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American Funds gets SEC approval for clean shares
The Securities and Exchange Commission gave the green light Wednesday to the Capital Group to issue “clean shares”…
Vanguard’s market share keeps growing
Only Vanguard and Dimensional Fund Advisors saw net inflows in November.
Brace for thousands of new DOL fiduciary-friendly mutual fund share classes
New T shares would feature a uniform 2.5% front-end load and a 0.25% trailing 12-b(1) fee.
American Funds sees the no-load light
Plus: A big warning from Pioneer Investments, ETF company revenues, and another bleak earnings season ahead
American Funds files for new share class to cut fund expense ratios
F3 shares trim expense ratios by about 37 basis points.
Expect higher than average capital-gains distributions this year: Morningstar
Long bull market, big outflows from active funds are the main culprits.
Fund flows in June: Fidelity, Franklin Templeton hit with biggest outflows
Vanguard, BlackRock funds see the biggest inflows, largely because they're the largest providers of passively managed funds.
Hottest emerging-markets funds spice things up with Latin America
Brandes, Invesco funds add a helping of Brazil.
American Funds’ platform puts target-date funds under a microscope
Fund giant offering financial advisers a tool for evaluating the funds that adheres to the 2013 guidance from the Department of Labor.
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies
Broker-sold fund companies lag since new regulation released.
Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating
The inflow was the most since January 2013, thanks to the market's extreme volatility during 2016's start.
Some American Funds offer up to 18 share classes: Overkill?
The mutual fund industry offers about 8,000 mutual funds, spread among about 24,000 share classes, but some fund companies offer many, many more share classes. Experts say it may be a marketing tool for fund firms.
Fidelity research highlights the active-management edge
Low fund fees and big fund complexes equal outperformance.
American Funds says low fees, manager ownership can save actively managed funds
Top money manager finds two key elements that can help identify which funds are more likely to beat their benchmarks.
Active target date managers make tweaks ahead of Fed rate hike
Active managers have made small changes on the margins of their TDF portfolios, which could give them a short-term advantage over passive managers.
Edward Jones’ proprietary funds are outselling nearly all active managers
Firm has raised $8.1 billion for its seven Bridge Builder funds this year as it moves money from its fee-based platform.
Dimensional Fund Advisors posts 77th consecutive month of positive sales
Firm, a favorite of advisers, keeps clients invested despite market swings.
Legg Mason wants to build ‘better’ ETFs
Money manager asks the SEC for permission to build exotic funds.
Precidian goes back to SEC for approval of active ETF plan
A proposal designed to put actively managed products on par with index funds in the ETF universe by allowing their holdings to be non-transparent is going back in front of securities regulators.
SEC denies active ETF proposal as NextShares launches salvo against competitors
Eaton Vance looks to win the "VHS/Betamax war" for the future of actively managed investments.
