Results for "mutual funds & ETFs"

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Tech sell-off becomes the roughest since 2011

November 12, 2018

Another beating in tech shares has thrust the correction that began last month into a league of its own versus past sell-offs. The numbers are getting ugly. A gauge of 30-day turbulence in the Nasdaq 100 has tripled in five weeks, pushing it...

ETF buyers seek defensive plays amid market turmoil

November 1, 2018

Flows into exchange-traded funds last month sent a bearish signal during all the market turmoil. Investors put just $4.7 billion into U.S.-listed funds in October as the S&P 500 Index declined 7%, marking one of the worst months of the equity...

Shorts piled into stock ETFs reach fever pitch

November 2, 2018

The love affair between short sellers and exchange-traded funds reached a fever pitch as equities tumbled in October. As markets went south, investors ran for exchange-traded funds to hedge, according to financial technology and analytics firm...

Best- and worst-performing fixed-income funds

October 20, 2018

CORE BOND Top 10 1-year return 3-year return 5-year return Expense ratio* Portfolio net assets ($M)** River Canyon Total Return Bond Fund;Institutional (RCTIX) 5.00% 5.31% N/A 0.72% $26.30 Anfield Universal Fixed Income Fund;I (AFLIX) 3.71%...

Best- and worst-performing international funds

October 20, 2018

EQUITY INTERNATIONAL MULTI-CAP CORE Top 10 1-year return 3-year return 5-year return Expense ratio* Portfolio net assets ($M)** PIMCO StocksPLUS International Fd (DH);Inst (PISIX) 7.45% 12.82% 8.74% 0.84% $1,791.40 State Street Hedged Internatl...

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...

Investors shovel $4 billion into U.S. stock ETFs

October 25, 2018

As U.S. equities erased gains for the year, passive investors bought the dip. On Wednesday, around $4 billion flowed into the two largest exchange-traded funds tracking the S&P 500 Index — State Street's SPY and BlackRock's IVV. That's the...

Best- and worst-performing equity funds

October 20, 2018

LARGE CAP GROWTH Top 10 1-year return 3-year return 5-year return Expense ratio* Portfolio net assets ($M)** Berkshire Focus Fund (BFOCX) 51.15% 29.68% 19.55% 2.02% $187.60 Dunham Focused Large Cap Growth;N (DNFGX) 37.92% 18.99% 14.11% 1.16%...

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...

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...

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...

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...

Mutual fund fee wars will encourage bad behavior

September 6, 2018

Fidelity Investments introduced two mutual funds last month that cost investors nothing. One is focused on U.S. equities and the other on international assets. This is not a gimmick. The funds have already attracted almost $1 billion. The move...

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,...

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...

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....

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...

How do you spell investor relief in a bear market? E-T-Fs

September 8, 2018

Nine years into a bull market with rocketing growth in stocks like Amazon and Apple, investors are wary of equities. Providers of exchange-traded funds have played to that sentiment by rolling out ETFs that attempt to protect investors from...

SEC penalizes RIA more than $2 million for 12b-1 violations

September 14, 2018

A Pennsylvania investment advisory firm on Friday agreed to pay $2.1 million in a settlement with the Securities and Exchange Commission over sales of high-fee mutual fund share classes. In the order, the SEC alleged that from April 2013 through...

Fidelity launches two more zero-fee funds

September 13, 2018

Fidelity Investments said it will start two additional zero-expense-ratio mutual funds, stepping up its push to lure cost-conscious individual investors. The Fidelity Zero Large Cap Index Fund and the Fidelity Zero Extended Market Index Fund...

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