Investors have poured trillions of dollars into mutual funds. However, these funds combine high fees with limited flexibility, which usually leads to below-market returns.

By David Trainer:The mid-cap growth style ranks eighth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 370 mutual fu

Mutual-fund firms are joining activist investors in getting more aggressive over demands for change in how board members are paid at U.S. companies.

Most US leveraged loans are trading above face value thanks to a bidding war between mutual funds and a new generation of structured finance vehicle

By David Trainer:The Mid-cap Blend style ranks seventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 17 ETFs and 307 mutual fu

By Gary Cheng:Target date mutual funds and ETFs are investment products targeting a particular investment horizon through a fairly passive asset allocation approach. The year in each target date fund/ETF corresponds to the year in which investors may

April is not the cruelest month. May is— because that’s when investors are hit with a barrage of articles and brokers’ research reports imploring them to “sell in May” and sit out the stock market’s weakest six months.

Mutual funds are caught in the middle of one of the most contentious issues in American politics: Spending by big business to gain influence in Washington.

By David Trainer:The All-cap Value style ranks sixth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 271 mutual funds i

By David Trainer:The All-cap Growth style ranks fifth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 466 mutual funds

By David Trainer:The Large-cap Growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 23 ETFs and 717 mutual fu

BOSTON, May 14 (Reuters) - Fidelity Investments said onTuesday it received permission from U.S. regulators to open itsown actively managed exchange-traded funds, as the mutual fundfirm seeks to...

BOSTON, May 14 (Reuters) - Fidelity Investments said on Tuesday it received permission from U.S. regulators to open its own actively managed exchange-traded funds, as the mutual fund firm seeks to catch up in the faster-growing ETF segment.

ByFund Gurus:So far we have witnessed strong inflows into mutual funds in 2013. In January 2013 retail investors added $86billion into mutual funds and $29billion into ETFs.These levels of flows into investments is at a high and is a shift from the c

New regulations under consideration could have profound effects on money-market mutual funds, a new report said.

This is part 2 of 3. Please click here for part 1 of 3. NEW YORK (WisdomTree) -- Even though exchange-traded funds (ETFs) have become fairly popular, we're still somewhat surprised by how often people misunderstand the differences between them and m

By David Trainer:The All-cap Blend style ranks third out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 35 ETFs and 708 mutual funds

By David I. Templeton: Not much seems able to restrain the strength of the bull market in U.S. equities. On a year to date basis, the S&P 500 Index is up 15.43%. The advance has finally drawn investors into equity mutual funds as reflected in positiv

By David Trainer:This report identifies the "best" ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in "Low-Cost Funds Dupe Investors", there are few funds that have both good holdings and low costs. While the

LONDON, May 10 (Reuters) - Sales of long-term European mutual funds topped 30 billion euros in March, driven by increased investor demand for more dependable returns from bonds, data from fund...

LONDON, May 10 (Reuters) - Sales of long-term European mutual funds topped 30 billion euros in March, driven by increased investor demand for more dependable returns from bonds, data from fund research house Lipper showed on Friday.

Investors really like bank loan mutual funds and ETFs. Retail cash inflows into the high-yielding products totaled $1.03 billion for the week ended May 8, Leveraged Loan reported, citing Lipper data.

By David Trainer:The Large-cap Value style ranks second out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 41 ETFs and 772 mutual fun

By Sam Forgione NEW YORK, May 9 (Reuters) - Investors in funds based in the United States poured a record $8.88 billion into taxable bond mutual funds and exchange-traded funds in the latest week even as the S&P 500 hit record highs, data from Thomso

By Sam Forgione NEW YORK, May 9 (Reuters) - Investors in funds based in the United States poured a record $8.88 billion into taxable bond mutual funds and exchange-traded funds in the latest week even as the S&P 500 hit record highs, data from Thomso

By Sam Forgione NEW YORK, May 9 (Reuters) - Investors in funds based in the United States poured a record $8.88 billion into taxable bond mutual funds and exchange-traded funds in the latest week...

