U.S. Equity

Target-Date Fund Transparency Scrutinized

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The U.S. Department of Labor and the Securities and Exchange Commission are looking for ways to bring clarity to the target-date fund market.

Fidelity Offers Free iShare ETF Trades

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Fidelity, firing a new salvo in a price war with Schwab, is offering its RIA clients commission-free online trades on 25 iShare ETFs and the Fidelity Nasdaq Composite Index Tracking Fund.

Momentum Becomes Value

by Marla Brill

Mark Donovan looks for cheap stocks with a momentum driver.

Advisor Emporium

Advisor Emporium

Hot Mutual Funds Often Fizzle

Can investors really improve their chances of beating the market by chasing after funds that have had a hot streak-even if that hot streak lasted 10 years?

Morningstar's Fund Managers Of The Decade

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Morningstar names the top fund managers in what was the worst decade ever for U.S. stocks.

Money Managers Ignore Climate Issues

Most of the largest investment managers are not directly factoring climate change into their investment decisions despite increasing awareness of its potential impact, according to a new report.

Fund Industry Faces Rough Year

Regardless of whether the stock and bond markets can sustain their momentum in 2010, the mutual fund industry-and fund investors-appear destined for a year of bad news.

Any Bargains Left?

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After the market's run-up, investors find value in unconventional ways. 

Second Wind For Growth

by Marla Brill

Fund manager Chris McHugh says earnings surprises will drive prices higher.

The First Step

by James Picerno

There are no easy answers for asset allocation, but at least there's a practical starting point.

Liking Cash-Flush Companies

This Schwab fund manager is sticking to stocks in companies that are sitting on big cash reserves, do business in many places and have a track record of announcing pleasant surprises...

The Cost Of Dark Pool Transparency

Proposals to make dark pool trading more transparent could increase mutual fund costs.

Shades Of Green

by Marla Brill

Environmentally conscious funds and ETFs have turned around this year, but more narrowly focused plays have farther to go to regain lost ground.

Second-Act Strategies

by Marla Brill

Fund manager Jenny Jones favors steady eddies over fast growers as the rally matures.

Advisor Emporium

National Financial Offers FDIC Coverage National Financial is launching a new program that enables retail broker-dealers to deposit cash from their customers' eligible...

Investing Behavior Comes From Genes, Study Says

What is it that separates investing gurus like Warren Buffett from everyone else? Good genes, according to a new study.

Which Way Is Up?

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Conflicting signs make it hard to embrace the idea that the recession is over. Yet some investment sectors are starting to perk up.

Absolute Return Obsession

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With the correlation landscape changing, this strategy is growing.

Morningstar Nominates Fund Managers Of Decade

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Morningstar Inc. has announced its nominees for a new award-Morningstar Fund Manager of the Decade.