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Mutual funds
Majority of mutual funds underperformed over 10 years: News Scan
Large-cap equities were the only group of offerings that outperformed their respective benchmark.
Scorecard: Mutual fund flows for the week ending Aug. 2
Data reported by the Investment Company Institute.
Magazine
The digital storefront for products and clients
Aug. 14: After following the industrywide digital-first movement in its acquisition of MyVest, TIAA is now examining how it serves its clients.
Clients finally retired? They shouldn’t be afraid to spend money
New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.
Worst-performing funds over 5 years
To add insult to injury, these losers charge high fees – 12 of the 20 have expense ratios over 1%.
Three against one: A battle of index funds
Can a single mega total-market index fund outperform an equally weighted basket of large-cap, mid-cap and small-cap funds? The answer may surprise you.
Vanguard CEO: Bring on the fee competition
Last year alone 226 Vanguard funds and ETFs reported expense ratio declines.
Will the SEC ease ETF approvals?
Expected new chief for financial products is fueling speculation for more innovative funds.
Fidelity to cut fees on 14 mutual funds and ETFs: News Scan
The firm said they now have lower net expenses than comparable offerings at Vanguard.
Scorecard: Mutual fund flows for the week ending July 26
Data reported by the Investment Company Institute.
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