Results for "mutual funds & ETFs"

Displaying 2,223 results

Sort: Date | Relevance

Author:

Funds like Magellan need gamblers like Bill Gross

June 7, 2018

I know why investors don't care about Fidelity Magellan's comeback. As Bloomberg reported on Monday, the mutual fund made famous by hall-of-fame stock picker Peter Lynch is enjoying a resurgence after years of mediocre performance. The fund...

Watch out for stock ETFs with the largest inflows

June 7, 2018

You've probably warned clients against buying the hottest exchange-traded funds. You should also warn them against buying stock ETFs with the largest inflows, according to a study by the Leuthold Group. The stock ETFs that had the highest inflows...

Glut of smart-beta ETFs is pushing issuers toward bonds

June 6, 2018

The explosion of "smart-beta" exchange-traded funds last year was the latest gold rush to hit the fast-growing $3 trillion ETF industry. But as investors gather in New York City Wednesday and Thursday for a conference focused on smart-beta ETFs,...

Vanguard: More than half of 401(k) participants invest solely in target-date funds

June 5, 2018

Participants in defined contribution plans are relying more on professionally managed investment options, especially target-date funds, Vanguard Group reported Tuesday. The portion of participants investing in these options climbed to 58% last...

Neil Hennessy: Active managers can grow their assets with acquisitions

June 5, 2018

Neil Hennessy is founder and chief investment officer of Hennessey Advisors Inc., a $6.6 billion publicly traded investment management company that offers 14 mutual funds to the public. Mr. Hennessy, who started his career as a PaineWebber broker...

Small-cap ETFs see surge in inflows

June 5, 2018

ETF investors haven't been this "America first" since Donald Trump won the presidential election — at least if flows to small-capitalization companies are any guide. Last month, roughly $7.5 billion poured into exchange-traded funds focused...

Invesco sued for 'indiscriminately' loading 401(k) plan with in-house funds

June 4, 2018

Invesco has been sued for allegedly stacking its 401(k) plan with proprietary investments, joining the ranks of more than 20 asset managers who have had to defend against similar claims of mismanagement by employees seeking to claw back lost...

International funds continue to disappoint

June 1, 2018

International investors' long national nightmare hasn't ended — but if you're looking for a good entry point for relatively cheap stocks, it couldn't hurt to look abroad. For the past decade, international stocks have been a disappointment...

Advisers can learn a lesson from Costco

May 31, 2018

Financial advisers — and plan sponsors — could help investors the most by taking a page from Costco: Offer fewer choices at lower cost. The takeaway: Providing lots of options isn't in the best interests of most investors, according to a...

Is David Lerner still chomping on the proprietary product apple?

May 31, 2018

Brokerage firms that sell lucrative proprietary products, such as mutual funds built and managed by company executives, face an inherent conflict of interest. It's a story that's as old as investing. When a registered rep sells a client such...

Legg Mason hopes to reverse TDF fortunes with MassMutual deal

May 30, 2018

Legg Mason is making another attempt at breaking into the target-fund market through a partnership with Massachusetts Mutual Life Insurance Co., a move that hints at the challenges asset managers have faced in 401(k) distribution and emerging...

Some small-caps win in the long term — but which ones?

May 30, 2018

Many things work better in theory than in practice. For example, it's theoretically good to run five miles a day, provided you don't blow out your hamstring or get eaten by a bear. And in theory it's good to invest in small-company stocks for...

More institutional money managers joining the $1 trillion club

May 30, 2018

Among institutional money managers, a two-company battle has emerged for the most assets under management, even as more firms have joined the $1 trillion-plus AUM club. BlackRock Inc. (BLK) and Vanguard Group Inc. retained the top two positions...

Bill Gross had nightmare day as fears about Italy roiled markets

May 30, 2018

Bill Gross had his worst day in almost four years Tuesday. For other bond managers, it was more like Christmas in May. The steep decline in interest rates triggered by fears that Italy might leave the euro sent Mr. Gross's $2.1 billion Janus...

Take 5: Kunal Kapoor on travel, teaching kids about money and Chicago baseball

May 26, 2018

Morningstar's CEO loves investing, but he's got other interests, too. Here are five questions he answered for InvestmentNews senior columnist John Waggoner. John Waggoner:​ You and your family go to fairly exotic places on vacation, such as...

Morningstar evolving well beyond its origins analyzing mutual funds

May 26, 2018

Seventeen months into his tenure as CEO of Morningstar Inc., Kunal Kapoor finds himself in a familiar situation — selling to advisers, yet competing with them in some areas. Morningstar has radically reshaped itself since the days when its...

SEC proposes rules to make ETF research easier for broker-dealers

May 25, 2018

The Securities and Exchange Commission proposed rules Wednesday that would make it easier for brokers or dealers to publish research on mutual funds, exchange-traded funds and business development companies without worrying about it being considered...

Tax reform boosts fund companies' bottom line

May 25, 2018

Mutual fund companies are seeing big benefits from tax reform. How they will use that money is an open question. The Jobs and Tax Cut Act of 2017 sliced the corporate tax rate to 21% from 35%, although it also reduced or eliminated some deductions...

Separating fact from fiction with fund investor behavior

May 24, 2018

Despite what you may have heard, the least exciting aspect of our financial markets over the last 80 years has been the behavior of mutual fund investors during periods of volatility or crisis. And that's a good thing. The nearly $22 trillion...

Running this bond ETF is like solving a $55 billion Rubik's Cube

May 22, 2018

If you think running a passive bond fund is a formulaic task that a robot could do, think again. When your underlying index is filled with thousands of fixed-income securities, tracking it isn't exactly a simple task. The crux of the problem:...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 ... 112

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.