Mutual Funds

Memories are short. Did the stock market rebound this week soothe your fourth-quarter fears? That’s why it’s an optimal time to consider ways to lower your portfolio risk. Doing so may even lead to higher returns over the long haul. Invesco, the Atlanta-based investment-management firm known for its exchange traded funds (ETFs), runs three ETFs

Brexit-supporting hedge-fund manager Crispin Odey has seen profits more than halved at his boutique investment house. MarketWatch topics: Brexit Operating profit has slumped to £8.7 million (roughly $11 million) for the year ending in April 2018 from £18.6 million, according to the latest accounts for Odey Asset Management, which were published Friday at Companies House.

You might expect a 70-year-old mutual fund with $74 billion in assets to be set in its ways. But the Franklin Income Fund’s holdings have gone through big changes in recent years. Ed Perks, the fund’s lead manager, described those shifts as well as the uncertain investing landscape of 2018 and what he sees ahead.

Fees and expenses are no longer one of the most important factors to consider when choosing an index fund. I thought I would never say that. But I also never thought that any index fund would reduce its expense ratio to zero. Yet that is exactly what Fidelity recently did with two index fund offerings

One of the few exchange-traded funds to track the cannabis industry has seen steady inflows over the past month, a beneficiary of the surging interest that has surrounded the space as companies see huge gains, along with heavy downside volatility. According to FactSet, money has consistently poured into the ETFMG Alternative Harvest ETF MJ, -3.05%

Can you afford to be a responsible investor? That’s the question that has plagued pensions and individual investors alike as they consider financial products dedicated to environmental, social and governance criteria. In two recent polls, a majority of institutions and high-net-worth investors concluded fees were too high to justify an allocation. Conventional wisdom has been

On Monday, S&P Dow Jones Indices and MSCI reshuffled their sector lineup. They replaced the stodgy, underperforming telecom services sector with a new, expanded communications services sector that now includes stocks that were previously in the information technology and consumer discretionary sectors, such as Alphabet GOOG, -1.86% GOOGL, -2.03% Facebook FB, -0.66% Netflix NFLX, -3.33%

The U.S. stock market is on track to post its worst weekly performance in about seven months, but the sharp losses on Wall Street hasn’t resulted in an investor exodus from stocks. According to FactSet, equity-based exchange-traded funds have seen positive flows over the past week, a period that coincides with some of the worst

Sharp-eyed investors are always on the alert for pricey fees on mutual funds. In some cases, those investors work at the fund companies themselves. ‘If fund companies open up their plans to competing products, that creates a business problem. But shame on them if they’re providing high-cost versions of their [own] funds in plans for

There are two certainties when discussing responsible investments. The first is that millennials will be invariably be listed as a primary driver of interest. The second is that someone will inevitably quip that it doesn’t matter what millennials may want to invest in since they all live in their parents’ basement anyway. Even before the

Investors are often told to diversify and choose low-cost index funds or exchange traded funds (ETFs). Still, the S&P 500 Index is weighted by market capitalization and a volatile October emphasized how much risk was concentrated at the top. So what’s an investor to do? Mike Loewengart, E-Trade’s vice president for investment strategy, outlined ways

One of the fundamental components of Responsible Investing, particular those strategies with a focus on environmental, social and governance (ESG) factors, is diversity. While some may continue to struggle with diversity from a wholly moral perspective, one need not feel an ethical obligation toward diversity to see economic benefits from a financial perspective. One doesn’t

Kevin Miller, who oversees six mutual funds that invest in other funds, said he’s shifting his allocation to large-cap, value and dividend stocks from smaller-company shares as he expects the U.S. economy to slow. Miller, the CEO of Systelligence and the portfolio manager overseeing the six E-Valuator mutual funds, said there will be a nine-