Results for "mutual funds & ETFs"

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USAA retreats from asset management business with $850 million sale to Victory Capital

November 8, 2018

After several years of celebrated efforts to expand the distribution of its investment products beyond its loyal membership base of veterans and active-duty military members, USAA has found a solution in selling the $69.2 billion asset management...

Don't bet on a post-midterm market rally

November 6, 2018

After the U.S. midterm elections, campaign rallies will take a welcome hiatus. Rallies in risk assets could also be harder to come by. Investors warn that the widely expected outcome of a divided Congress may not be fully baked in to asset prices....

ETF investors hunker down in cash

November 5, 2018

Whiplashed by surging bond yields and volatile stocks, more money managers are seeking refuge in the safety of cash-like assets. The top two U.S.-listed exchange-traded funds that invest in Treasury bills drew a combined $1.5 billion in the...

Shorts piled into stock ETFs reach fever pitch

November 2, 2018

The love affair between short sellers and exchange-traded funds reached a fever pitch as equities tumbled in October. As markets went south, investors ran for exchange-traded funds to hedge, according to financial technology and analytics firm...

ETF buyers seek defensive plays amid market turmoil

November 1, 2018

Flows into exchange-traded funds last month sent a bearish signal during all the market turmoil. Investors put just $4.7 billion into U.S.-listed funds in October as the S&P 500 Index declined 7%, marking one of the worst months of the equity...

D.A. Davidson is latest broker-dealer snagged for overly expensive fund shares

November 1, 2018

D.A. Davidson & Co. is the latest in a long line of brokerage firms to be flagged by the Financial Industry Regulatory Authority Inc. for not giving certain clients discounts when they bought mutual fund A shares. On Tuesday, Finra said it had...

More reps bolt from Waddell & Reed, including some it would have liked to have kept

October 31, 2018

Waddell & Reed Financial Inc. lost another 56 brokers in the third quarter, as senior management continued to stress its strategy of shedding low-producing talent and building the firm around its most productive advisers. For the 12 months ended...

Advisers revisit bond ladders as rates rise

October 29, 2018

The rising interest-rate cycle, which is generally bearish for the price of bonds, has some financial advisers embracing bond-laddering strategies to help smooth the ride on the fixed-income side of client portfolios. Buying individual bonds...

Investors jump into ETFs that took a beating in the latest sell-off

October 29, 2018

Investors in exchange-traded funds are buying the dip. Cash is pouring into ETFs tracking areas of the market that have been pummeled in the October sell-off, like small-cap stocks and semiconductor manufacturers. The iShares Russell 2000 ETF...

Answering 'Is that an ETF?' may get easier under plan put to SEC

October 29, 2018

Investors could find it easier to differentiate between exchange-traded funds and other investments under a new proposal put to the Securities and Exchange Commission. Under the plan, issuers would be banned from calling their products ''ETFs,''...

Investors shovel $4 billion into U.S. stock ETFs

October 25, 2018

As U.S. equities erased gains for the year, passive investors bought the dip. On Wednesday, around $4 billion flowed into the two largest exchange-traded funds tracking the S&P 500 Index — State Street's SPY and BlackRock's IVV. That's the...

Fidelity ramps up 401(k) managed account distribution

October 25, 2018

Fidelity Investments is trying to expand its reach into the 401(k) managed account market. The firm has made a number of changes to its managed accounts over the past year and a half, including the addition of more financial planning elements...

Best- and worst-performing equity funds

October 20, 2018

LARGE CAP GROWTH Top 10 1-year return 3-year return 5-year return Expense ratio* Portfolio net assets ($M)** Berkshire Focus Fund (BFOCX) 51.15% 29.68% 19.55% 2.02% $187.60 Dunham Focused Large Cap Growth;N (DNFGX) 37.92% 18.99% 14.11% 1.16%...

Best- and worst-performing fixed-income funds

October 20, 2018

CORE BOND Top 10 1-year return 3-year return 5-year return Expense ratio* Portfolio net assets ($M)** River Canyon Total Return Bond Fund;Institutional (RCTIX) 5.00% 5.31% N/A 0.72% $26.30 Anfield Universal Fixed Income Fund;I (AFLIX) 3.71%...

Best- and worst-performing international funds

October 20, 2018

EQUITY INTERNATIONAL MULTI-CAP CORE Top 10 1-year return 3-year return 5-year return Expense ratio* Portfolio net assets ($M)** PIMCO StocksPLUS International Fd (DH);Inst (PISIX) 7.45% 12.82% 8.74% 0.84% $1,791.40 State Street Hedged Internatl...

Market volatility brings alternative investments back into focus

October 19, 2018

At least on paper, it should be easy to make the case for allocating portfolio assets toward more alternative strategies designed to reduce some of the risk imbedded in a 10-year bull market for stocks. Reality, however, shows that investors...

Tech turnaround might seem familiar to whipsawed investors

October 17, 2018

If the rebound in U.S. technology stocks from their jarring recent declines isn't giving investors a sense of deja vu, it probably should be. The biggest exchange-traded fund tracking the tech-heavy Nasdaq 100 Index has taken back almost half...

New ETF team at Bank of America picks funds

October 17, 2018

Mary Ann Bartels knew there'd be pushback. "We're like Einstein," she nervously joked to a colleague at Bank of America Corp. in the months before they unveiled their latest research, alluding to the deeply skeptical reaction that greeted the...

ETF investors are rewriting the rules on hedging risk

October 16, 2018

Investors are coming up with new ways to hedge credit risk as interest rates rise and the Federal Reserve appears to be on course for further tightening, with minutes from its last meeting scheduled to be released Wednesday. Amid a steep run-up...

Largest financials ETF sees outflows

October 15, 2018

Bank bears are back. Investors yanked more than $1 billion from the $29 billion Financial Select Sector SPDR Fund (XLF) Friday, the largest outflow in more than a decade. In addition, trading in the fund hit $3.6 billion, more than double its...

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