Mutual Funds

Everywhere you look these days, it seems to be bad news for folks who invest overseas. From the fallout caused by a continuing trade war with China to the continued uncertainty posed by Brexit to ever-present geopolitical risks in the Middle East, the headlines don’t inspire confidence. And besides, with the S&P 500 index SPX,
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Investors in health-care stocks could be forgiven for asking: “What rally?” While the Dow Jones Industrial Average and the S&P 500 index have both soared more than 20% from their Christmas Eve lows, health-care stocks have gained less than half as much. As the S&P SPX, +0.06%  sets new all-time highs and the Dow DJIA,
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“Seinfeld” episodes do not usually turn up in speeches by SEC commissioners. But when Hester Peirce addressed the Council of Institutional Investors in March, she alluded to the scene where George’s father gathers a motley crew around the dinner table for Festivus, a made-up holiday featuring an “Airing of Grievances.” Said an angry Frank Costanza:
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It’s proxy voting season again, when companies hold their annual shareholder meetings and let their investors vote on resolutions on everything from board candidates to diversity to parental leave. This year, investors are gearing up to vote on 303 resolutions that touch on environmental, social and governance (ESG) issues. But if 2018 was any indication
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Global index provider MSCI recently announced it would quadruple the percentage of China A shares—shares of companies that trade on mainland exchanges like Shanghai and Shenzhen and were previously available only to Chinese investors—in its China, global and emerging market indexes by November 2019. By then, A shares will have what MSCI calls a 20%
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Dangers may lurk in index funds, a popular area of the stock market known for their recent and consistent record of outperformance against actively managed funds, according to experts. A recent op-ed in the New York Times cautions that passive index funds may be vulnerable to bias, and possibly manipulation, as interest in those funds
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Economist Burton Malkeil has called the index fund “the most important financial innovation that has been created for the individual investor.” And one look at index-fund pioneer Vanguard’s performance over the past decade shows that many individual investors agree. For the past 12 years, Vanguard has taken in more money on a net basis than
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A popular instrument used to manage exposure to volatility is going away as investors face a number of potentially market-rattling uncertainties, even if a late-2018 rout for stocks has given way to a state of more recent calm. The exchange-traded iPath S&P 500 Vix Short-Term Futures ETN, which trades under the ticker VXX US:VXX is
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One of the most common assertions made against Environmental, Social and Governance (“ESG”) and other types of Responsible Investments (“RI”) is that, while it may be good for your conscience, it isn’t good for your wallet. Over the years, everyone from pension-fund gurus to high-powered billion-dollar asset managers have weighed in with the same pessimistic
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Mutual-fund shareholders may never again see a folk hero like John C. Bogle, father of the index fund and the founder and former chairman of fund-industry titan Vanguard Group. Bogle was an outspoken, iconoclastic, in-your-face champion for low-cost, buy-and-hold investing — a populist in a business suit who spent six decades criticizing, cajoling and challenging his
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Vanguard Group will no longer allow individual investors to make new trades on certain investments that seek to magnify bets, pouring cold water on strategies that became popular after the last financial crisis. Starting January 22, customers won’t be able to purchase so-called leveraged or inverse products via Vanguard’s brokerage platform, the firm said in
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Brexit-supporting hedge-fund manager Crispin Odey has seen profits more than halved at his boutique investment house. MarketWatch topics: Brexit Operating profit has slumped to £8.7 million (roughly $11 million) for the year ending in April 2018 from £18.6 million, according to the latest accounts for Odey Asset Management, which were published Friday at Companies House.
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You might expect a 70-year-old mutual fund with $74 billion in assets to be set in its ways. But the Franklin Income Fund’s holdings have gone through big changes in recent years. Ed Perks, the fund’s lead manager, described those shifts as well as the uncertain investing landscape of 2018 and what he sees ahead.
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Can you afford to be a responsible investor? That’s the question that has plagued pensions and individual investors alike as they consider financial products dedicated to environmental, social and governance criteria. In two recent polls, a majority of institutions and high-net-worth investors concluded fees were too high to justify an allocation. Conventional wisdom has been
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On Monday, S&P Dow Jones Indices and MSCI reshuffled their sector lineup. They replaced the stodgy, underperforming telecom services sector with a new, expanded communications services sector that now includes stocks that were previously in the information technology and consumer discretionary sectors, such as Alphabet GOOG, -1.86% GOOGL, -2.03% Facebook FB, -0.66% Netflix NFLX, -3.33%
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There are two certainties when discussing responsible investments. The first is that millennials will be invariably be listed as a primary driver of interest. The second is that someone will inevitably quip that it doesn’t matter what millennials may want to invest in since they all live in their parents’ basement anyway. Even before the
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Investors are often told to diversify and choose low-cost index funds or exchange traded funds (ETFs). Still, the S&P 500 Index is weighted by market capitalization and a volatile October emphasized how much risk was concentrated at the top. So what’s an investor to do? Mike Loewengart, E-Trade’s vice president for investment strategy, outlined ways
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One of the fundamental components of Responsible Investing, particular those strategies with a focus on environmental, social and governance (ESG) factors, is diversity. While some may continue to struggle with diversity from a wholly moral perspective, one need not feel an ethical obligation toward diversity to see economic benefits from a financial perspective. One doesn’t
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Kevin Miller, who oversees six mutual funds that invest in other funds, said he’s shifting his allocation to large-cap, value and dividend stocks from smaller-company shares as he expects the U.S. economy to slow. Miller, the CEO of Systelligence and the portfolio manager overseeing the six E-Valuator mutual funds, said there will be a nine-
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