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
Distribution Season Is Back—Dates You Need to Know November 10, 2021 Adviser Fund Update distributions, mutual funds, small-cap stocks Distribution Season Is Back—Dates You Need to Know The end of the year brings a blur of activities and festivities—call it the Hallowgivemas season—but there’s at least one annual rite that investors should take the time to mark with due respect: Annual mutual fund distributions. Most mutual funds pay out any … Read Morekeyboard_arrow_right
Health Care Allocation in Client Portfolios November 19, 2019 Health Care economy, health care, mutual funds, stock market In October, health care stocks shook off some of their politically hobbled 2019 underperformance. Despite the sector’s disappointing performance this year, Equity Research Analyst Kate Austin explained why we’ll continue to overweight health care in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars. Please enjoy the excerpt above and … Read Morekeyboard_arrow_right
3 Vanguard Updates Investors Need to Know August 9, 2019 Investing mutual funds, vanguard We may be in the dog days of summer but there's no slowing down the Malvern, PA mutual fund colossus. Here's what's been keeping Vanguard busy while you've been at the beach. New Active Fund Announced—International Core Stock Wellington Management—the venerable sub-adviser behind several of Vanguard's standout active funds—has tapped one of its … Read Morekeyboard_arrow_right
Fidelity Undercuts Vanguard Again July 26, 2019 Investing Fidelity, mutual funds, vanguard They may both be big dogs on Wall Street, but Fidelity continues to play the role of puppyish provocateur to rival Vanguard. "Fido" nipped at Vanguard's heels again this month, rolling out another batch of index funds carefully crafted to match similar offerings from Vanguard while beating them on price. The … Read Morekeyboard_arrow_right