Results for "mutual funds & ETFs"

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2019 Lipper Awards: Faith-based fund takes a starring role

March 7, 2019

The 2019 Lipper Fund Awards by Refinitiv, recognizing the best risk-adjusted mutual fund performance, identifies more than 300 individual fund winners across multiple categories, but one of the biggest winners this year is a fund company that...

Interactive list of 2019 Lipper fund award winners

March 7, 2019

The 2019 Refinitiv 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 10-year...

10 things to know about TDFs

March 6, 2019

Target-date funds are booming, with combined assets in mutual funds and collective investment trust funds approaching $1.8 trillion, according to Sway Research. The average 401(k) plan holds roughly 22% of its assets in TDFs, up from 8% a decade...

Vanguard share of target-date fund market becoming 'obscene'

March 4, 2019

Vanguard Group extended its dominance over the target-date fund market last year as the flow of retirement assets into index funds continued unabated, with employers seeking to reduce the cost of their 401(k) plans. Vanguard swelled its target-date...

Vanguard using ETF portfolios to turn advisers into life coaches

March 1, 2019

Vanguard Group's Greg Davis has a message for financial advisers about their clients: "You are their emotional ballast for the uncertain times." The chief investment officer of the $5 trillion asset manager stressed the growing importance of...

Morningstar brings Pimco flagship fund down down a peg

March 1, 2019

For the first time in its 32-year history, the flagship Pimco Total Return Bond Fund (PTTRX) has found itself hoisting less than a four-star overall performance rating from Morningstar. While the fund-tracker gives the $65 billion fund its highest-level...

March 9, 2009: Financial advisers share lessons, scars from rock bottom

February 28, 2019

For those working in the financial services industry 10 years ago, memories of the financial crisis are often bookended by the March 9, 2009 bottom, when the S&P 500 Index halted its 17-month freefall for a 56.8% decline from the Oct. 9, 2007...

`Investing on steroids' pays off as thematic ETFs outperform

February 28, 2019

For returns more than triple the stock market average so far this year, look no further than a quirky group of exchange-traded funds that bet on the latest investment fads. The top three performing U.S.-listed, non-leveraged ETFs this year are...

Are the economics of active management becoming unsustainable?

February 27, 2019

When one of the world's largest money managers calls the economics of a major fund platform into question, it raises a few eyebrows. Fidelity Investments, which manages $2.5 trillion for investors, said the ongoing movement to low-cost mutual...

Fidelity says it fully discloses fund fees in 401(k) plans

February 27, 2019

Fidelity Investments says it fully discloses fees that it charges some mutual funds for using the company's platform to access retirement plan customers. The fees and Fidelity's disclosure of them are being probed by the U.S. Labor Department,...

Social Finance plans no-fee ETFs

February 25, 2019

The first free exchange-traded fund is on its way. Social Finance Inc., the online lender known as SoFi, is helping start two new ETFs that won't charge a management fee, according to regulatory filings. The funds, which plan to waive charges...

As volatility rises, United Capital gives advisers crash course in alts, options

February 25, 2019

As volatility surges back into the stock market, United Capital Financial Advisers is arming its troops with more sophisticated hedging strategies, including access to options trading in client portfolios. Building out its investing platform...

The race to zero fees may be reaching its natural limits

February 21, 2019

I am unimpressed with "free." So too, it seems, is much of Wall Street. It was less than a year ago when large financial firms started offering mutual funds, exchange-traded funds and other products without charging management or trading fees....

Mortgage ETF is one of the most popular this year

February 20, 2019

Investors on the hunt for both safety and a touch of yield have made a product stuffed with mortgage-backed securities the third-most popular exchange-traded fund this year. The $15 billion iShares MBS ETF (MBB) has taken in more than $3 billion...

Allianz says investors pulled $35 billion in Q4

February 15, 2019

Allianz, the German insurer that owns investment firm Pacific Investment Management Co., saw outflows spike as clients fled volatile markets in the fourth quarter. Investors pulled 31 billion euros ($35 billion) of funds in the final three months...

Life is brutish and short for new ETFs

February 15, 2019

New exchange-traded funds must endure a brutal Darwinian struggle for attention and assets. To attract enough capital to survive amid the competition, new ETFs need a good investment idea and a catchy marketing approach. Those were but some...

Investing legend Jeff Vinik gets a lukewarm reception

February 15, 2019

For those who are newer to the investing world, it might seem like a foreign concept to bank on the performance history and reputation of a single portfolio manager. That's exactly the kind of wall that investing legend Jeff Vinik appears to...

Finra catches Kestra Financial overcharging customers

February 14, 2019

Kestra Financial has been fined $225,000 and required to pay $1.9 million in restitution for overcharging more than 3,200 mutual fund investors over a nine-year period, Finra announced. The Financial Industry Regulatory Authority Inc. reached...

Financial advisers head to cash as stocks move up

February 14, 2019

Never mind that the stock market is up more than 8% from the start of the year. For a lot of professional investors and financial advisers, the risk-off mood that was triggered late last year has been hard to shake. "We're tactical investors...

Schwab, Fidelity expand commission-free ETF trading

February 12, 2019

Brokerage platform giants Charles Schwab Corp. and Fidelity Investments issued near-simultaneous announcements Tuesday morning that they are each expanding to more than 500 the number of commission-free ETFs on their respective platforms. The...

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