4 Alternative Funds Win Medalist Rating: Morningstar
The research firm says these Bronze funds have “specialized expertise” guiding their powerful strategies.
‘Unloved’ Funds Investors Should Buy: Morningstar
Morningstar shares its list of three “unloved categories” that investors should buy and three categories they should avoid.
Schwab Cuts Online Trading Costs, Index Mutual Fund Expenses
Equity and ETF commissions cut as CEO Bettinger says “disruptive” actions include a “broadened” money-back guarantee.
Fidelity’s $100 Billion Bond King Banks on Trump Reflation Trade
Ford O’Neil, winner of Morningstar’s 2016 fixed income manager award, discusses his favorite investments.
Bonds, Not Stocks, Are the Future for Active ETFs
Throughout this week's Inside ETFs conference the talk about actively managed funds almost always came back to fixed income funds.
DOL Fiduciary Rule Inspires New Alphabet Soup of Fund Shares
Janus has filed with the SEC to launch P and Z shares.
Citi Agrees to Pay $18.M to SEC Over Excess Fees on Managed Accounts
This repayment and fine come two weeks after a similar settlement with New York officials.
4 Top Active Fund Managers of 2016: Morningstar
The research group names leaders in equity, international, fixed income and asset allocation based on performance and consistency.
Trump Inaugural Speech Ignites Fear of Trade War
The fears offset some of the “pro-growth” optimism that has already rallied stocks.
Schwab, TD Ameritrade Post Strong Q4 Earnings as New Accounts, Assets Soar
Assets in proprietary Schwab ETFs rose more than 50% from last year to $62 billion.