A Genuine ‘Value Fund’ Is Hard to Find
"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...
Mutual funds
Trim Tabs notes ‘Powell put’
'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...
Aging boomers drive flows into fixed income
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.
iShares collect $36.1 billion in December: Morningstar
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...
Flight from active to passive funds and ETFs slowed in September: Morningstar
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...
Fidelity Launches Two More Zero-Expense Funds
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.
June was a ‘risk-off’ month for equities: Morningstar
‘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.
Outflows from global equity funds continues: TrimTabs
Despite the harsh rhetoric about China from President Trump, China-focused equity funds are on track for their sixteenth consecutive monthly inflow.
Vanguard pulls S&P500 fund from its own 401(k)
'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.
In fund sales, Vanguard leads but BlackRock’s gaining
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.
Fund flows bounce back in March: Morningstar
The Morningstar Categories with the highest inflows in March were foreign large-blend, ultra-short bond, and intermediate bond funds, respectively.
Investors keeping selling US equity funds
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. ...
Fund flows turn negative in February: Morningstar
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...
