Pimco’s Man From Man Expected to Shake Up Gross’s Same-Old

Jul 27, 2016

(Bloomberg) -- Manny Roman was blunt: A lot of mutual funds stink...

Investors Are Getting Ripped Off on Index Fund Fees, Lawsuits Say

Jul 22, 2016

(Bloomberg) -- Index funds often benefit from a low-cost halo. They don't all deserve to bask in that glow...

Why Doesn’t Your Company Want You to Put More in Your 401(k)?

Jul 21, 2016

(Bloomberg) -- A decade ago, the U.S. Congress said companies could tweak retirement plans to get a lot more workers to save. The 2006 Pension Protection Act made clear that employers were allowed to automatically sign up employees for a 401...

401(k) Investors Feel Confident, Know Little About Their Investments

Jul 19, 2016

Investors feel confident they’re getting the most out of their 401(k)s but acknowledge not knowing much about them, says Scarborough Capital Management’s 401(k) Pulse Survey...

Investors Pull Most Money From U.S. Stock Pickers Since 2008

Jul 19, 2016

(Bloomberg) -- Investors pulled an estimated $21.7 billion from actively managed funds that buy U.S. stocks in June, the biggest monthly withdrawal since October 2008, Morningstar Inc. reported Monday...

Active Managers Stumble Again as Tools Like Buybacks Lose Luster

Jul 15, 2016

(Bloomberg) -- Once-reliable tools for active managers are being sapped of their potency by an aging bull market, sending mutual funds to some of their worst relative returns in history...

Mutual Funds That Benefitted Most From the Pokemon Bump

Jul 12, 2016

Vanguard, the Unlikely Savior of Active Management

Jul 11, 2016

(Bloomberg) -- Actively managed mutual funds in the U.S. have seen $76-billion worth of assets leave for greener pastures in the first five months of the year, according to the Investment Company Institute — except for one firm's...

Does SRI Deliver?

Jul 05, 2016

Advisors would be hard pressed to miss the recent explosion in socially responsible investment funds...

A $12 Billion Fund Beats All Peers Picking Stocks Once a Year

Jul 01, 2016

(Bloomberg) -- Timothy Pettee is beating all of his stock picking rivals without spending a lot of time picking stocks...