-
The ETF-Mutual Fund Mashup Is Almost Legal—And Portfolios May Never Look the Same
Saturday, July 19, 2025 - 12:01pm | 791A regulatory overhaul is potentially looming—and the ETF market is waiting with bated breath. According to Morningstar’s most recent mid-year ETF guide, the U.S. Securities and Exchange Commission (SEC) may approve hybrid ETF-mutual fund share-class designs as early as the second half of...
-
Looking to Attract new Investors, JPMorgan Follows the Mutual Fund to ETF Conversion Trend
Tuesday, June 14, 2022 - 1:42pm | 754Exchange-traded funds (ETFs) have exploded in popularity since they were introduced in the 1990s. Like a mutual fund, one ETF invests in hundreds of stocks across various sectors. Some mutual funds and ETFs specialize in certain sectors like small cap stocks or consumer staples. Unlike mutual funds...
-
Factor Fun In A New Small-Cap ETF
Tuesday, November 14, 2017 - 9:50am | 417Small-cap stocks and the related exchange traded funds are springing back to life after lagging to start 2017. Over the past 90 days, the Russell 2000 Index and the S&P SmallCap 600 Index have each returned more than 6 percent. Perhaps the John Hancock Multifactor Small Cap ETF (NYSE: JHSC)...
-
Write A Prescription For This Healthcare ETF
Friday, January 15, 2016 - 9:24am | 526Amid the bevy of exchange-traded products that came to market in the United States last year, one of the more interesting themes was the initial forays into the business by some well-known money managers. In September, asset management giant John Hancock became the latest big name in the financial...
-
Examining The Helpfulness Of Hancock's ETFs
Thursday, October 15, 2015 - 2:47pm | 755Last month, asset management giant John Hancock became the latest big name in the financial services industry to enter the exchange-traded funds arena, doing so with six funds sub-advised by Dimensional Fund Advisors. Hancock's new ETF lineup is comprised of six funds – four sector...
-
Mario Gabelli Discloses Bullish Moves In Madison Square Garden & Tredegar
Wednesday, September 16, 2015 - 7:50am | 322On Tuesday, the fund affiliated with Mario Gabelli disclosed two bullish moves. The funds boosted their exposure to The Madison Square Garden Co (NYSE: MSG) by more than 51 percent. The firms increased their stake in Tredegar Corporation (NYSE: TG) by more than 6.6 percent. According...
-
Mario Gabelli Is Bullish On Micro-Caps Blyth And Communications Systems
Wednesday, September 2, 2015 - 2:06pm | 302Mario Gabelli recently filed a couple of Schedule 13D forms with the SEC, disclosing increases in his activist positions in micro-cap companies Blyth, Inc. (NYSE: BTH) and Communications Systems, Inc. (NASDAQ: JCS). Below is a look at these companies and the transactions that Gabelli made. Blyth...
-
Top Hedge Fund Moves: A Look At Emanuel Friedman & Daniel Och's Latest Bullish Moves In Small-Caps
Sunday, August 30, 2015 - 8:41pm | 331Tracking hedge funds moves is central to many investment strategies, as it may provide with interesting, research-backed ideas. So, let’s take a look at some of the most relevant transactions in the past couple of days. Emanuel J. Friedman Emanuel J. Friedman’s EJF Capital is...
-
Mario Gabelli Is Betting On Micro-Caps Tecumseh And Sevcon
Thursday, August 27, 2015 - 7:57am | 336Mario Gabelli on Tuesday filed two Schedule 13D forms with the SEC, disclosing increased stakes in two micro-cap companies: Sevcon Inc (NASDAQ: SEV) and Tecumseh Products Company (NASDAQ: TECU). Let’s take a look at these moves and the companies involved in order to elucidate if they...
-
After The Major Gains In Misonix, Who's Benefiting The Most?
Monday, December 29, 2014 - 7:23pm | 345Sidoti & Co. analysts seem to have changed their minds about Misonix, Inc. (NASDAQ: MSON). The firm downgraded the stock in October, but upgraded it again last week, from Neutral to a Buy rating. The stock rose more than 10 percent last Friday and is up 15 percent over the past week...