Understanding Asset Flows in the Mutual Funds Industry
Cathy Seifert speaks with Todd Rosenbluth on stock performance and secular changes in the mutual fund industry, and the pressures they face.
IJJ – Mid-Cap Value ETF from iShares
IJJ – This ETF from iShares provides mid-cap exposure in a low-cost, diversified wrapper.
American Funds: An Exception to the Accepted “Rule”
Seventeen equity-focused American Funds have generated index-beating results over their lifetimes. See the results here. View Expense ratios and returns here
Asset Types for Investing, A Primer (Equity, Bonds, ETFs, MFs)
Todd Rosenbluth, head of ETF and Mutual Fund Research with CFRA speaks with Lindsey Bell, Investment Strategist, on what drives ETFs and mutual funds and the importance of understanding the stocks and bonds inside.
What American Funds and Fidelity Purchased in Q3
CFRA's Head of ETF and Mutual Fund Research, Todd Rosenbluth, discusses what American Funds and Fidelity purchased in Q3 of 2018.
ETF Leader Board Shake Up
Todd Rosenbluth, CFRA's Head of ETF and Mutual Fund Resarch, discusses how the ETF leader board has started to shake up in 2018 and who gained and lost market share.
Reducing Risk Profile | Use of Lower Volatility ETFs
CFRA Chief Investment Strategist Sam Stovall talks with CFRA Head of ETF & Mutual Fund Research Todd Rosenbluth about using lower volatility and dividend-growth ETFs in asset allocation to reduce risk profile.
A Look At Capital Gains with Funds
CFRA's Head of ETF & Mutual Fund Research, Todd Rosenbluth, discusses the key differences between ETFs and mutual funds from a tax efficiency perspective.
WATFX | Rating Bond Mutual Funds
Todd Rosenbluth, CFRA's Head of ETF and Mutual Fund Research, discusses the Western Asset Core Bond Fund and CFRA's approach to rating bond mutual funds.