Results for "mutual funds & ETFs"

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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...

Wealthfront risk parity fund accused of underperforming

October 12, 2018

Wealthfront's risk parity strategy has been controversial since launching in February, but now it is facing accusations that the fund underperforms. The Wealthfront Risk Parity Fund (WFRPX) is underperforming similar risk parity funds like the...

10 fund categories that survived the stock market pullback

October 12, 2018

October’s burst of stock market volatility caught some investors by surprise, while possibly putting a smile on the faces of investors waiting patiently for exactly this kind of pullback. Over the 30 days ended Oct. 11, the S&P 500 Index fell...

Vanguard experiences technical problems during Wednesday sell-off

October 11, 2018

Vanguard Group, the biggest U.S. mutual fund firm, experienced technical problems Wednesday that made it difficult for some customers to access its website by phone or the internet amid the market rout. The company blamed "periodic network connectivity...

Market slide awakens nervous investors, puts advisers back to work

October 11, 2018

Volatile financial markets are when some financial advisers do their best work — not necessarily with investments, but with clients. "I know there are four or five 'Nervous Nellie' clients that I need to make a phone call to," said Lee Baker,...

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...

Tools of the Trade

October 4, 2018

Given the flow of investor money into exchange traded funds, or ETFs, it's clear they've become very popular. ETFs are portfolios of holdings in which their shares trade throughout the day, like stocks. But there are some differences to keep...

True costs of an ETF lie far beyond its expense ratio

October 4, 2018

When advisers think about what an exchange-traded fund costs, the first and sometimes only factor that comes to mind is its expense ratio. But Maggie Dorn, vice president and ETF specialist with American Century Investments, said that conspicuous...

10 best-performing fixed-income funds in Q3

October 2, 2018

While stocks raced ahead in the third quarter, bonds put in a less impressive performance. Fixed-income securities are overshadowed by rising rates, with the Federal Reserve’s 25-basis-point rate hike last Wednesday its eighth such move since...

BlackRock is the winner and loser in this bond ETF fee fight

October 1, 2018

The fee fight continues in ETF land. But now it's happening within fund firms themselves. BlackRock Inc.'s $2.2 billion iShares Broad USD Investment Grade Corporate Bond ETF (USIG) took in a record $624 million last Tuesday. It appears that...

Cash comes into focus as interest rates continue ascent

September 26, 2018

Cash, an asset class that's been in the doldrums for the better part of a decade, is beginning to show signs of life. The Federal Reserve cut its benchmark interest rate to near zero a decade ago in an effort to stoke the American economy in...

Bank-heavy ETFs see brisk demand amid rising interest rates

September 24, 2018

Investors of exchange-traded funds are chasing chunky yields and pouring cash into strategies holding banks, hoping to profit from higher interest rates. The $33 billion Financial Select Sector SPDR Fund (XLF) took in $942 million last week,...

BlackRock, Thomson Reuters launch new diversity and inclusion ETF

September 24, 2018

BlackRock Inc. and Thomson Reuters are partnering on a new exchange-traded fund that invests in companies that promote diversity and inclusion practices. The new iShares Thomson Reuters Inclusion & Diversity UCITS ETF (OPEN) tracks an index...

Invesco said to be in talks to purchase OppenheimerFunds

September 21, 2018

Invesco Ltd. is in talks to buy Massachusetts Mutual Life Insurance Co.'s OppenheimerFunds unit, which has more than $248 billion in assets under management, according to a person familiar with the matter. A deal could be announced later this...

Former CEO of AllianceBernstein raises $4 billion to launch fund company

September 20, 2018

Peter Kraus, the Wall Street veteran who recently led AllianceBernstein Holding, is starting a mutual fund company — and aiming to shake up the industry's traditional fee model. Italian insurer Assicurazioni Generali is backing Mr. Kraus's...

Advisers struggle with the highs and lows of marijuana investing

September 20, 2018

As marijuana moves closer to the mainstream, with medicinal use now legal in 47 states and nine states plus the District of Columbia allowing recreational use, financial advisers are increasingly being asked by clients about investment opportunities....

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