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Morningstar’s Ryan Leggio discusses the impact of a fund managing adhering tightly to an underlying index.
Floating-Rate Bond Funds May Set Investors Adrift
Getting Personal: Mutual Funds Pass Separately Managed Accounts In Fee Accounts
Joe Weisenthal with Business Insider writes about the shift from active to passive management.
A Boom in Bonds Hurts Mutual Funds
Bloomberg BusinessWeek’s Charles Stein examines bond fund and equity fund investments flows.
A Raymond James executive predicts gradual recovery, an earnings boost and continued success for tech stocks.
Also, Direxion rolls out World Without Waste ETF.
Meanwhile, Fidelity’s Freedom Index Series had the biggest inflows among the top 10 TDF series for 2020, according to Morningstar.
The executive steps down as Carson’s chief marketing officer after two years to co-found Milemarker in South Carolina.
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