Results for "mutual funds & ETFs"

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SEC cracks down on ETF names that could be misleading

April 12, 2019

Exchange-traded funds looking to tap some of the hottest investment trends are going undercover. A growing number of thematic ETFs are changing their identities before they even start trading to conform to a decades-old rule that dictates what...

Who benefits the most from non-transparent ETFs?

April 12, 2019

After years of scrambling and determination, it looks like the actively managed mutual fund industry might finally get its wish to manage exchange-traded funds without having to publish daily investing positions like all other ETFs. The question...

6 big takeaways from Larry Fink's letter to shareholders

April 12, 2019

Larry Fink, chairman and CEO of BlackRock, published his annual letter to shareholders this week, and InvestmentNews scoured its contents to find the most important nuggets for financial advisers. Here's what the head of the world's largest...

You won't believe how some advisers are hedging market risk

April 11, 2019

As stock market volatility starts creeping higher, some financial advisers are reading the signals and adjusting client portfolios to try to hedge the risk of a market pullback like the one investors experienced at the end of last year. "We're...

Betterment adds Dimensional Fund Advisors to its adviser robo

April 11, 2019

Popular fund provider Dimensional Fund Advisors will soon make its mutual funds available on the Betterment for Advisors platform. Betterment CEO Jon Stein said the move is part of a number of enhancements designed to broaden the appeal of its...

BlackRock wages secret fee war for junk-debt ETF investors

April 9, 2019

A covert price war is raging between money managers looking to lure junk-bond investors. BlackRock Inc., the world's largest issuer of exchange-traded funds, has slashed the cost of its iShares Broad USD High Yield Corporate Bond ETF by waiving...

ETF that doesn't reveal its assets poised to get SEC OK

April 9, 2019

An exchange-traded fund that doesn't have to reveal its assets is poised to get the regulator's blessing after a more than four-year wait. The Securities and Exchange Commission plans to issue an order granting Precidian Funds permission for...

Factor investing gets a reboot as ebbing demand bites at ETFs

April 5, 2019

A rough start to the year for more than $850 billion exchange-traded funds with quantitative strategies is fueling a product rethink. Smart-beta stock ETFs, which use characteristics such as a company's value, size or momentum to direct investments,...

Morningstar improving bond fund data reporting

April 4, 2019

Morningstar Inc. is changing up the way it reports fixed-income data for investors and financial advisers. The switch relates to how Morningstar, which provides data and research on mutual funds and exchange-traded funds, reports important fixed-income...

Active managers stumble in March after hot start to 2019

April 3, 2019

For active managers who spent the year's first two months rediscovering their super powers, March was kryptonite. Stock-picking mutual funds have watched it all turn tragic over the last four weeks, with two-thirds trailing benchmarks, upending...

Looking beyond the S&P 500: Time to refresh portfolios, benchmarks

April 3, 2019

An inflection point looms for investors, making it an excellent time for advisers and clients to consider some of the remaining fallout from the decade-long bull market — namely, an overreliance on the S&P 500 Index as both an asset class...

Alternative strategies earn their keep over six months of market extremes

April 3, 2019

It has been at least five years since Dick Pfister can recall a six-month period that has been so favorable to alternative investment strategies. Mr Pfister, founder and president of AlphaCore Capital, a firm that allocates between 15% and 30%...

How mid-cap growth funds owned the first quarter

April 2, 2019

The often overlooked and under-allocated mid-cap growth fund category cranked out one of its rare high notes during the first three months of 2019, with an 18.4% return that beat the eight other equity style boxes. Mid-cap growth's performance...

Demand for growth stocks produces record inflows for ETF

April 1, 2019

The best quarter for U.S. stocks in a decade has come to a close, but signs are emerging that the appetite for risk may have room to grow. It's apparent in the rush of investors trying to get access to growth stocks, a strategy that was pummeled...

Some mutual fund investors might unwittingly already own shares of Lyft

March 28, 2019

As ride-sharing company Lyft closes in on its initial public offering, financial advisers and investors could be surprised to learn they might already own a piece of the company through a mutual fund. According to Morningstar, there are 36 mutual...

Latest price-war salvo pegs fees to low-risk performance

March 28, 2019

Westwood Holdings Group, a $16.6 billion Dallas-based asset manager, is hoping to catch a ride on the price-war bandwagon with a managed-account fee model that links fees to the risk taken by the portfolio manager. To underscore the lack of...

Vanguard poised to top BlackRock in first-quarter U.S. ETF flows

March 27, 2019

Vanguard Group Inc. is luring more money this quarter than any of its rivals in the ultra-competitive U.S. market for exchange-traded funds. The $5 trillion asset manager's U.S. ETFs have absorbed about $17 billion since year-end, meaning it's...

Bots are forging the next generation of index funds

March 26, 2019

Kensho Technologies was focused on analyzing North Korean missile launches, earthquakes and elections when John van Moyland joined in 2014. The Central Intelligence Agency was among its early backers. Now its focus has shifted to finance. S&P...

BlackRock invests in pot stock

March 22, 2019

BlackRock Inc. funds are wading into the fast-growing cannabis industry as institutional investors grapple with betting on weed. Five actively managed BlackRock funds have become the largest institutional investor in Curaleaf Holdings Inc.,...

As cash-back ETF hits funds market, signs of trouble appear

March 20, 2019

There's a whiff of desperation among asset managers in their seemingly never-ending war on fund fees. Last week, one ETF upstart created a minor splash by doing what was once unthinkable — offering to pay investors to buy into its exchange-traded...

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