July 3, 2011 |
Exchange-traded funds are often described as mutual funds that can be traded throughout the market day. They're quite popular, but can get complicated. These sites help investors sort them out. The Economist. The starchy magazine recently sent up a warning signal on ETFs because many newer funds, labeled generally as "synthetic" funds, represent complicated derivative arrangements that not only befuddle investors but also could mask the risks of the investments they represent.
July 7, 2016 |
Turner Investments plans to merge its investment-advisory platform with that of Michael Kennedy 's Radnor-based Veracen L.P ., in a proposal to use the shrunken Berwyn-based mutual-fund group founded by stock-picker Robert E. Turner to build a larger, more automated investment-management firm, according to privately circulated documents obtained by the Inquirer. If the deal goes through as planned later this month, Turner will also seek to raise $12.5 million from private investors to fund rapid expansion, according to an "investor presentation" dated June 30 and shown to potential investors.
July 6, 2006 |
In the interest of greater clarity, and perhaps more investment offerings, the Vanguard Group said yesterday that it would rename its five-year-old line of exchange-traded funds. Exchange-traded funds, a fast-growing segment of mutual-fund investing, are mutual funds that trade like stocks. They account for 25 percent of new deposits at Vanguard, a spokesman said. Starting today, the Malvern fund family's Vipers, short for Vanguard Index Participation Equity Receipts, will now simply be called Vanguard ETFs.
February 14, 2016 |
For seven years in a row, U.S. investors have sent more money to Vanguard Group, the world's largest mutual fund company, than any of its rivals, says fund-tracker Morningstar Inc. The Malvern-based company now controls 5 percent of every stock exchange-listed U.S. company. Yet Vanguard doesn't act like other dominant U.S. companies. Instead of boosting prices, as Apple iPhone users and Comcast Xfinity-watchers suffer most years, Vanguard continues to cut its fees, already among the industry's lowest, according to Morningstar.
June 7, 2016 |
Socially responsible investing used to be on the fringe. Now, it's officially mainstream, said Amy O'Brien, managing director and head of TIAA Global Asset Management's Responsible Investment Team. But for any given company or group of them, what constitutes the relevant ways to be socially responsible or sustainable? "Jargon is certainly part of the problem," O'Brien said. To solve that problem, the fund-tracking firm Morningstar earlier this year introduced the industry's first scoring system for mutual funds and exchange-traded funds for ESG, or environmental, social, and governance metrics.
January 30, 2011 |
Despite the growth of so-called exchange-traded funds, or ETFs, many investors remain baffled by them. Are they safe? Are they a good alternative to mutual funds? Check these sites for answers. Morningstar Inc.'s director of exchange-traded-fund analysis, Jeff Ptak, covers ETF basics in this three-minute video. Morningstar is an investment-research service that has loads of information on ETFs as well as on mutual funds and individual stocks and other investments. Other videos in the Morningstar series available on YouTube include "What makes a good ETF," "How to avoid tax surprises in ETFs," and "The future of international ETFs.
July 12, 2016 |
In the midst of the market uncertainty over Brexit, it's not just gold that's shining as an investment alternative these days. Silver is outperforming, as well. As gold has surged to its highest since March 2014 in recent weeks, silver is hovering around $19 an ounce, up roughly 10 percent since voters in Britain opted to leave the European Union. After hitting nearly $40 an ounce in 2011 and then crashing down to $11, silver recently broke above its January 2015 highs, a key price level.
September 13, 2013 |
Whether you are bullish or bearish on Apple (symbol: APPL), the maker of iPhones and iPads represents an enormous influence in the stock market. Here are some ways to find Apple in your portfolio - whether you are a buyer or a seller. Apple on Tuesday introduced two newly priced phones, an action investors didn't like. We'll see if consumers feel differently. Sellers pushed the stock down roughly 5 percent to $467. For bulls, this is a buying opportunity. For bears, here are some ways to weed out the technology giant from your portfolio.
August 11, 2011 |
Gold always generates an emotional debate between opposing true believers: people who love gold (a.k.a. gold bugs), and people who deride the yellow metal as a "barbarous relic. " But with America's excessive debt and negative real interest rates, gold lovers continue winning the argument. After Federal Reserve Chairman Ben Bernanke promised Tuesday that interest rates would stay near zero until mid-2013, gold soared yet again as investors raced to the precious metal and gold-mining shares as a haven against inflation and a weakening dollar and as a way to protect their savings.
January 10, 2014 |
Investing in private equity used to be reserved for the wealthy. Only millionaires who were "accredited" or "qualified" to invest the big bucks had money in private equity - essentially, the One Percenters. Then, some of Wall Street's biggest private equity firms went public, such as Blackstone Group L.P. (symbol: BX), Fortress (FIG) and Kohlberg Kravis & Roberts (KKR). (Bain Capital L.L.C. remains private, but gained fame when partner Mitt Romney ran as a presidential candidate.)