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An S&P report finds investors who turn to actively managed mutual funds or ETFs for international exposure aren’t getting their money’s worth, but some experts disagree, pointing particularly to small-caps.
September 23 -
Alternative mutual funds are in the midst of a growth period with asset managers aggressively marketing the investment products to advisors. Here is a look at the top 10 alternative mutual fund launches in 2014 based on net assets, according to Morningstar.
September 22 -
Some managers may out-perform short-term, but "you can't tell good luck from good skill, or bad luck from bad skill," the Nobel winner says.
September 18 -
In the past, most dividend payments have continued, and many increased, even when stock prices have fallen.
September 15 -
Advisors who want to include single-country funds in clients' portfolios may have to choose between ETFs and closed-end mutual funds. While both versions trade like stocks, there are crucial differences to consider.
September 3 -
Is there any reason to include global stock funds in client portfolios? Why not just use domestic funds and foreign funds in their asset allocation?
September 2 -
Clients often place too much importance on high performance and not enough on consistent returns.
September 2 -
Some regions of the world have outperformed others, but deciding how to allocate foreign equity dollars can be challenging.
August 31 -
When it comes to predicting where U.S. borrowing costs are headed, the bond market isn't taking Wall Streets advice seriously.
August 25 -
Vietnams First Domestic ETF Offering Doubles Fundraising Target
August 25 -
Investors have returned to equity funds now that the financial meltdown is a distant memory.
August 21 -
How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market
August 5 -
Wealth gap lasts into retirement years; Will federal retirement wipe out Social Security benefits; Never too young to start saving for retirement
August 4 -
A Vanguard model aiming to forecast the next decades returns offers some useful takeaways.
August 4 -
UBS is facing more than $600 million in damage claims filed by Puerto Rico investors in closed-end bond funds, the bank said in its second quarter earnings report Tuesday.
July 30 -
New rules will require institutional prime funds to allow NAV to float to market value.
July 23 -
U.S. investors are used to treating money-market mutual funds as the equivalent of a checking account. That is about to change for the riskiest of the funds.
July 23 -
Index mutual fund assets are at new heights but the pressure to keep costs down deters new entrants, says a Lipper analyst..
July 22 -
With $7.86 billion in assets, PIMCO has the largest share of the active ETF market. While these products are gaining ground, they still make up just a small fraction of the total ETF market and PIMCO has yet to break into the top 10 providers overall.
July 21 -
While there has been rapid growth in U.S. ETFs over the last few years, there has been almost exponential growth of these products worldwide.
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