Mutual funds Archives - Retirement Income Journal

2019 was a remarkable year for passive large-cap funds: Morningstar

By Editorial Staff Thu, Jan 30, 2020

'The strong long-term inflows in both December and for all of 2019 were due almost entirely to record inflows for both taxable-bond and municipal-bond funds,' the fund data giant...

Published January 30, 2020

Next-gen funds will be active/passive hybrids: Cerulli

By Editorial Staff Fri, Jan 17, 2020

Demand is up for strategies that perform like actively managed funds but with lower fees, such as smart beta and 'active' exchange-traded funds (ETFs), said a Cerulli analyst.

Published January 16, 2020

Investors flock to low-yield money funds

By Editorial Staff Thu, Dec 5, 2019

Though the Fed's target rate has dropped 75 basis points since July 31, money market funds collected $220.9 bn during the next three months. Long-term funds collected just $57.2...

Published December 5, 2019

Fidelity’s brokerage claims industry price leadership

By Editorial Staff Thu, Oct 10, 2019

New commission changes take effect on October 10, 2019 for individual investors and will be available on November 4, 2019 for registered investment advisors, a Fidelity release said.

Published October 10, 2019

Investors fond of bonds so far in 2019

By Editorial Staff Thu, Feb 28, 2019

'Retail investors remain skeptical of the ferocious stock market rally early this year,' said David Santschi, director of liquidity research for TrimTabs. 'While bond mutual funds are drawing big...

Published February 28, 2019

A Genuine ‘Value Fund’ Is Hard to Find

By Kerry Pechter Thu, Feb 7, 2019

"Even if the fund says ‘value,’ there’s no likelihood that it’s a value fund,” said Martin Lettau of UC-Berkeley, co-author of a study showing that Dimensional's value funds may...

Published February 7, 2019

Trim Tabs notes ‘Powell put’

By Editorial Staff Thu, Jan 31, 2019

'After pulling record sums from equity mutual funds in December, mom and pop investors have turned into net buyers in January,' according to new data from the West Coast...

Published January 31, 2019

Aging boomers drive flows into fixed income

By Editorial Staff

Advisors are focused on downside risk protection and they commonly use taxable fixed income (83%) and municipal fixed income (74%) to achieve the objective for clients, said Cerulli Associates.

Published January 31, 2019

iShares collect $36.1 billion in December: Morningstar

By Editorial Staff Fri, Jan 25, 2019

iShares ETFs gathered more than triple the inflows of runner-up Vanguard's $11.4 billion last month. Vanguard still came out ahead for 2018 with nearly $161 billion in inflows to...

Published January 25, 2019

Flight from active to passive funds and ETFs slowed in September: Morningstar

By Editorial Staff Fri, Oct 19, 2018

Among all U.S. open-end mutual funds and ETFs, Fidelity Advisor Growth & Income saw the most inflows of all active strategies at $1.8 billion, the fund's highest inflows in a...

Published October 19, 2018

Fidelity Launches Two More Zero-Expense Funds

By Editorial Staff Thu, Sep 13, 2018

Fidelity now offers four zero expense ratio index funds: Zero Large-Cap Index, Zero Extended Market Index, Zero Total Market Index and Zero Total International Index funds.

Published September 13, 2018

June was a ‘risk-off’ month for equities: Morningstar

By Editorial Staff Thu, Jul 26, 2018

‘With the global population aging and many investors focused on capital preservation, equity demand among fundholders remains tepid,’ said the Morningstar Direct Asset Flow report for June.

Published July 26, 2018

Outflows from global equity funds continues: TrimTabs

By Editorial Staff Thu, Jun 21, 2018

Despite the harsh rhetoric about China from President Trump, China-focused equity funds are on track for their sixteenth consecutive monthly inflow.

Published June 21, 2018

Vanguard pulls S&P500 fund from its own 401(k)

By Editorial Staff Thu, Jun 14, 2018

'The current problem with the Index 500 fund is that over 25% of the fund is in technology stocks,' a former Vanguard employee told the local press.

Published June 14, 2018

In fund sales, Vanguard leads but BlackRock’s gaining

By Editorial Staff Thu, May 31, 2018

Vanguard had $12.3 bn in inflows in April. But BlackRock’s iShares eclipsed that figure with about $17 bn. Vanguard’s year-to-date growth continues to slow year over year.

Published May 31, 2018

Fund flows bounce back in March: Morningstar

By Editorial Staff Thu, Apr 26, 2018

The Morningstar Categories with the highest inflows in March were foreign large-blend, ultra-short bond, and intermediate bond funds, respectively.

Published April 26, 2018

Investors keeping selling US equity funds

By Editorial Staff Thu, Apr 5, 2018

TrimTabs says U.S. equity funds lost a net $63.3 billion in 1Q2018, the second-highest quarterly outflow on record, while global equity funds received a net $63.9 billion. ...

Published April 5, 2018

Fund flows turn negative in February: Morningstar

By Editorial Staff Thu, Mar 29, 2018

If one still had any lingering doubt about how bad last month actually was in terms of flows, one only had to look at Vanguard: almost $33 billion in...

Published March 29, 2018

Data Connection