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Mutual Funds

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Schwab Clients Shift From Prime Funds To Government Portfolios

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Amid wild gyrations in financial markets, the shift in client assets isn't likely to jeopardize Schwab.

Expect Volatility, Rolling Recession, But Watch For Contagion, Schwab's Sonders Says

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The chief investment strategist said her biggest concern over the next six to 12 months is “contagion" from the SVB implosion.

As Indexing Booms, Are We Nearing 'Peak Passive'?

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How much indexing is too much, and will active managers ever have their day in the sun?

Paul Tudor Jones-Backed Quant Manager Returns 20% Using Crowdsourced Ideas

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Anyone can submit their ideas to Numerai's crowdsourced fund if they bet on them with firm-issued tokens.

Thomas Lee Is Remembered By Milken, Kraft As Wall Street Trailblazer

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The private equity pioneer, who took his own life last week, evokes memories of being generous with his time and money.

Endowment Pros Look To Funnel Trillions To Diverse Fund Managers

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A group of institutional investors and fintech firm Clade want to increase placements with diverse fund managers.

The Smart Way To Invest In Active Funds

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While active funds as a whole underperform passive indexes, the most successful active prodcuts share a few key traits.

Investors Are Dumping Equities And Cash Amid Fears Of Hawkish Fed, BofA Says

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Among regions, emerging-market stock funds attracted $2.1 billion in the week, while US and European stock funds had outflows.

Firms Look To Capitalize On Growing Fixed-Income Interest

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Putnam and BlackRock are among the firms rolling out new fixed-income offerings.

Wall Street Firms Fight SEC Push To Change Mutual-Fund Pricing

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An agency proposal to overhaul fund share pricing has provoked opposition from money managers.

An Anti-Cathie Wood Investor Is Quietly Building A Stock Empire

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Rajiv Jain of South Florida takes big positions in a select number of stocks.

Why Direct Indexing Isn't Yet Taking Over The Investing Universe

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The technology to unlock direct indexing's full potential is not yet in place, says MyVest CEO Anton Honikman.

World's Top Junk-Muni Fund Is Loaded With A Rarely Traded Stock

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The holding of the Nuveen High Yield Municipal Bond Fund poses a little-known risk to its investors.

Ally Invest Drops Fees On Self-Directed Accounts

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Ally Drops Fees

How An Emerging Markets Bull Raked In $40 Billion, Then Lost It

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Ashmore's once-mighty short-duration fund has gone from $7.8 billion in 2019 to just over $300 million in mid-February.

Vanguard To Liquidate A Mutual Fund For First Time Since 2020

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The $98 million Vanguard Alternative Strategies Fund will be liquidated in the second quarter.

Wall Street's Mutual Fund-To-ETF Magic Trick Is Failing To Wow

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Just more than one-third of converted funds have posted net outflows since they made the switch.

Fund Managers Hit By Wild Stock Reversals As Only 29% Beat Goals

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Professional investors have started 2023 mostly frustrated as they watch all the trends from last year reversing.

Track Lawmakers' Stock Trading With These Two ETFs

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Americans can now piggyback Congress members' personal portfolios.

Random Walk's Malkiel Says Case For Index Funds Is Stronger Than Ever

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The 90-year-old hasn't wavered in his faith in passive investing.

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