Key Words: Blackrock, Fidelity employees and others sue over high fees on their own 401(k)s

Sharp-eyed investors are always on the alert for pricey fees on mutual funds. In some cases, those investors work at the fund companies themselves. ‘If fund companies open up their plans to competing products, that creates a business problem. But shame on them if they’re providing high-cost versions of their [own] funds in plans for […]

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ETF Investing: Market carnage has investors fleeing from bonds, but not stocks

The U.S. stock market is on track to post its worst weekly performance in about seven months, but the sharp losses on Wall Street hasn’t resulted in an investor exodus from stocks. According to FactSet, equity-based exchange-traded funds have seen positive flows over the past week, a period that coincides with some of the worst […]

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Sustainable Investing: As Vanguard launches a sustainable-investing ETF, its low fees are only one of the factors to consider

Can you afford to be a responsible investor? That’s the question that has plagued pensions and individual investors alike as they consider financial products dedicated to environmental, social and governance criteria. In two recent polls, a majority of institutions and high-net-worth investors concluded fees were too high to justify an allocation. Conventional wisdom has been […]

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Howard Gold's No-Nonsense Investing: Long-term investors can beat the S&P 500 by favoring equal-weighted ETFs

On Monday, S&P Dow Jones Indices and MSCI reshuffled their sector lineup. They replaced the stodgy, underperforming telecom services sector with a new, expanded communications services sector that now includes stocks that were previously in the information technology and consumer discretionary sectors, such as Alphabet GOOG, +0.96% GOOGL, +1.21% Facebook FB, -0.30% Netflix NFLX, -0.05% […]

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ETF Investing: Cannabis-related ETF draws steady inflows as sector sees huge swings

One of the few exchange-traded funds to track the cannabis industry has seen steady inflows over the past month, a beneficiary of the surging interest that has surrounded the space as companies see huge gains, along with heavy downside volatility. According to FactSet, money has consistently poured into the ETFMG Alternative Harvest ETF MJ, -5.81% […]

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FA Center: Saving a few pennies on index funds could cost you many dollars

Fees and expenses are no longer one of the most important factors to consider when choosing an index fund. I thought I would never say that. But I also never thought that any index fund would reduce its expense ratio to zero. Yet that is exactly what Fidelity recently did with two index fund offerings […]

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Market Extra: The best strategy of the record-long bull market? Not trying to beat it

It’s been easy to make money in the U.S. stock market over the past several years, which by one accounting stands as the longest bull market in history. However, the best way to make money has also been the simplest: going with the flow. Since the financial crisis, the dominant strategy for investing in equities […]

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Jeff Reeves's Strength in Numbers: These seven little-known health-care ETFs are up 20%-plus in 2018

While technology stocks tend to make the flashiest headlines, the health-care sector remains one of the most consistent outperformers. The top health-care exchange traded fund (ETF) by assets, the $18 billion Health Care Select SPDR ETF XLV, +0.00% has gained about 10% this year vs. 6% for the S&P 500 Index SPX, +0.21% And longer […]

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FA Center: Index fund investors will fail in a bear market if they can’t pass this test

Maybe we shouldn’t be judging investment advisers according to whether or not they can beat the market. That’s an incredible admission from someone such as myself who has devoted his career to judging advisers in precisely that way. Nonetheless, I have been exploring this possibility more and more in recent years. I was prompted to […]

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