Results for "mutual funds & ETFs"

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Leveraged and inverse ETFs may be too risky to sell, says state regulator group

July 31, 2019

The North American Securities Administrators Association is alerting broker-dealers that they should carefully consider whether to permit purchases of leverage and/or inverse exchange-traded funds in retail customer accounts. (More:​ Vanguard...

ETF strategists getting crowded out by big asset managers

July 25, 2019

With the flick of his wrist, Richard Michaud flashes his Apple Watch and presses on its sleek black screen. In a few taps, green and red squiggles appear, revealing how the market performed that day. But this isn't a benchmark like the S&P 500...

Disruptive ETFs face an ESG disruption

July 25, 2019

ETFs have new competition, and its name is ESG. Exchange-traded funds have been one of the most disruptive forces in investing in recent years. Burned by decades of high fees and underperformance in actively managed mutual funds, investors have...

Low-cost gold ETFs introduce new fiduciary challenge

July 23, 2019

As threats of a global trade war and bond yields' move into negative territory spark renewed interest in gold as a portfolio ballast, financial advisers are faced with new choices among a growing list of gold-related exchange-traded funds that...

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)...

Top 50 fixed-income 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 Eaton Vance Emerging Markets Local Income Fund;A (EEIAX) 7.45% 10.18% 5.31% $1,019.00 1.22% 2 Vanguard Extended...

Top 50 fixed-income ETFs, 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 PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ) 7.84% 14.18% 0.95% $265.30 0.15% 2 iShares 10+ Year...

Top 50 equity ETFs, 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 Breakwave Dry Bulk Shipping ETF (BDRY) 39.27% -39.69% N/A $4.30 0.15% 2 iPath Exchange Traded Notes Global...

Finra reaches settlements with 56 firms for overcharging customers on mutual funds

July 17, 2019

Finra reached settlements with 56 brokerages and obtained $89 million in customer restitution as the result of a crackdown on firms overcharging for mutual funds, the agency announced Wednesday. The Financial Industry Regulatory Authority Inc....

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...

Stock investors make $6 billion bet on S&P 500 ETFs

July 16, 2019

With U.S. stocks at record highs, investors are betting that the party will continue. The three largest exchange-traded funds that track the S&P 500 Index took in a combined $6.2 billion last week, just as the benchmark topped 3,000 for the...

Critics concerned with pending second wave of SEC share-class crackdown

July 16, 2019

As the Securities and Exchange Commission conducts investigations for the second round of its crackdown on inadequate mutual fund payment disclosures, critics are asserting the agency is engaging in rulemaking by enforcement. Earlier this year,...

Advisers scramble to help retirees navigate looming Fed rate cut

July 15, 2019

For the first time in more than a decade, financial advisers are having to prepare client portfolios for an interest rate cut by the Federal Reserve, and the general consensus of advice is to try and not panic. "Stay away from bank-loan bonds...

ESG funds hitting their stride with record-level inflows

July 12, 2019

Sustainable investing strategies have suddenly become the magic bullet for mutual funds and exchange-traded funds. The latest data from Morningstar Inc. show funds that focus on environmental, social and governance issues attracted $8.9 billion...

Tiny ETF beats tech and everything else in second quarter

July 12, 2019

Forget oil, bonds and tech — if you wanted to make the most money from an exchange-traded fund last quarter, it was the market for transporting iron ore to China where investors really hit the jackpot. The Breakwave Dry Bulk Shipping ETF returned...

Panic sales rekindle debate over ETF liquidity

July 12, 2019

A couple of prominent investment funds are currently living through a portfolio manager's worst nightmare: So many customers are demanding their money back that withdrawals need to be frozen. Amit Deshpande, a former longtime risk manager, sees...

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...

Surging demand turns solar panels into the hottest summer investment

July 10, 2019

Investments in solar energy have been shining brightly this year, and it's not just the summer heat wave that's pushing these stocks and funds to double- and triple-digit gains. The 56.6% surge from the start of the year in the $390 million...

Embracing the highs and lows of cannabis investing

July 9, 2019

When it comes to investing risks and opportunities, there is currently nothing quite like cannabis. While its recreational use is still illegal at the federal level, the momentum behind a push to regulate marijuana alongside alcohol is unmistakable....

World bond index adds climate-risk screen

July 9, 2019

For the first time ever, the sovereign debt issued by the world's developed nations is being indexed according to each country's climate-risk factors. The FTSE Climate Risk-Adjusted World Government Bond Index is the latest example of the expanding...

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