Overseas markets have attracted more investment fund flows this year than the U.S., reflecting a seemingly savvy bet by investors that the performance gap will narrow, or even close. The timing looks right: Given attractive valuations, diminished.
“As the number of mutual funds , ETFs, and other vehicles expanded, Morningstar helped investors and advisors make sense of the dizzying array of choices,” says Nuveen CEO Vijay Advani, whose firm manages $882 billion in assets. ... THIS NOTION ISN'T.
Barron's second annual survey of sustainable funds in Morningstar's database found a similar trend toward outperformance, confirming last year's study. Morningstar .... “It's reminiscent of those early days in collecting global financial data.” More.
Fee wars are raging and the asset management firm highlighted that "with this action, 100% of Fidelity's stock and bond index mutual funds and sector ETFs will have total net expenses lower than their comparable Vanguard fund." But if you scroll down.
But while over half of U.S. households own equities, either directly in individual shares or in pooled investments such as mutual funds or exchange-traded funds, the big gains accrued to the top 10% of income earners. Those are some of the Federal.
On a net basis, investors pulled about $36 billion out U.S. stock mutual funds and ETFs in the third quarter, according to EPFR Global . Overall for this year, more money has left such funds than has gone into them. Helping to offset those flows are.
Natixis, Pimco, State Street, and American Funds top Barron's latest list of mutual - fund -family winners. A year marked .... Case in point: The firm's largest fund, the $27 billion Oakmark International (ticker: OAKIX), beat 97% of its Lipper peers last.
In other words, the sticker shock of paying an advisor 1% every year plus another 1% or more for an actively managed mutual fund is too great for most investors to bear—so the advisor dumps them into an index fund. THE COMMISSION-BASED MODEL can be.
US companies are in good health, and we expect them to remain that way, with higher global growth driving acceleration in earnings. Revenues and debt coverage ratios are picking up, while leverage is ticking down—all good news for bond investors.
Federated International ... see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here. FGFAX’s performance, as of the last filing, when compared to funds in its category was in the top 32% over.
This is the second time in the past three years that Barron's recognized First Investors Funds among the top 10 mutual fund families. According to a release, Barron's also included separate one-year rankings for the five specific asset categories in which.
It's a pretty basic investing strategy: Look for higher-yielding stocks with good growth potential and hold on to them. The strategy has suited the Nuveen Santa Barbara Dividend Growth fund (ticker: NSBAX) pretty well. The $3 billion fund , which aims.
Fidelity Investments (4½ stars) wins because of its excellent mobile tools and assistance available whenever you want it. The firm is one of the rare brokerages that maintained access to international markets when others walked away. Now that the.