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Mutual Funds

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Vanguard Drops Expense Ratios on 43% of U.S. ETF, Mutual Funds Vanguard Makes "Historic" Expense Drop on ETFs, Mutual Funds

The asset manager says the reduced expenses on 168 funds will save investors $350 million in 2025.

byAlex Ortolani, Senior Reporter

Jan 31, 2025

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1 Min Read

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Investing Strategies

America’s Best Stock Picker Keeps Beating Passive Funds America’s Best Stock Picker Keeps Beating Passive Funds

byMatthew A. Winkler

Jan 24, 2025

1 Min Read

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Mutual Fund Stalwart MFS Takes First Active ETFs Live Mutual Fund Stalwart MFS Takes First Active ETFs Live

byDiana Britton, Moderator

Dec 5, 2024

1 Min Read

Ron Baron and Michael Baron Baron Capital ETFs

Ron Baron’s $45 Billion Firm ‘Studying’ Whether to Launch ETFs Ron Baron’s $45 Billion Firm ‘Studying’ Whether to Launch ETFs

Nov 21, 2024

1 Min Read

Nine Investment Must Reads for This Week (Nov. 19, 2024)Nine Investment Must Reads for This Week (Nov. 19, 2024)

byWealthManagement.com Staff

Nov 19, 2024

1 Min Read

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A $7 Trillion and Growing Cash Pile Defies Wall Street Skeptics A $7 Trillion and Growing Cash Pile Defies Wall Street Skeptics

byAlexandra Harris

Nov 15, 2024

1 Min Read

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10 Investment Must Reads for This Week (Nov. 12, 2024)

10 Investment Must Reads for This Week (Nov. 12, 2024)

byWealthManagement.com Staff

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Wealthfront Shutters Fund That Brought Dalio Playbook to Masses

Wealthfront Shutters Fund That Brought Dalio Playbook to Masses

bySam Potter and Denitsa Tsekova

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WMIQ: How Advisors Balance Passive, Active Strategies

WMIQ: How Advisors Balance Passive, Active Strategies

byDavid Bodamer, Executive Editor, Investments

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12 Investment Must Reads for This Week (Sept. 24, 2024)

12 Investment Must Reads for This Week (Sept. 24, 2024)

byWealthManagement.com Staff

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Alternative Investments

Macquarie Subsidiary to Pay $80M SEC Fine for Overvaluing Assets

Macquarie Subsidiary to Pay $80M SEC Fine for Overvaluing Assets

byDavid Bodamer, Executive Editor, Investments

Do Allocation Strategies Deliver Alpha?

Do Allocation Strategies Deliver Alpha?

byLarry Swedroe, Head of Financial and Economic Research

Morningstar

Morningstar Methodology Change to Alter Ratings for Nearly One-Fifth of Funds

Morningstar Methodology Change to Alter Ratings for Nearly One-Fifth of Funds

byDavid Bodamer, Executive Editor, Investments

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Active Bond Funds Outperformed Passive Peers By a Mile Over the Past Year

Active Bond Funds Outperformed Passive Peers By a Mile Over the Past Year

byElaine Misonzhnik, Senior Editor, Investments

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10 Investment Must Reads for This Week 2024-09-03

10 Investment Must Reads for This Week

byWealthManagement.com Staff

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Morningstar: Investors Mistiming Purchases and Sales Miss Out on Fund Returns

Morningstar: Investors Mistiming Purchases and Sales Miss Out on Fund Returns

byDavid Bodamer, Executive Editor, Investments

Nasdaq

Quant Mutual Fund Defies Industry Norm With Leveraged Nasdaq Bet

Quant Mutual Fund Defies Industry Norm With Leveraged Nasdaq Bet

Morningstar: Competition has Driven Fund Fees to a New Low

Morningstar: Competition has Driven Fund Fees to a New Low

byElaine Misonzhnik, Senior Editor, Investments

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Stock Picker’s Markets Don’t Exist

Stock Picker’s Markets Don’t Exist

byLarry Swedroe, Head of Financial and Economic Research

SEC building

Mutual Funds See Win in Fight to Blunt SEC ‘Swing Pricing’ Plan

Mutual Funds See Win in Fight to Blunt SEC ‘Swing Pricing’ Plan

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Alternative Investments

$570B Mutual Fund Manager Moves into ETF Space

$570B Mutual Fund Manager Moves into ETF Space

byElaine Misonzhnik, Senior Editor, Investments

Aging and the Impact of Cognitive Decline on Investment Decisions

Aging and the Impact of Cognitive Decline on Investment Decisions

byLarry Swedroe, Head of Financial and Economic Research

Charles Schwab

Schwab’s Aguilar Eyes 20% Growth After $1.2T Milestone

Schwab’s Aguilar Eyes 20% Growth After $1.2T Milestone

byEmily Graffeo

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Alternative Investments

Johnson Financial Group: Rules-Based Rebalancing and Phasing Out Cash

Johnson Financial Group: Rules-Based Rebalancing and Phasing Out Cash

byDiana Britton, Moderator, Managing Editor

Can a Mutual Fund Solve the Annuity Puzzle?

Can a Mutual Fund Solve the Annuity Puzzle?

byLarry Swedroe, Head of Financial and Economic Research

Wall Street

Wall Street Has Culled Some 1,000 Mutual Funds in Past Decade

Wall Street Has Culled Some 1,000 Mutual Funds in Past Decade

byKatie Greifeld

ETF/Mutual fund dual-share class

What Happens If Mutual Funds Can Also Trade as ETFs?

What Happens If Mutual Funds Can Also Trade as ETFs?

byElaine Misonzhnik, Senior Editor, Investments

Blackrock

BlackRock Plans First Mutual Fund-to-ETF Flip In Sign of Times

BlackRock Plans First Mutual Fund-to-ETF Flip In Sign of Times

byKatie Greifeld and Isabelle Lee

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A Hundred Years On, Firm Behind First Mutual Fund Plans ETFs

A Hundred Years On, Firm Behind First Mutual Fund Plans ETFs

byKatie Greifeld

KKR

Alternative Investments

Nine Investment Must Reads This Week

Nine Investment Must Reads This Week

byWealthManagement.com Staff

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Mutual Funds See Rare Uptick in Inflows

Mutual Funds See Rare Uptick in Inflows

byDavid Bodamer, Executive Editor, Investments

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13 Investment Must Reads This Week 2024-04-02

13 Investment Must Reads This Week

byWealthManagement.com

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Debunking the 'Drift Myth'

Debunking the 'Drift Myth'

Tail Risks Increasing

Tail Risks Increasing

byLarry Swedroe, Head of Financial and Economic Research

Larry Fink

BlackRock’s ESG Fund Business Is Soaring Despite Attacks by the GOP

BlackRock’s ESG Fund Business Is Soaring Despite Attacks by the GOP

byFrances Schwartzkopff