Last Build Date: Thu, 08 Dec 2016 00:35:10 ESTCopyright: copyright © 2016 Dow Jones & Company, Inc.
Tue, 06 Dec 2016 13:35:44 ESTA Barron’s Top 100 advisor offers steps that investors can take ahead of probable 2017 tax changes.
Sat, 03 Dec 2016 03:10:36 ESTJenny Jones splits her small- and mid-cap fund between mispriced growth companies and steady Eddies.
Mon, 05 Dec 2016 15:25:14 ESTLevin Capital’s John Levin and Jack Murphy look for value-priced stocks with potential catalysts. They think Nokia, which yields 7%, could double.
Sat, 03 Dec 2016 03:20:31 ESTStudies have found that women run just 2% of the mutual fund industry’s assets. That’s a problem.
Sat, 03 Dec 2016 03:16:53 ESTExchange-traded funds can be a boon for investors who want to sell some loser investments to avoid paying tax on the winners.
Tue, 08 Nov 2016 15:28:00 ESTThe Polaris Global Value fund is betting big on U.K. homebuilders and likes JP Morgan and Samsung.
Mon, 07 Nov 2016 10:03:36 ESTThe Hartford Balanced Income fund’s 2.4% yield is more enticing than the yield of long-term government bonds.
Sat, 05 Nov 2016 01:11:45 EDTEaton Vance is buying Calvert. For very little money, it’s bolstering its sustainable investing business, and Calvert gets to revive its brand.
Sat, 05 Nov 2016 01:10:47 EDTMorningstar just announced that its suite of indexes will be available to money managers for free to use as a benchmark. It also plans to enter the ETF business with very low licensing fees.
Wed, 02 Nov 2016 12:28:17 EDTBrown Capital Management Small Company beats 99% of its peers: “We know what we are looking for.”
Sat, 29 Oct 2016 12:48:25 EDTCo-CEO Jon Pollock explains the firm’s activist-investing strategy and the allure of six undervalued stocks.
Sat, 29 Oct 2016 00:36:14 EDTA fast-growing class of mutual funds invests in high-yielding illiquid assets, then offers regular opportunities to get liquid.
Sat, 29 Oct 2016 01:34:15 EDTExchange-traded products make investing in commodities cheap and liquid. But that doesn’t mean it’s easy.
Tue, 25 Oct 2016 06:14:07 EDTThe T. Rowe Price Health Sciences fund is looking beyond the sector’s downturn to its next surge.
Tue, 25 Oct 2016 14:41:40 EDTAB Global Bond fund has outpaced peers and transformed an old-school bond fund by using both fundamental and quantitative analysis.
Sat, 22 Oct 2016 01:09:29 EDTBy sticking to domestic loans and avoiding trouble spots such as Europe, the smaller banks have outpaced their larger brethren.
Sat, 22 Oct 2016 00:40:23 EDTMost of WisdomTree Investments’ funds track proprietary benchmarks, and that self-indexing model helps it stay above the fray in the ongoing fee wars.
Tue, 18 Oct 2016 06:12:20 EDTWhy Brown Advisory Sustainable Growth likes Amazon.com, UnitedHealth, and Starbucks.
Wed, 19 Oct 2016 12:59:30 EDTWhy the co-founder of Gotham Asset Management likes Apple and CVS, but not Caterpillar and Costco.
Sat, 15 Oct 2016 02:01:54 EDTThe PNC Multi-Factor Small Core is up an average of 16.6% a year over the past five years.
Sat, 15 Oct 2016 00:45:54 EDTRising costs, more regulation, competition from ETFs, and asset outflows encourage industry consolidation.
Sat, 15 Oct 2016 01:10:42 EDTBig providers like BlackRock, Vanguard, Fidelity, and Schwab are trying to one-up each other. But switching to the cheapest funds may be a mistake.
Tue, 11 Oct 2016 06:17:07 EDTFranklin Rising Dividends shot to the top 1% of its group by focusing on companies with rising dividends.
Thu, 13 Oct 2016 13:28:16 EDTBarron’s first annual performance ranking of the most sustainable funds finds that investors don’t have to forgo profits by doing good.
Sat, 08 Oct 2016 02:52:42 EDTBy Crystal KimDespite what their names imply, some “sustainable” funds don’t fit into the category.
Thu, 13 Oct 2016 13:29:54 EDTETFs represent just a sliver of sustainable investing. That will soon change.
Sun, 09 Oct 2016 20:20:53 EDTOther big fund firms are going head-to-head with Vanguard on ETF pricing. Are they taking a loss to win assets, or should Vanguard’s ETFs be even cheaper?
Thu, 13 Oct 2016 13:29:04 EDTClosed-end municipal bond funds have soared recently, but income investors who missed out can still find some opportunity.
Sat, 08 Oct 2016 02:35:51 EDTA robust fourth quarter for stocks sent markets higher, especially in China and Japan. U.S. share outflows showed election jitters.
Mon, 10 Oct 2016 17:15:32 EDTThe GoodHaven fund rides the value resurgence with holdings like Barrick Gold, WPX Energy, and Leucadia National.