Equities

Managers will actively evaluate an asset’s characteristics — its value or momentum, for example — to determine what to buy.

The activity began last Friday when 6.4 million shares hit the tape, fueling a record daily inflow for the fund.

The famed investor recommends 90% large-cap U.S. stock and 10% short-term government bonds. Is it a crazy idea?

Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.

Although it undercuts 2,000 existing U.S. products, some analysts say the price still isn’t low enough.

“These products are really focusing on who’s driving advances in innovation,” the global head of its asset management arm says.

A member-owned market is the wrong response to rising fees.

By sending orders to an exchange they own, banks and brokers presumably can save money on trading costs.

Daily volume jumped 22% to 20 million contracts in 2018.

The Global Income Fund slashed its equities exposure by nearly a third in October and moved part of the proceeds into U.S. and European high-yield debt.

One VanEck fund had $574 million of outflows, the most since June and almost 40% of its assets.

The fund recorded its biggest inflow since inception a week before plans from the S&P and MSCI to group together internet and media stocks.

The fund hasn’t seen a day of inflows since June.

One manager’s new group of funds will launch in collaboration with leading nonprofits.

If history is a guide, your clients can stop freaking out about having enough money during their post-work life.

Data reported by the Investment Company Institute.

The firm’s equity-trading business head Ted Pick, promoted to lead its division of investment bankers and traders, is one possible successor.

As equities in the sector extend a $3.8 trillion rout, the strategy has resulted in annualized returns of as much as 190%.

The firm’s new iShares fund comes amid massive outflows from the sector in recent periods.

This group racked up strong returns over a 24-year span of above-median inflation.