Surprise! Fees Not Reason Active Investing Loses vs. Passive
Researchers from S&P Capital IQ and S&P Dow Jones Indices found some surprising data on fees, returns, bear markets and more.
Large-Cap ETFs Lead Robust July Inflows
U.S.-listed exchange-traded funds took in nearly $23 billion in July, up from $18 billion in June, ETF.com reported.
Puerto Rico Bonds May Be Hiding in Your Clients’ Portfolios
Investors in muni bond funds or ETFs may have exposure to those bonds, now trading around 64 cents on the dollar, without even knowing it.
The End of Mark Mobius’ Reign as King of Emerging-Market Stocks
The pioneering advocate for small, growing economies suffers a dry spell.
Gross Sees First Janus Redemptions
The client redemptions that plagued Bill Gross at his old job have followed him to his new one.
Smart-Beta ETFs: 3 Factors to Calculate Before Adding to a Portfolio
Still trying to understand what “smart beta” means for ETFs? Hint: it’s where active meets passive.
PIMCO Outflows Aside, Bond ETFs Looking to Shine in 2015
Jeff Gundlach’s plan to launch a DoubleLine bond ETF will bring new competition to PIMCO’s Total Return.
BlackRock’s Rieder Fund Snags PIMCO Assets
Rieder, who runs the $4.1 billion fund, has delivered 7% over the past year, making it the top bond fund.
Bill Gross’ Wild Ride: PIMCO Total Return Fund Bottom of Bloomberg Ranking
The PIMCO Total Return Fund notched the worst risk-adjusted returns among 16 similar funds ranked by Bloomberg.
Vanguard Takes 90% of ETF Inflows in First Quarter
Vanguard added seven times more to ETFs in the first quarter than rest of the U.S. industry combined.