Mutual Funds http://wealthmanagement.com/taxonomy/term/6615/more en Saft on Wealth: Contrarian Hedge Funds Earn Keep; Momentum Mutual Funds, Not So Much http://wealthmanagement.com/mutual-funds/saft-wealth-contrarian-hedge-funds-earn-keep-momentum-mutual-funds-not-so-much <div class="field-byline"> James Saft </div> <div class="node-body article-body">Two thirds of hedge funds create genuine value through contrarian strategies, choosing well among cheap and beaten-down stocks, according to a new study of their holdings.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mutual-funds/saft-wealth-contrarian-hedge-funds-earn-keep-momentum-mutual-funds-not-so-much" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/saft-wealth-contrarian-hedge-funds-earn-keep-momentum-mutual-funds-not-so-much#comments Strategies Mutual Funds Thu, 04 Feb 2016 13:12:00 +0000 1098151 at http://wealthmanagement.com Choosing Between ETFs And Mutual Funds: Strategy, Then Structure http://wealthmanagement.com/etfs/choosing-between-etfs-and-mutual-funds-strategy-then-structure <div class="field-byline"> Joel M. Dickson, Ph.D.; David T. Kwon, CFA; James J. Rowley Jr., CFA </div> <div class="node-body article-body">An investor's decision to use an exchange-traded fund ((ETF)) versus a conventional mutual fund is a portfolio-implementation decision, rather than a choice of investment strategy.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/etfs/choosing-between-etfs-and-mutual-funds-strategy-then-structure" target="_blank">read more</a></p> http://wealthmanagement.com/etfs/choosing-between-etfs-and-mutual-funds-strategy-then-structure#comments Portfolio Strategy & Asset Allocation ETFs Mutual Funds Wed, 03 Feb 2016 12:00:00 +0000 1097481 at http://wealthmanagement.com AMG Says No Legal Exposure Related to Junk Bond Fund Collapse http://wealthmanagement.com/mutual-funds/amg-says-no-legal-exposure-related-junk-bond-fund-collapse <div class="node-body article-body">Affiliated Managers Group Inc said on Tuesday that net withdrawals at its majority-owned Third Avenue Management affiliate have moderated since the December collapse of the latter's junk bond fund.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mutual-funds/amg-says-no-legal-exposure-related-junk-bond-fund-collapse" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/amg-says-no-legal-exposure-related-junk-bond-fund-collapse#comments Mutual Funds Tue, 02 Feb 2016 14:18:00 +0000 1096361 at http://wealthmanagement.com Emerin Sergey/Hemera/Thinkstock Vanguard Plans to Charge Fees as Low as 0.01 Percent http://wealthmanagement.com/mutual-funds/vanguard-plans-charge-fees-low-001-percent <div class="node-body article-body">Vanguard Group Inc, the world's biggest mutual fund company, has applied to create a new share class for some funds that would charge investors as little as 0.01 percent, or $1 for every $10,000 invested, annually.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mutual-funds/vanguard-plans-charge-fees-low-001-percent" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/vanguard-plans-charge-fees-low-001-percent#comments Mutual Funds Mon, 01 Feb 2016 13:29:00 +0000 1094251 at http://wealthmanagement.com ETFs Reach All-Time High http://wealthmanagement.com/blog/etfs-reach-all-time-high <div class="node-body blog-body">ETF assets are at an all-new high, the battle over the meaning of fiduciary duties and the “best interest” standard is only beginning, the hidden risks of mutual funds and millennials lack financial literacy.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/etfs-reach-all-time-high" target="_blank">read more</a></p> http://wealthmanagement.com/blog/etfs-reach-all-time-high#comments Industry Blogs Client Relations ETFs Mutual Funds The Daily Brief Fri, 29 Jan 2016 11:00:00 +0000 1093081 at http://wealthmanagement.com Pessimistic Outlook? Maybe You Should Manage A Bond Fund http://wealthmanagement.com/fixed-income/pessimistic-outlook-maybe-you-should-manage-bond-fund <div class="node-body article-body">Ever notice how pessimistic bond fund managers are? They are some of the most “glass half empty” people you will ever come into contact with.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/fixed-income/pessimistic-outlook-maybe-you-should-manage-bond-fund" target="_blank">read more</a></p> http://wealthmanagement.com/fixed-income/pessimistic-outlook-maybe-you-should-manage-bond-fund#comments FMD Capital Management Fixed Income Mutual Funds Tue, 26 Jan 2016 19:19:00 +0000 1092161 at http://wealthmanagement.com totony/iStock/Thinkstock The British Robos Are Coming http://wealthmanagement.com/blog/british-robos-are-coming <div class="node-body blog-body">British banks develop robo-advisors, look to large caps to rebuild your portfolio, financial mistakes linger and Birkin bags a safer bet than gold or stocks.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/british-robos-are-coming" target="_blank">read more</a></p> http://wealthmanagement.com/blog/british-robos-are-coming#comments Technology Blogs Client Relations High Net Worth Mutual Funds The Daily Brief Tue, 26 Jan 2016 11:00:00 +0000 1089461 at http://wealthmanagement.com Fund Managers Who Called Oil Debacle Say They'll Stay Away for Years http://wealthmanagement.com/mutual-funds/fund-managers-who-called-oil-debacle-say-theyll-stay-away-years <div class="field-byline"> David Randall </div> <div class="node-body article-body">A number of mutual fund managers who dumped their shares in energy companies before oil slid to 12-year lows now see themselves avoiding the sector for years to come rather than picking up shares trading at their cheapest levels in years.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mutual-funds/fund-managers-who-called-oil-debacle-say-theyll-stay-away-years" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/fund-managers-who-called-oil-debacle-say-theyll-stay-away-years#comments Mutual Funds Mon, 25 Jan 2016 18:56:00 +0000 1089321 at http://wealthmanagement.com Copyright Joe Raedle, Getty Images First Non-Transparent Active ETF to Launch in February http://wealthmanagement.com/blog/first-non-transparent-active-etf-launch-february <div class="node-body blog-body">The first NextShares fund will start trading on NASDAQ in February. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/first-non-transparent-active-etf-launch-february" target="_blank">read more</a></p> http://wealthmanagement.com/blog/first-non-transparent-active-etf-launch-february#comments Markets Blogs ETFs Mutual Funds Intelligent Advisor Mon, 25 Jan 2016 17:45:00 +0000 1089281 at http://wealthmanagement.com Gundlach: Buy Closed-End Bond Funds And Mortgage REITs http://wealthmanagement.com/fixed-income/gundlach-buy-closed-end-bond-funds-and-mortgage-reits <div class="node-body article-body">It seems that bond king Jeffrey Gundlach and I are reading from the same playbook.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/fixed-income/gundlach-buy-closed-end-bond-funds-and-mortgage-reits" target="_blank">read more</a></p> http://wealthmanagement.com/fixed-income/gundlach-buy-closed-end-bond-funds-and-mortgage-reits#comments Portfolio Strategy & Asset Allocation Real Estate Fixed Income Mutual Funds Sun, 24 Jan 2016 11:29:00 +0000 1088221 at http://wealthmanagement.com adrian825/iStock/Thinkstock