Results for "mutual funds"

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HSA fees drop, investment design shows improvement

October 1, 2019

Investment funds in health savings accounts have improved substantially over the past few years on several fronts, including fund options, quality and fees, according to a new report from Morningstar Inc. "You've seen definite improvements,"...

Taxes are one thing – not the 'only' thing

September 27, 2019

Tax Day has come and gone. As advisers to high-net-worth individuals and families, tax planning is a year-round priority. HNW clients have wide-ranging objectives that include everything from transferring large amounts of money to younger generations,...

Big capital-gains tax hit on horizon for mutual fund investors

September 25, 2019

Some investors in actively managed mutual funds can expect to incur big capital-gains tax bills this year, as continued outflows and lofty returns combine to stymie those holding funds in taxable accounts. Assets have continued to bleed out...

Ariel's Mellody Hobson says women, minorities should 'speak their truth' instead of trying to blend in

September 19, 2019

In July, Mellody Hobson was promoted to co-chief executive officer of Ariel Investments in Chicago, a company she initially joined as a college intern in 1989 and has served as president since 2000. Ms. Hobson, 50, takes seriously her status...

BlackRock, Vanguard accused of opposing shareholder efforts on climate

September 17, 2019

BlackRock and the Vanguard Group, the two largest asset managers, are falling short as shareholders in combating the risks of climate change, according to nonprofit group Majority Action. The group examined the proxy voting of 25 of the top...

The chief ETF cost that advisors often overlook

September 16, 2019

If there is one hallmark of exchange traded funds most advisors agree on, it's the investment vehicle's low cost. That cost is typically measured by an ETF's expense ratio, a number that has become the de facto ETF yardstick. In fact, many advisors...

Cetera Advisors charged with defrauding clients

August 30, 2019

The Securities and Exchange Commission charged Cetera Advisors Thursday with breaching its fiduciary duty and defrauding its retail advisory clients in connection with the sales of mutual funds, earning more than $10 million to which it was...

Finra fines former Morgan Stanley rep for impersonating a client

August 20, 2019

The Financial Industry Regulatory Authority Inc. has fined former Morgan Stanley broker John Tillotson $5,000 and suspended him for 15 days for impersonating five clients in five phone calls to a mutual fund company so that he could transfer...

Cost to play bigger role in investment recommendations

August 19, 2019

Cost will soon play a more important role in the investment recommendations brokers make to clients. The Securities and Exchange Commission, as part of its recent overhaul of investment-advice standards for brokers and financial advisers, explicitly...

Veteran small-cap manager navigates market cycles with a basic philosophy

August 7, 2019

Over the 18 years Robert Bergson has managed the Northern Small Cap Value Fund (NOSGX), he has navigated through just about every kind of market condition, which is probably why he's able to stay so calm during the current state of the financial...

Top 50 equity mutual funds, second quarter 2019

July 20, 2019

Ranked by quarterly returns Name/ticker 3-month return 1-year return 3-year annualized return Portfolio net assets ($M) Expense ratio* 1 Kinetics Internet Fund;No Load (WWWFX) 21.92% 18.16% 19.14% $138.70 1.84% 2 OCM Gold Fund;Investor (OCMGX)...

Fidelity adds low-cost funds, stepping up fee war

July 16, 2019

Fidelity Investments is stepping up its rivalry with Vanguard Group by launching five new index mutual funds with expense ratios it says are lower than the equivalent products at its competitor. Tuesday, Fidelity, which has $2.8 trillion under...

Ariel Investments promotes Mellody Hobson to co-CEO

July 11, 2019

Ariel Investments, the nation's largest African-American-owned asset management firm, has expanded the role of company president Mellody Hobson by promoting her to co-chief executive officer. The $13 billion Chicago-based money manager, which...

Fidelity says it's entitled to alleged 'secret payments' in 401(k) plans

July 9, 2019

Fidelity Investments said it is legally entitled to payments it receives in connection with 401(k) investments and that the collection of such fees has become necessary for record keepers given the prevailing economics of the industry. Fidelity,...

Correcting three misconceptions about ETFs

July 8, 2019

There are probably no hard numbers to prove it but I'm guessing the odds are good that, despite the increasing popularity of exchange traded funds, most investors don't really understand the mechanics of them. It's not that being an expert in...

Weatherbie team turns Alger fund into a top performer

June 20, 2019

In the two years since Weatherbie Capital took over management of the Alger SMid Cap Focus Fund (ASMZX), the $570 million fund has pushed its way to top of the mid-cap growth category. Key changes under the management team of Joshua Bennett,...

Target-date fund design may be wrong for retirees

June 17, 2019

Prominent retirement researchers are questioning whether target-date funds, the golden goose of the 401(k) industry, are structured appropriately. TDFs have become the preferred investment for 401(k) savers, now holding about $1.1 trillion in...

Overlooked fund category is dominating 2019

May 29, 2019

The stock market's volatility over the past several months has generally favored actively managed investment strategies, in a switch from passive strategies' generally stronger performance in recent years. But the biggest surprise so far this...

Capital Group, bastion of active management, rebounds to $1.9 trillion

May 14, 2019

It's been a trying decade for Rob Lovelace. Capital Group Cos., the money-management firm his father's father founded in Los Angeles during the Great Depression, took a beating after the financial crisis. Over seven straight years, clients pulled...

Kyle Weaver of Fidelity pursues deep value in secular themes

May 13, 2019

Kyle Weaver doesn't describe his investing style as aggressive, but he does adhere strictly to a three- to seven-year time horizon when picking stocks for the more than $6 billion he manages across three portfolios at Fidelity Investments. Mr....

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