Mutual Funds

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Analysts' Equity Growth Predictions For 2024 Are Too 'Lofty,' Schwab's Sonders And Gordon Say

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But small-cap equities could be one sector that achieves standout performance, they said.

Billions Wiped Out As Dividend ETF Trade On Wall Street Misfires

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Bets on ETFs focused on dividends have left investors with deep losses.

Majority Of Investors Happy With Their Advisors, Janus Henderson Survey Says

by FA Staff

Anxiety over the upcoming presidential election tops investors' worries, the survey says.

Michael Burry Is Betting Against Semiconductors

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Scion Asset Management trimmed its holdings to just 13 positions, liquidating bets on about two dozen stocks and ETFs.

New Annuities Alternative Uses Longevity Pooling For Higher Monthly Payouts

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LifeX will be available to people between ages 60 and 75.

T. Rowe Warns Clients Will Withdraw More Than $26 Billion In Quarter

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The firm, with $1.3 trillion in assets at the end of October, attributed much of the outflows to a few large client withdrawals.

Wall Street Managers Pile Into Closed-End Funds On Discounts

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The average municipal bond closed-end fund is available at a double-digit discounts to its net-asset value.

Pender Capital Introduces Interval Fund

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The Pender Real Estate Credit Fund was converted from a Reg. D product the firm introduced eight years ago.

SCG Relaunches An Interval Fund With A New Look

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The Alternative Strategies Income Fund is now focused on stock-linked structured notes.

S&P: The Taxman Cometh For Active Investors

by FA Staff

An S&P Dow Jones report shows in stark terms how taxes hurt active funds' performance.

Pimco Sounds Alarm On Under-Regulated Private Credit Markets

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The flood of money pouring into the sector is going into debt funds that aren't transparent, the company's analysts say.

Displaying Mid-Cap Mojo

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The Virtus KAR Mid-Cap Core Fund has navigated this space with top-notch results.

Hartford Converts Value Fund To ETF

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The company is planning to convert more of the mutual funds in its lineup to ETFs, an official said.

Fidelity Aims To Break Into An ETF Market Dominated By Vanguard

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The Boston-based firm is looking to operate some of its well known mutual funds as ETFs.

BlackRock Revives Target-Date ETFs, A Decade After First Attempt

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BlackRock is taking another shot at a strategy long dominated by mutual funds.

Vanguard Says Debt Investors Dreading Rates Rout Are Missing Out

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The world's second-largest asset manager expects interest rates to remain higher for longer.

Stock Pickers Sidelined With World Events Overshadowing Earnings

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The Middle East conflict and surging Treasury yields have overshadowed earnings results.

Blackstone Profit Tumbles 12% On Interest Rates, Deal Slump

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The returns lay bare the consequences of the Fed's campaign to hike interest rates in its battle against inflation.

Three Myths About The Bond Market

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The era of declining interest rates may have come to an end, and many investors don't seem to realize it.

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