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With markets near certain that the Fed will lower rates this month, debate has shifted to the size of the cut and its impact.
July 23 -
Investors wary of an intensifying trade war have piled into the firm's bond products, boosting net flows to $151 billion, according to the company.
July 22 -
The correlation between fees and performance is not “apples-to-apples when taking the funds’ underlying exposures into account,” an expert says.
July 17 -
The decision marks a shift for firm, which has largely ridden its equity-fund offerings.
July 17 -
Lower costs are “pushing down what has been the economic model of our industry,” the Schwab EVP says at the In|Vest conference.
July 16 -
Expense ratios associated with the new products range from 0.05% to 0.07%.
July 16 -
The transition is expected to take place within the next 12 to 18 months, however the firm says it will still manage the products’ underlying investments.
July 16 -
Regulators are asking cannabis fund providers to produce third-party legal opinions verifying they don’t violate state or federal laws.
July 16 -
The $3.7 million fund returned more than 40% in the second quarter, outperforming all domestic non-leveraged ETFs.
July 15 -
A new report asks whether the products have the potential to spark another crisis despite being created at the urging of the SEC to reduce risk.
July 15 -
The firm has shed fund holdings in defensive sectors such as health care and consumer staples.
July 11 -
The average expense ratio among the leading 20 is nearly 40 basis points cheaper than what investors paid on average last year.
July 10 -
Outstanding options riding the world’s most heavily traded government debt product are near the highest level this year.
July 10 -
For clients’ portfolios that need international diversity, these funds focus on the region.
July 9 -
The math wizards of the investment world are hoping to disrupt the established giants of the trillion-dollar credit market.
July 9 -
Clients won't be taxed as the result of a deal if they hold the shares in ETFs or index mutual funds.
July 9 -
New products give institutional investors a fresh way to exploit the rise of machines.
July 8 -
An unprecedented 58 funds were closed in the six months through June, marking the industry’s worst-ever start to a year.
July 3 -
Real estate, communications, utilities and consumer staples funds have seen the most appetite, with every other sector experiencing outflows.
July 2 -
Defined-maturity funds offer traditional fixed-income interest payments.
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