High-Yield Bond Funds Going Strong Following Earlier Declines
While the risks are still very real, high-yield bond funds continue to deliver hot returns.
Top Portfolio Products: New Bond, Macro and Real Estate Funds
The new fund sponsors are American Funds, Franklin Templeton with K2 and CAPFUNDR with Hamilton Real Estate Capital.
Are ‘Safe Haven’ Assets Safe Anymore?
"There is no safety in safety," says Tiger 21 founder Michael Sonnenfeldt.
Franklin Templeton Sued for Using Own Funds in 401(k) Plan
Franklin used its own funds in the plan when "better-performing and lower-cost funds were available," the lawsuit says.
Securities America to Pay $1.5M for Fund Overcharges
The broker-dealer "disadvantaged" 1,514 clients who were eligible to buy share classes without extra charges, FINRA says.
Low-Volatility ETFs Are Outperforming but Untested
Investors are pouring money into low-vol ETFs even though market volatility is down.
My Personal Fund Screening Process
Using the Fiduciary Scorecard that I created helps me screen in the best mutual funds and ETFs for client portfolios.
Top Portfolio Products: Additions and Subtractions for Direxion ETFs
Direxion announced two new ETFs plus splits for five ETFs that rallied sharply and reverse splits for four that suffered large losses.
It’s Not Just Fees That Hurt Performance of Active Management
S&P Dow Jones Indices reports that most retail mutual funds underperform their benchmarks even before fees are calculated.
Why Some New Funds Soar and Others Flop: Morningstar
A new Morningstar study on new mutual funds and ETFs teases out the factors that correlate with higher returns and flows three years later.