There’s a growing consensus that Dow 15,000 is just a pit stop on the road to Dow 20,000. Not to be a Dow-ner, but when experts, pundits and talking heads agree, you can be pretty sure something else is going to happen.

By David Trainer:The Large-cap Blend style ranks first out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 33 ETFs and 989 mutual fund

By Arthur Stein:Exchange Traded Funds (ETFs) are increasingly popular as an alternative to mutual funds. One often-cited reason is that ETF management fees are lower.But are ETF fees really lower and do lower fees result in better performance?A commo

LONDON, May 8 (Reuters) - Anglo-South African insurer Old Mutual on Thursday reported growth in funds under management for the first quarter that outpaced market forecasts, supported by buoyant...

LONDON, May 8 (Reuters) - Anglo-South African insurer Old Mutual on Thursday reported growth in funds under management for the first quarter that outpaced market forecasts, supported by buoyant financial markets.

Click to enlarge. THE FORBES MUTUAL FUND HONOR ROLL A precious few portfolios beat their peers in both up and down markets. THE FORBES FUND GRADING SYSTEM How does Forbes rate equity funds? UGLY STOCKS DELIVER PRETTY RETURNS The Delafield Fund has do

By David Trainer:The Financials sector ranks last out of the ten sectors in my Sector Rankings for ETFs and Mutual Funds Report. The funds in this sector consistently hold poor stocks and charge investors high fees.A big part of the reason for this p

Last week, I discussed how the entire financial sector is overvalued and financial sector ETFs and mutual funds allocate capital to the worst stocks in the sector.

By David Trainer:No fund style earns better than a Neutral rating at the beginning of the second quarter of 2013. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style.Investors looking for style

By David Trainer:The Financials sector ranks last out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 43 ETFs and 232 mutual funds in the

American Century decided to drop the name Livestrong from its successful target-date funds...

American Century, the Kansas City-based investment firm, recently announced that it will be re-naming its target-date funds effective May 31, dropping the name Livestrong from its popular and successful line of funds.

American Century, the Kansas City-based investment firm, recently announced that it will be re-naming its target-date funds effective May 31, dropping the name Livestrong from its popular and successful line of funds.

American Century, the Kansas City-based investment firm, recently announced that it will be re-naming its target-date funds effective May 31, dropping the name Livestrong from its popular and successful line of funds.

By David Trainer:The Utilities sector ranks ninth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of eight ETFs and 28 mutual funds in th

U.S. securities regulators are considering a scaled-back approach that would tighten rules for about half of the money-market-mutual fund sector seen as most vulnerable to investor runs.

HONG KONG, May 3 (Reuters) - Five former proprietary trading desk bankers at J.P. Morgan in Singapore have started a new firm, linking up with one of Canada's largest mutual funds to launch the...

HONG KONG, May 3 (Reuters) - Five former proprietary trading desk bankers at J.P. Morgan in Singapore have started a new firm, linking up with one of Canada's largest mutual funds to launch the business.

By David Trainer:The Energy sector ranks eighth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 18 ETFs and 73 mutual funds in the Ene

WASHINGTON, May 2 (Reuters) - A pair of mutual funds and their trustees have settled civil charges alleging they had provided misleading disclosures to investors, in a case that stems from an ongoing crackdown by U.S. securities regulators into fee a

WASHINGTON, May 2 (Reuters) - A pair of mutual funds and their trustees have settled civil charges alleging they had provided misleading disclosures to investors, in a case that stems from an ongoing crackdown by U.S. securities regulators into fee a

NEW DELHI, May 2 (Reuters) - India's diversified stock mutual funds outperformed the broader market marginally in April, with high exposure to financial services stocks supporting unit values, data from fund tracker Lipper showed.

NEW DELHI, May 2 (Reuters) - India's diversified stock mutual funds outperformed the broader market marginally in April, with high exposure to financial services stocks supporting unit values, data from fund tracker Lipper showed.