Results for "mutual funds"

Displaying 2,539 results

Sort: Date | Relevance

Author:

American Funds offering TDFs in collective investment trusts

August 3, 2018

Capital Group, the asset manager behind the American Funds investment brand, is planning to offer its target-date mutual funds in a collective-investment-trust-fund vehicle later this year, in a move to seize on the growing popularity of CITs...

Voya gives investors back $2 million under SEC order

August 2, 2018

The Securities and Exchange Commission has terminated a disgorgement fund set up by Voya Investments to reimburse investors in certain Voya mutual funds. The SEC said Voya distributed the entire $2,024,355.48 it had agreed to pay to 36 of its...

Fidelity's zero-cost funds raise issues for 401(k) advisers

August 2, 2018

Fidelity Investments is making 401(k) advisers' lives a little more complicated. The Boston-based behemoth dropped some eye-popping news Wednesday: as of Friday, it will begin offering two index mutual funds with a price tag of 0.00%. Yes, funds...

Fidelity resets the fee-war bar with zero-expense index funds

August 1, 2018

Fidelity Investments has pushed the limit in the wealth management industry's fee wars by launching two index funds with expense ratios of zero. The $7 trillion asset manager's seemingly blatant effort to capture more market share also includes...

401(k) advisory firms with custom TDFs offer pain, solace to asset managers

July 20, 2018

Target-date funds built by firms with large networks of 401(k) plan advisers are beginning to gather significant assets, posing a direct threat to some asset managers trying to distribute their own products. Consider Retirement Plan Advisory...

MassMutual offers active target-date funds managed by T. Rowe Price

July 10, 2018

MassMutual has launched a family of target date funds that is managed by T. Rowe Price and features active management and dynamic tactical asset allocation. The MassMutual Select T. Rowe Price Retirement Funds are available exclusively to participants...

Bill Gross's bond fund sees $580 million of outflows in first half

July 10, 2018

Investors pulled a total of about $580 million from Bill Gross's bond fund in the first half of this year, and he turned in the worst performance among his peers during the period. June marked the fourth straight month of withdrawals for Mr....

Muni closed-end funds may be ripe for tax-loss sales

July 5, 2018

It's only July, but it's not too early to discuss selling municipal-bond closed-end funds to offset a capital gains tax liability, according to Greg Neer of Relative Value Partners. Almost 90% of closed-end funds monitored by Bloomberg posted...

Best- and worst-performing sector funds and ETFs this year

June 22, 2018

A rising tide may lift all ships, but a bull market doesn't lift all stock sectors. Here are the top and bottom funds and ETFs in the five best- and worst-performing sectors this year, listed from worst to first. Data are as of June 21 and are...

Celebrated investor Jim Rogers launches ETF

June 21, 2018

Celebrated investor Jim Rogers has launched an exchange-funded fund. The most intriguing question about this news: Will the perennially bearish Mr. Rogers be able to stay invested? The Rogers AI Global Macro ETF (BIKR), which launched Thursday,...

Mutual funds feel the pinch of platform fees

June 20, 2018

As mutual fund managers face increasing calls to cut their fees, they're asking no-transaction-fee platform providers such as Schwab and Fidelity to cut theirs as well — or at least figure out a way to let investors know what part of their...

Small-cap stocks unfazed by trade tensions

June 19, 2018

Sometimes, you manage to get things half right, and that turns out to be all wrong. For example, you might be correct in assuming that the rope bridge is the best route across Casket Canyon. This would be wrong, however, if you overlooked an...

Neil Hennessy: Active managers can grow their assets with acquisitions

June 5, 2018

Neil Hennessy is founder and chief investment officer of Hennessey Advisors Inc., a $6.6 billion publicly traded investment management company that offers 14 mutual funds to the public. Mr. Hennessy, who started his career as a PaineWebber broker...

Invesco sued for 'indiscriminately' loading 401(k) plan with in-house funds

June 4, 2018

Invesco has been sued for allegedly stacking its 401(k) plan with proprietary investments, joining the ranks of more than 20 asset managers who have had to defend against similar claims of mismanagement by employees seeking to claw back lost...

International funds continue to disappoint

June 1, 2018

International investors' long national nightmare hasn't ended — but if you're looking for a good entry point for relatively cheap stocks, it couldn't hurt to look abroad. For the past decade, international stocks have been a disappointment...

Is David Lerner still chomping on the proprietary product apple?

May 31, 2018

Brokerage firms that sell lucrative proprietary products, such as mutual funds built and managed by company executives, face an inherent conflict of interest. It's a story that's as old as investing. When a registered rep sells a client such...

Legg Mason hopes to reverse TDF fortunes with MassMutual deal

May 30, 2018

Legg Mason is making another attempt at breaking into the target-fund market through a partnership with Massachusetts Mutual Life Insurance Co., a move that hints at the challenges asset managers have faced in 401(k) distribution and emerging...

Some small-caps win in the long term — but which ones?

May 30, 2018

Many things work better in theory than in practice. For example, it's theoretically good to run five miles a day, provided you don't blow out your hamstring or get eaten by a bear. And in theory it's good to invest in small-company stocks for...

Take 5: Kunal Kapoor on travel, teaching kids about money and Chicago baseball

May 26, 2018

Morningstar's CEO loves investing, but he's got other interests, too. Here are five questions he answered for InvestmentNews senior columnist John Waggoner. John Waggoner:​ You and your family go to fairly exotic places on vacation, such as...

Tax reform boosts fund companies' bottom line

May 25, 2018

Mutual fund companies are seeing big benefits from tax reform. How they will use that money is an open question. The Jobs and Tax Cut Act of 2017 sliced the corporate tax rate to 21% from 35%, although it also reduced or eliminated some deductions...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 ... 127

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.