Displaying 11 results
State Street cuts fees on $78bn of ETFs in its core line
The firm reduced fees by as much as half on its low-cost Portfolio ETFs, which are for buy-and-hold investors.
Institutional investors lean into active management, despite trend toward passive
A Cerulli report shows how the so-called smart money is generally increasing exposure to active strategies.
ETF inflows on track to shatter 2020 record
Flows into exchange-traded funds have been unprecedented this year, even against the backdrop of a record 2020. Despite market valuations and inflation threats, financial advisers are keeping the pedal to the metal.
Finding diversification beyond market-cap-weighted indexes
The equally weighted S&P 500 index has outperformed its cap-weighted counterpart this year.
The most dangerous 401(k) myths many plan sponsors still believe
You can't outsource all of your fiduciary responsibilities, and not all retirement plan advisers are created equal.
Fidelity chops index target-date minimums, following Vanguard
The company, not wanting to be outdone by an identical move in December by its competitor Vanguard, lowered its investment minimum for defined-contribution plans from $100 million to $5 million.
Strong run for small-cap stocks is just getting started
Small-cap stocks, which tend to be more cyclical and more volatile, have eclipsed the performance of the stocks of larger companies by most measures over the past nine months. Progress on a COVID vaccine and the reopening of the economy bodes well for more big gains by small-cap funds this year.
Even Fidelity’s star manager frets about Robinhood
Will Danoff, who manages $230 billion for the fund giant, notes that mutual funds have become less popular with investors
Invesco to repay $105 million to correct botched index fund rebalancing
A delay caused by the COVID-19 pandemic triggered a costly mix-up
Time to check under the hood of that index fund
Here's one more reason to avoid picking a fund based on past performance
How to outperform using boring old index funds
Hint: You've always had it in you.
