Results for "mutual funds"

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401(k) advisers value active management in some categories, despite indexing craze

August 21, 2017

Index funds are continuing their push into 401(k) plan menus, but some retirement plan advisers and analysts still see areas where active management makes sense. The number of 401(k) plans offering index funds to employees swelled to 89.4% of...

The best and worst liquid alternative funds over the past 10 years

August 16, 2017

The financial crisis spawned a rebirth of alternative-strategy mutual funds designed to help investors through the next downturn. The strategies don’t promise to keep pace with the stock market, but here are the five-best and five-worst performers...

Eduardo Repetto to leave Dimensional Fund Advisors

August 15, 2017

Eduardo Repetto, co-CEO and co-CIO of Dimensional Fund Advisors, will leave DFA in September, the company said Tuesday. Gerald O'Reilly, currently co-CIO, will become co-CEO with David Butler. David Booth, the company's founder, will continue...

Fidelity Investments fires another salvo in the fee wars

July 31, 2017

The great fee war rolls on: Fidelity Investments Monday announced fee cuts to 14 of its stock and bond index funds, saying that they now have cheaper comparable funds than archrival Vanguard. The average expenses across Fidelity's stock and...

Shifting DCIO distribution offers opportunity for 401(k) advisers

July 19, 2017

In the large defined-contribution-plan market — the realm of plans larger than $1 billion — the norm is for money managers to sell directly to plan sponsors and work cooperatively with the plan's consultants. For smaller plans, the defined...

LPL to roll out new mutual fund platform as DOL fiduciary rule takes effect

July 13, 2017

LPL Financial announced Thursday it plans to roll out a new mutual fund platform to advisers early next year to eliminate perceived conflicts of interest in compensation as the Labor Department's fiduciary rule is set to take full effect. LPL,...

A shares live on, despite some hefty upfront sales charges

July 13, 2017

Remember the days when your clients paid you upfront to buy a mutual fund? Apparently, those days aren't entirely gone. The 15 largest A share classes saw net new cash flow of $8.1 billion over the past 12 months, according to Morningstar Inc....

Asset management revenue, profits down in 2016 for first time since 2008

July 12, 2017

Rising markets aren't a haven for money managers. For the first year since the 2008 financial crisis, revenue earned by asset management firms globally fell in 2016 along with profits, according to a report Tuesday by Boston Consulting Group....

Fund manager MFS sued for self-dealing in its 401(k) plans

July 10, 2017

MFS Investment Management has been sued for self-dealing in its company 401(k) plans, becoming the latest fund firm to be targeted for stocking its retirement plan primarily with proprietary investments. The plaintiff in the lawsuit, Velazquez...

Will new smart-beta strategies boost target-date funds' performance?

July 8, 2017

Target-date funds are the Energizer Bunny of the mutual fund world. As the industry struggles furiously for investors' money, target-date funds slide blithely by, with billions of dollars in new money flowing in. Now they're adding a little...

Dominated by women, tech-heavy fund is up 36% on the year

July 6, 2017

Zevenbergen Genea doesn't exactly roll off the tongue. But so far, the $5.7 million fund is on a roll. The fund, which trades under the ticker ZVGNX, is a concentrated, go-anywhere fund that is largely focused in technology. So far this year,...

Fidelity, American Century adopting new TDF fee tactic as cost pressures grow

July 5, 2017

Two of the largest managers of target-date-fund assets, Fidelity Investments and American Century Investments, are changing how they assess fees in the multi-asset funds, at a time of heightened cost scrutiny and as TDFs capture an increasing...

8 top performing mutual funds and ETFs for the first half of 2017, and one to avoid

June 30, 2017

The first half of 2017 is over, and it’s been a good one for investors: The Standard & Poor’s 500 stock index gained 9.2%, and the MSCI Europe, Australasia and Far East (EAFE) index jumped 12.6%. Here’s a look at some of the top-performing...

10 funds with largest 3-year outflows

June 26, 2017

Investors have been more open to a clown inviting them into the woods than they have been to buying actively managed mutual funds. And that’s understandable, given how poorly many managers have fared against passively managed index funds....

Collective investment trusts getting more attention from 401(k) advisers

June 21, 2017

Mutual funds hold the lion's share of 401(k) assets, but another investment vehicle -— collective investment trusts — are quickly emerging as a contender. Indeed, among the largest 401(k) plans, or those with more than $1 billion in assets,...

Fidelity launches funds that can make RMDs for aging baby boomers

June 12, 2017

Fidelity Investments is hoping to rouse interest in an otherwise sleepy market for managed-payout funds by launching funds that can make required minimum distributions for investors, at a time when the first baby boomers have just started reaching...

DOL fiduciary rule: Edward Jones changing stance on mutual fund commissions in IRAs

June 7, 2017

Edward Jones is reconsidering its ban on mutual fund commissions in individual retirement accounts under the Department of Labor fiduciary rule, and hopes to roll out a new account option by midsummer that would allow advisers to use such investments...

Fidelity launches two ESG index funds

May 15, 2017

Fidelity Investments has launched two environmental, social and governance index funds: the Fidelity U.S. Sustainability Index Fund and Fidelity International Sustainability Index Fund. The two funds — the firm's first ESG index funds —...

Best- and worst-performing international funds

May 14, 2017

EQUITY INTERNATIONAL MULTI-CAP CORE Top 10 Portfolio net assets ($M) 1-year return 3-year return 5-year return Expense ratio* Oakmark International Fund Investor (OAKIX) $29,763.20 21.82% 2.87% 11.02% 1.05% PIMCO StocksPLUS International Fd...

Best- and worst-performing fixed-income funds

May 14, 2017

CORE BOND Top 10 Portfolio net assets ($M) 1-year return 3-year return 5-year return Expense ratio* Miller Intermediate Bond Fund I (MIFIX) $162.50 7.74% N/A N/A 1.25% River Canyon Total Return Bond Fund Institutional (RCTIX) $27.50 6.25% N/A...

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