Waggoner
EQUITIES JUN 20, 2016
Morningstar brings smart beta into the active-passive debate

<i>Breakfast with Benjamin</i> Morningstar reshuffles the deck in the active-passive debate, expanding the framework to fold in strategic beta.

By Jeff Benjamin
All eyes on alternative funds at Morningstar Investment Conference
MUTUAL FUNDS JUN 17, 2016
All eyes on alternative funds at Morningstar Investment Conference

Everyone from BlackRock to Vanguard in the alt space

By John Waggoner
EQUITIES JUN 16, 2016
Collective investment trusts rise in popularity as attractive alternatives to mutual funds

Fiduciaries need to be well versed in these low-cost investment vehicles and how to assess them.

By Blaine F. Aikin
EQUITIES JUN 16, 2016
Pimco issues urgent warning about state of commercial real estate market

Plus: Why Wall Street is avoiding pot investments, where to invest $10k today, and become financially better off by not doing this

By Jeff Benjamin
Fear of stock market collapse dictating ETF flows
EQUITIES JUN 16, 2016
Fear of stock market collapse dictating ETF flows

The Fed has been the biggest variable in driving ETF flows. But for now investors are looking to stock-proof, not Fed-proof, their portfolios.

By Bloomberg
BlackRock rolls out Chinese A shares ETF
MUTUAL FUNDS JUN 16, 2016
BlackRock rolls out Chinese A shares ETF

The move comes just a day after MSCI decided not to add China's domestic equities to benchmark indexes.

By Bloomberg
Take 5: Vanguard's Jack Bogle says mutual fund industry needs to change
MUTUAL FUNDS JUN 16, 2016
Take 5: Vanguard's Jack Bogle says mutual fund industry needs to change

Five candid responses on ETFs, smart beta, the Labor Department's fiduciary rule and reading up on muckrakers of old.

By John Waggoner
ETFS JUN 15, 2016
Don't let the fickle Fed hamstring your bond portfolio

<i>Breakfast with Benjamin</i> There are ways to protect your bond holdings from the whims of the Federal Reserve.

By Jeff Benjamin
ETF boon under DOL fiduciary rule won't be universal
ETFS JUN 15, 2016
ETF boon under DOL fiduciary rule won't be universal

Some of the more exotic ETF strategies may be difficult to defend as being in a client's best interest.

By Greg Iacurci
DOL supports ESG fund use in 401(k) plans
RETIREMENT PLANNING JUN 15, 2016
DOL supports ESG fund use in 401(k) plans

New guidance amends old rules that had a &quot;chilling effect&quot; on ESG fund use in ERISA plans.

By Greg Iacurci
Mutual fund born during Great Depression proves the value of buy-and-hold
MUTUAL FUNDS JUN 14, 2016
Mutual fund born during Great Depression proves the value of buy-and-hold

The 81-year-old Voya Corporate Leaders Trust beats most by doing nothing.

By John Waggoner
Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs
MUTUAL FUNDS JUN 14, 2016
Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs

Three of the Franklin LibertyQ funds are core multi-strategy funds, seeking a combination of quality, value, momentum and low-volatility stocks.

By John Waggoner
Invesco, Longleaf funds stashing cash as bear market cushion
MUTUAL FUNDS JUN 09, 2016
Invesco, Longleaf funds stashing cash as bear market cushion

But these funds will look like idiots in a rip-snorting bull market.

By John Waggoner
RIA NEWS JUN 09, 2016
The DOL fiduciary rule will forever change financial advice, and the industry has to adapt

The DOL fiduciary rule will forever change financial advice, and the industry now faces the challenge of adapting to the new regulation.

By Liz Skinner
T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients
MUTUAL FUNDS JUN 08, 2016
T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients

Firm's moves stem from error it made in voting on the 2013 buyout of Dell.

By John Waggoner
Finra orders Oppenheimer & Co. to pay $2.9M for unsuitable sales of nontraditional ETFs
PRACTICE MANAGEMENT JUN 07, 2016
Finra orders Oppenheimer & Co. to pay $2.9M for unsuitable sales of nontraditional ETFs

More than 30,000 non-traditional ETF transactions, totaling approximately $1.7 billion, were carried out by Oppenheimer representatives, according to the regulator.

By Tanvi Acharya
The ETF liquidity mirage
ALTERNATIVES JUN 06, 2016
The ETF liquidity mirage

Are investors making a huge mistake in thinking ETFs are somehow more liquid than their underlying investments?

By Bob Rice
T. Rowe Price makes a $190 million misstep
MUTUAL FUNDS JUN 06, 2016
T. Rowe Price makes a $190 million misstep

Wrong vote in 2013 on Dell proxy costs shareholders.

By John Waggoner
Pimco's new catchphrase to sum up the global economy: stable, but not secure
ETFS JUN 06, 2016
Pimco's new catchphrase to sum up the global economy: stable, but not secure

Central bank policies showing signs of exhaustion, investment giant says.

By John Waggoner