Results for "mutual funds"

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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...

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...

Mutual fund fee wars will encourage bad behavior

September 6, 2018

Fidelity Investments introduced two mutual funds last month that cost investors nothing. One is focused on U.S. equities and the other on international assets. This is not a gimmick. The funds have already attracted almost $1 billion. The move...

When investment performance is too good to be true

October 10, 2018

While past investment performance should never be interpreted as an indicator of future returns, a rare snafu involving the Great-West Multi-Sector Bond Fund (MXUGX) shows that sometimes past investment performance isn't even an indicator of...

Finra cites Cetera for mutual fund sales charge improprieties

May 4, 2017

Cetera Advisors Network has signed a letter of acceptance, waiver and consent with Finra acknowledging that its advisers sold higher-cost mutual fund shares to retirement plans and charitable organizations instead of lower-cost versions for...

The full list of 2017 Lipper Fund Awards winners

March 23, 2017

The Thomson Reuters Lipper Fund Awards winners have been announced. Lipper measures the winners by their risk-adjusted returns over multiple periods. Award winners are rewarded for consistency over time, including the top 3-year, 5-year and...

Favorite fund companies of fee-based advisers

October 23, 2017

Despite the growing trend toward passive, indexed investing, fund companies known for active management topped the list of favorites among a survey of 1,355 fee-based financial advisers. Source: Cogent Reports.

Best performing funds since '87 crash

October 19, 2017

If you started saving 30 years ago, you got a quick education in the worst Mr. Market can dish out. The Dow Jones industrial average plunged 508 points, or 22.61%, the worst one-day crash in history. Those who weren’t scared out of the stock...

9 ghoulish funds and how they met their demise

October 12, 2017

These doomed mutual funds offered no treats as they slashed investors' accounts. Click through to view 10 scary investments that mostly went to the mutual fund graveyard and left shareholders feeling ghastly.

Columnist unveils annual 'Lump of Coal' awards for mutual funds

December 9, 2015

It's that time of year again when mutual fund columnist Chuck Jaffe doles out his Lump of Coal awards. These dumb mutual fund moves failed investors in 2015. Speaking of 'that time of year,' J.P. Morgan Asset Management has released its holiday...

Investors are giving up on timing a rate hike and dumping funds

June 5, 2015

Here's a news flash: Rising rates are hard to call. And investors who have been trying to do that appear to have given up, according to a Morningstar analysis of mutual fund flows. 25 Funds Investors Are Dumping The chorus for holding off on...

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...

What Bizarro Bogle's world might look like

December 5, 2013

In the Superman mythos, there's a villain named Bizarro Superman that possess all of the same powers as Superman, but uses them for evil instead of good. At a luncheon in New York Thursday honoring John Bogle, founder of the Vanguard Group Inc....

Vanguard takes low-cost mantra to caffeine junkies

June 17, 2013

Watch out Starbucks, there's a new coffee-slinging kid on the block named The Vanguard Group Inc. That's right, the world's largest mutual fund company has taken its low-cost mantra to the caffeine junkies. The Malvern, Pa.-based firm has launched...

The 50 mutual funds with the largest estimated net outflows in 2011

July 6, 2011

Click column headers to sort fields Rank Fund Estimated Net Flow YTD Net Assets Percentage of total AUM 1 American Funds Growth Fund of America -9,528,127,082 160,989,503,335 5.92% 2 PIMCO Total Return Fund -4,396,395,515 243,198,724,883 1.81%...

Funds of funds also funds of fees

June 14, 2011

Altegris Managed Futures Strategy Fund, a mutual fund that allows less affluent clients to invest with some of the best-known hedge-fund commodities traders, has attracted $707 million since its start less than a year ago. Investors in the fund...

Baseball and mutual funds; Underrated/overrated stats - Moneyball

April 1, 2013

Mutual funds and baseball both generate reams of statistics. With the baseball season beginning in earnest this week, Paul Jacobs, chief investment officer of Palisades Hudson Financial Group, takes a closer look at which statistics and factors...

INsider: Gundlach gets in TCW's grill

December 6, 2012

Revenge is a dish best served cold — unless you're star fund manager Jeffrey Gundlach. In that case, it's best served in the office building of the firm that fired and then sued you. On Tuesday, the three-year anniversary of Mr. Gundlach's...

INsider: Follow Berkowitz's lead, don't buy his fund

November 28, 2012

Bruce Berkowitz's journey from worst to first is nearly complete, but what got him there is exactly why advisers should keep away. One year after finishing in the bottom percentile of large-cap funds, his flagship Fairholme Fund ticker:(FAIRX)...

S&P Picks: The Dreyfus Appreciation Fund

August 16, 2010

Dreyfus Appreciation Fund Ticker:(DGAGX) ranks as an S&P five-star Domestic Equity mutual fund because of its relatively strong track record, its ownership of stocks that S&P Equity Research views on average to be undervalued and having financial...

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