Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
Active Investment Management Never Went Away
By Barry RitholtzBut it was overwhelmed by passive investing because of its structural challenges: high costs, high turnover and management by committee.
December 22, 2016
With White’s Departure From SEC, Hopefully the Bullying Will EndChair Mary Jo White is an extremely smart lawyer, but former prosecutors prosecute; too often, small firms were the victims of bullying by the SEC.
December 21, 2016
'Dude, Where's My Drone?' and Other Potential Threats to Trump RallyThe Trump rally in equities has been fueled by investors who want to believe, but in 2017 they may need to curb their enthusiasm. Then there are events in the South China Sea to watch.
December 21, 2016
Has the 2016 Stock Market Rally Stolen Next Year's Expected Gains?Strategists say the rally in stocks since the presidential election has discounted much of the support it might get from a Trump presidency.
December 20, 2016
Calamos to Become Fully Private Money ManagerThe company strikes a deal to sell its remaining minority stake to two executives for $8.25 a share.
December 19, 2016
Advisors to Boost Use of Managed Futures in 2017, Though Many Have Concerns: PollAltegris survey finds majority of reps use managed futures, but more than a third have questions about how the products help portfolios.
December 19, 2016
Natixis Plans First Target-Date Suite Focused on ESG: Top Portfolio ProductsIn other product news, Hartford Funds reduces fees on four of its strategic beta ETFs.
December 16, 2016
More Evidence That Passive Beats Active Among Mutual FundsThe latest S&P Persistence Scorecard shows that few actively managed funds remain at the top of their game three and five years later.