Many target-date funds have losses for the year, fueling the debate over how these funds should adjust their equity holdings as their investors near retirement.
Quarterly Monitor: U.S.-stock funds slid 8.2% for the quarter, and have fallen 5.9% for the year to date.
The Wall Street Journal studied 71 activist-investor campaigns. The results: Activism often improves corporate performance but definitely not always.
In Translation: Sometimes companies can buy back their own stock, and sometimes they can’t. How much does it matter to investors?
Mutual funds designed to minimize tax burdens weren’t the best for that purpose and delivered lower returns than other types of funds from 2010 through 2014, researchers found.
The company launched a “smart-beta” index fund in September and plans additional releases in a line of ActiveBeta ETFs in coming months.
Spotlight: Currency ETFs are a way for investors to take advantage of the dollar’s strength. A quick look at two.
Mixing It Up: Rick Kahler says market volatility reinforces benefits of owning funds that don’t move in lockstep with stocks.
Saving for College: How to avoid having an end-of-year tuition payment show up in the wrong year for tax purposes, and other help.