Mutual Funds

Displaying 5344 results
INVESTING MUTUAL FUNDS APR 29, 2016
Apple takes a $4 billion bite out of ETFs as smart-beta shines

In the past two weeks, the tech giant has seen its stock tank 16.3% thanks to disappointing earnings report.

By Bloomberg
INVESTING EQUITIES APR 29, 2016
Voting with their feet, investors show fund companies how they feel about high fees

<i>Breakfast with Benjamin</i> The message is being put out loud and clear: investors want lower-cost investment products.

By Jeff Benjamin
INVESTING MUTUAL FUNDS APR 29, 2016
Invesco pays $10M DOL settlement for ERISA violation

Plus: Warren Buffett isn't sweating the election outcome, find out if you're getting a fair price for airfares, and a Goldman Sachs gym with progressive membership dues

By Jeff Benjamin
Schwab shuns load funds in DOL's wake
INVESTING MUTUAL FUNDS APR 29, 2016
Schwab shuns load funds in DOL's wake

In the latest sign of the changes to come in the wake of the new DOL fiduciary rule, Charles Schwab is taking mutual funds with sales loads off its shelves.

By Jeff Benjamin
Increased SEC scrutiny may be making ETF providers uncomfortable
INVESTING EQUITIES APR 29, 2016
Increased SEC scrutiny may be making ETF providers uncomfortable

Increased SEC scrutiny may be making ETF providers uncomfortable, and the industry may soon have to adapt to new regulations. </br><b><i>(More: <a href=&quot;http://www.investmentnews.com/section/specialreport/20160417/ETF042016&quot; target=&quot;_blank&quot;>The full Spotlight on ETFs special report</a>)</b></i>

By John Waggoner
Vanguard's Gregory Nassour oversees more assets in funds than top bond kings
INVESTING MUTUAL FUNDS APR 28, 2016
Vanguard's Gregory Nassour oversees more assets in funds than top bond kings

His six funds on average beat more than 90% of rivals

By Bloomberg
Morningstar: The more you pay, the less you get from funds
INVESTING MUTUAL FUNDS APR 27, 2016
Morningstar: The more you pay, the less you get from funds

High-fee, actively managed funds fail in the long term.

By John Waggoner
BlackRock joins Pimco warning investors to seek inflation hedge
INVESTING MUTUAL FUNDS APR 26, 2016
BlackRock joins Pimco warning investors to seek inflation hedge

By Bloomberg
INVESTING ALTERNATIVES APR 24, 2016
Making a case for impact investing

By James Lumberg
Efforts by Fidelity, Vanguard and Pimco to calm energy investors pay off
INVESTING EQUITIES APR 22, 2016
Efforts by Fidelity, Vanguard and Pimco to calm energy investors pay off

Three firms are telling clients that despite oil's rout, it remains a good long-term play.

By John Waggoner
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies
INVESTING EQUITIES APR 22, 2016
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies

Broker-sold fund companies lag since new regulation released.

By John Waggoner
SEC renews push for stock-tracking system to find causes of market disruptions
INVESTING MUTUAL FUNDS APR 21, 2016
SEC renews push for stock-tracking system to find causes of market disruptions

Regulator seeks comment on plan for building massive database to help it quickly unravel flash crashes.

By Bloomberg
Global X Funds launches Catholic Values ETF
INVESTING MUTUAL FUNDS APR 21, 2016
Global X Funds launches Catholic Values ETF

Fund designed for investors who want the performance of the S&amp;P 500 Index without all the exposure to weapons, adult entertainment and other traditional Catholic no-nos.

By Jeff Benjamin
Annually rebalancing client portfolios hurts performance: Pinnacle's Michael Kitces
INVESTING RETIREMENT PLANNING APR 21, 2016
Annually rebalancing client portfolios hurts performance: Pinnacle's Michael Kitces

Speaking Monday at the IMCA annual conference in Orlando, Mr. Kitces questioned regular rebalancing and said in one case doing nothing was the better bet.

By Jeff Benjamin
The Financial Stability Oversight Council scrutinizes mutual fund liquidity, leverage in hedge funds
INVESTING MUTUAL FUNDS APR 20, 2016
The Financial Stability Oversight Council scrutinizes mutual fund liquidity, leverage in hedge funds

Regulators concerned about systematic risk in a market rout.

By John Waggoner
Taking a cue from insiders on strategic-beta ETFs
INVESTING ALTERNATIVES APR 20, 2016
Taking a cue from insiders on strategic-beta ETFs

It's no secret that strategic-beta exchange-traded products have become a pervasive part of the marketplace, rewarding investors with innovative tools to diversify and fine-tune portfolios in ways traditional market-capitalization-weighted indexes don't allow.

By Andy O'Rourke
INVESTING ETFS APR 20, 2016
Pimco's active BOND ETF being left in the dust

Plus: The failures of 'too-big-to-fail' banks, dividend investing without the dividends, and passing student loan debt along to the taxpayers

By Jeff Benjamin
Fidelity moves closer to producing smart-beta ETFs
INVESTING ETFS APR 20, 2016
Fidelity moves closer to producing smart-beta ETFs

Recent SEC filing by the fund giant hints at new funds in the works.

By John Waggoner
Investors flee actively managed funds for ETFs
INVESTING EQUITIES APR 20, 2016
Investors flee actively managed funds for ETFs

Many advisers are putting investors into low-cost ETFs and simply dumping most of their clients' actively managed funds.

By John Waggoner
Senator Elizabeth Warren rips SEC for allowing Steven Cohen to start new firm
INVESTING MUTUAL FUNDS APR 19, 2016
Senator Elizabeth Warren rips SEC for allowing Steven Cohen to start new firm

Massachusetts Democrat calls Stamford Harbor a 'mockery' of the SEC's mission.

By Bloomberg