Mutual Funds

Displaying 5360 results
Vanguard rolls out funds with 0.01% expense ratio
EQUITIES MAR 17, 2016
Vanguard rolls out funds with 0.01% expense ratio

The minimum investment is $5 billion for the stock fund, and $3 billion for the bond fund.

By John Waggoner
Fidelity, other mutual funds fight SEC's liquidity-cushion rules
MUTUAL FUNDS MAR 16, 2016
Fidelity, other mutual funds fight SEC's liquidity-cushion rules

Faced with one bond-fund meltdown and worried about others, the Securities and Exchange Commission is pushing new rules to ensure investors can get their money back when they want it.

By John Waggoner
Smart beta continues to confound advisers
EQUITIES MAR 16, 2016
Smart beta continues to confound advisers

Ill-named strategy finds place between passive and active.

By Jeff Benjamin
EQUITIES MAR 15, 2016
Advisers who ignore ETFs are missing out on the product evolution, and so are their clients

Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously

By Jeff Benjamin
MUTUAL FUNDS MAR 11, 2016
Fund managers see economic slowdown, looming recession

<i>Breakfast with Benjamin</i> A majority of fund managers say global economic growth is almost out of steam and a recession isn't that far off.

By Jeff Benjamin
EQUITIES MAR 11, 2016
Will anybody ever be prosecuted for the 2008 financial crisis?

<i>Breakfast with Benjamin</i> So far, nobody has been prosecuted for contributing to the 2008 financial crisis. &#8220;This gags me,&#8221; said Elizabeth Warren.

By Jeff Benjamin
Pimco defends treating dividends, capital gains as new inflows
MUTUAL FUNDS MAR 11, 2016
Pimco defends treating dividends, capital gains as new inflows

Many fund companies, such as Fidelity and Vanguard, back out dividends and capital gains from their net flows calculations. So does Morningstar.

By John Waggoner
More than 20% of mutual funds shuttered over last five years
EQUITIES MAR 11, 2016
More than 20% of mutual funds shuttered over last five years

Competition from index funds could hold the death rate steady going forward.

By John Waggoner
Stocks rally as investors reassess ECB stimulus package
MUTUAL FUNDS MAR 10, 2016
Stocks rally as investors reassess ECB stimulus package

S&amp;P 500 erases weekly drop; technology, bank shares rally

By Bloomberg
The top-performing socially conscious funds
ALTERNATIVES MAR 10, 2016
The top-performing socially conscious funds

A look at the ESG funds that have performed the best as socially responsible investing has grown in popularity.

By mlanche
Investors pile into gold funds, ETFs
EQUITIES MAR 07, 2016
Investors pile into gold funds, ETFs

The precious metal is already up nearly 17% from the start of the year, and some analysts are now suggesting the case for gold is getting even stronger.

By Jeff Benjamin
Morningstar expands access to ESG fund scores for socially conscious investors
RIA NEWS MAR 06, 2016
Morningstar expands access to ESG fund scores for socially conscious investors

Investors can see how funds rate when it comes to sustainability factors. But public access could mean more pressure and focus on ESG issues from clients.

By Jeff Benjamin
Some dividend-loving funds hit new highs
ETFS MAR 06, 2016
Some dividend-loving funds hit new highs

The average stock fund investor is still sitting on losses since the market's May 2015 peak. But many funds that invest like your grandparents have already climbed out of the hole.

By John Waggoner
Stocks fluctuate as investors weigh ECB stimulus
MUTUAL FUNDS MAR 04, 2016
Stocks fluctuate as investors weigh ECB stimulus

Brent tops $40 for first time since December on rig count

By Bloomberg
U.S. stocks advance amid 3-week rally after mixed jobs report
MUTUAL FUNDS MAR 04, 2016
U.S. stocks advance amid 3-week rally after mixed jobs report

Economy adds more jobs than forecast, earnings lose traction

By Bloomberg
EQUITIES MAR 04, 2016
Gold's near-term future looks bright

Investors are piling in to gold funds, ETFs

By Jeff Benjamin
Best junk bond manager of decade says recession fears overdone
MUTUAL FUNDS MAR 03, 2016
Best junk bond manager of decade says recession fears overdone

Fidelity's Mark Notkin sees mid-to-high single-digit returns for 2016

By Bloomberg
Value stocks poised to take the lead from growth investing
MUTUAL FUNDS MAR 03, 2016
Value stocks poised to take the lead from growth investing

A looming earnings recession favors utilities, staples, dividend-payers.

By Jeff Benjamin
Gold rally takes a breather
ETFS MAR 03, 2016
Gold rally takes a breather

Some analysts say the pullback makes more sense than the rally

By Jeff Benjamin
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds
EQUITIES MAR 02, 2016
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds

Scoring funds for social, environmental and governance factors feeds a growing investor appetite

By Jeff Benjamin