Looking Under the Hood of Alternative Bond Funds
Different funds have radically different strategies and management arrangements, experts share.
Schwab Profits Rise 11% in Q3
The firm's revenue tops estimates at $1.55 billion, a 13% year-over-year improvement.
American Funds Fights Active Management ‘Misperceptions’
Decades old, the debate over passive investment strategies vs. active isn’t about to die down anytime soon.
Janus Buys VelocityShares, Giving Gross Fixed Income ETF Launching Pad: Morningstar
The $30 million acquisition positions Janus “within the rapidly growing rules-based and active ETF universe," says Janus Capital CEO Richard Weil.
PIMCO’s Q3 Outflows Top 5% of Assets
The big bond shop’s AUM declined by about $23.5 billion after Bill Gross departed for Janus.
Top Portfolio Products: Goldman Sachs Adds, Rebrands Funds
Plus, ProShares rolls out EAFE-dividend and Morningstar-alternatives ETFs.
Morningstar: PIMCO’s Post-Gross Total Return Fund Is Fine—for Now
While the fund has seen “significant outflows,” PIMCO has “sufficient liquidity” to handle it, says Morningstar’s fixed-income team.
Wide Moat ETF Sees Companies as Castles
Just like a moat surrounds and protects a castle, so does an economic “moat” surround and protect a firm from competitors.
Top 10 Social Security Myths: Part 2
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part two of our series, we debunk five more Social Security myths.
Is a Tax Bomb Looming for PIMCO Investors?
Total Return Fund outflows could lead to a host of consequences for the investors who stay. And that’s a problem for all mutual fund investors.