Updated Sunday, May 3, 2015 as of 6:49 AM ET
Better Way to Check Portfolio Risk
An alternate to the Sharpe ratio could help advisors calculate how much pain investors must endure for each unit of gain. Here's how to run the numbers.
More in Mutual Funds
After years of low interest rates and rising stock markets, once-conservative strategies might actually be putting investors in risky situations. Here's where some income investors are going wrong. more »
There are a number of steps traditional mutual funds and ETF providers can perform to take advantage of a surge in automated investing. more »
Because the various fund sponsors report data inconsistently and often with delays, it's hard to get a clean comparison between rival offerings. more »
BlackRock agreed to pay $12 million to settle U.S. regulatory claims that it failed to disclose a conflict of interest of a top portfolio manager. more »
For clients who want retirement income with minimal equity risk, advisors should recognize the 'mortality credit' advantage that the pooled funds in an immediate annuity can offer. more »
The more portfolio managers invest in their own funds the better, according to a recent Morningstar study. more »
The world's largest bond fund has cut back on U.S. securities as yields are expected to rise this year. more »
Growth and value funds both have generated profits for the past years, but which is higher? Take a look at the five top-performing funds in each broad category. more »
Clients who turned 70 1/2 last year need to take their first required minimum distribution by April 1 or face a tax of 50%; Plus, reducing fees is the best way to boost investment returns. more »
A study by S&P Dow Jones Indices -- which clearly has a horse in the race -- says clients will profit more from buying a fund tracking the S&P SmallCap 600 index than one tracking the Russell 2000. more »
The total amount of outstanding municipal securities and loans in the market rose 0.6% to $3.65 trillion in the fourth quarter of last year, as U.S. bank muni holdings increased 2.5% and mutual fund muni holdings rose to a record high $658 billion. more »
Instead of a broad stock index, should advisors consider ETFs weighted by dividend payments? more »
Even after defaults, high-yield bonds have earned above-market returns. more »
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