Distribution Season Is Back—With Some Nasty Surprises in Store November 9, 2022 Adviser Fund Update commodities, distributions, mutual funds, small-cap stocks The markets have been anything but nice this year, but it’s mutual fund investors who might end up with a lump of coal in their stockings come December: Year-end fund distributions are set to begin in a few weeks, and many funds have realized capital gains despite the ongoing bear markets … Read Morekeyboard_arrow_right
Vanguard’s Mysterious New Fees July 6, 2022 Adviser Fund Update bear market, fee wars, mutual funds, vanguard The SEC "names rule" is getting a refresh after 20 years. It would impact the entire mutual fund industry if adopted.Read Morekeyboard_arrow_right
SEC Goes After Fund Names June 22, 2022 Adviser Fund Update bear market, consumer sentiment, mutual funds, SEC names rule The SEC "names rule" is getting a refresh after 20 years. It would impact the entire mutual fund industry if adopted.Read Morekeyboard_arrow_right
Target Date Fund Underperformance June 8, 2022 Adviser Fund Update credit, inflation, mutual funds, retirement accounts, target date funds Bank of America has found evidence of some significant long-term underperformance from target-date funds.Read Morekeyboard_arrow_right
Remembering Fidelity’s Ned Johnson March 30, 2022 Adviser Fund Update Fidelity, mutual funds Vanguard has called a halt to its plans to launch an actively managed China equity fund, previously planned to roll out this quarter.Read Morekeyboard_arrow_right
Fidelity’s Meta-Bet February 16, 2022 Adviser Fund Update Cryptocurrency, ETFs, Fidelity, metaverse, mutual funds Anyone viewing the Super Bowl this past weekend was inundated with ads for crypto and the so-called metaverse, an emerging term for the 3D, virtual reality-based internet of the future. Fidelity must be hoping a lot of people were watching the Super Bowl, because it recently filed to launch two new … Read Morekeyboard_arrow_right
Vanguard in Hot Water Over Target-Date Taxes February 2, 2022 Adviser Fund Update mutual funds, vanguard Paleontologists once theorized that the stegosaurus may have needed two brains to function—one in its head and the other in its tail. That idea turned out to be false. But perhaps those scientists were on to something: There’s an upside to an extra brain when you’re large and lumbering. Case in point? … Read Morekeyboard_arrow_right
Vanguard Targets Youngest Millennials January 19, 2022 Weekly Update mutual funds, supply chain, target date funds, vanguard Vanguard Targets Youngest Millennials Vanguard is launching two new offerings aimed at investors just entering the workforce: The Vanguard Target Retirement 2070 Fund and Vanguard Target Retirement 2070 Trusts. The funds, which will be available in April, will initially be invested 90% in stocks and 10% in bonds. If investors stick … Read Morekeyboard_arrow_right
Vanguard’s Biggest Tech Crash Ever? January 5, 2022 Adviser Fund Update mutual funds, vanguard Vanguard’s Biggest Tech Crash Ever? Vanguard’s website went AWOL for nearly a week just before New Year’s, potentially blocking thousands of customers from accessing year-end investment reports online. The company attributed the problems to a third-party vendor it works with to print its statements. Customers of the $8 trillion mutual fund … Read Morekeyboard_arrow_right
Vanguard Tiptoes Into Fractional ETF Trading December 22, 2021 Weekly Update ETFs, fractional shares, jobs, mutual funds, vanguard Vanguard Tiptoes Into Fractional ETF Trading Vanguard built its brand on making investing more affordable and accessible. Earlier this month, they continued that tradition by giving investors access to fractional shares of ETFs. According to Ignites, Vanguard chose to skip the fanfare and instead emailed select clients who were eligible for … Read Morekeyboard_arrow_right
Vanguard to Launch China Fund December 8, 2021 Adviser Fund Update China, Market volatility, mutual funds, vanguard Vanguard to Launch China Fund Vanguard has announced plans to launch a China fund early next year, China Select Stock. The new fund represents a significant departure from the broad-based indexes the Malvern, Pennsylvania, giant is known for: It will be the firm’s first single-country fund, and it will be actively … Read Morekeyboard_arrow_right
Vanguard Mum on Mid-Cap Manager Shake-Up November 24, 2021 Adviser Fund Update mid-cap growth, mid-cap stocks, mutual funds, vanguard Vanguard Mum on Mid-Cap Manager Shake-Up Vanguard’s Mid-Cap Growth fund is paying out a whopper of a distribution this year—25% of the fund’s net asset value will be returned to shareholders. Usually, you only see a distribution that large when Vanguard’s fund advisers are on the move. We … Read Morekeyboard_arrow_right