Mutual Funds

Rock-Bottom P/E Ratios: Buy or Beware?
These funds have the lowest 12-month price-to-earnings ratios. Does that present an opportunity for value-oriented investors, or does the risk-reward ratio lean too much toward risk?
Worldwide gains in sovereign bonds sent the Japanese benchmark 10-year yield below zero for the first time as investors seeking the safest assets gorged on government debt. Read More »
The gap between the top and bottom target date funds has narrowed since the 2008 collapse. Read More »
The biggest U.S. mutual fund provider cuts expense ratios for 35 individual mutual fund shares, including 12 Vanguard target-date funds. Some cry fee compression. Read More »
Municipal demand and prices are up so far this year, buoyed by market technicals, according to Jeffrey Lipton, head of municipal research and strategy at Oppenheimer. Read More »
Fund flows over the course of a number of years now have been pointing decidedly in favor of passive strategies, he says, be they index, mutual funds or ETFs. Read More »
Here's what mutual fund clients stand to lose when they tap their investments during a down market; Plus, how to get big company 401(k) benefits at small firms. Read More »
The acquisition of Jemstep follows the steps of Invesco’s competitors to buy or build a digital platform. Read More »
About 9% of the high-yield market now boasts yields above 20% — the highest amount since the financial crisis. Buyer beware. Read More »
The biggest U.S. mutual fund provider drew a record $236 billion in net deposits in 2015. Read More »
Issuers say green bonds are here to stay, and that efforts to increase transparency about the environmental benefits will pay off with a broader investor base and cheaper financing costs. Read More »
Market performance under different U.S. presidents highlights the importance of heeding this key economic measure. Read More »
Recent jittery markets give advisors a terrific chance to judge liquid alt funds. Better yet, a close look can help you better position the portfolios of clients worried about global markets. Read More »
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