Investing

Displaying 13197 results
MUTUAL FUNDS SEP 25, 2009
Mutual Fund Store unveils income fund for retirees

The Mutual Fund Store LLC, a registered investment adviser with $4.3 billion of assets gathered from offices across the country, announced today it was rolling out a service that provides retirees with a steady income.

MUTUAL FUNDS SEP 25, 2009
Going global: Investors hungry for more risk are now looking overseas

Emerging-markets equity and bond funds, along with global bond funds, experienced substantial inflows over the last week, an indication that investors are now moving farther out on the risk curve, according to a report from Emerging Portfolio Fund Research Inc.

MUTUAL FUNDS SEP 23, 2009
The Reserve to give back $1B to Primary Fund investors

A money-market mutual fund that held more than $60 billion before it notoriously <a href=http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20081029/REG/810299994&amp;ht=bruce%20bent>&#8221;broke the buck&quot;</a> a year ago said Wednesday it will hand out $1 billion in a fifth distribution to investors from the fund's remaining assets.

MUTUAL FUNDS SEP 23, 2009
Lord Abbett exits bundled 401(k) biz, handing off $1.2B to the Hartford

Lord, Abbett &amp; Co. LLC is exiting the business of offering bundled 401 (k) plans &#8212; and has agreed to transition its nearly $1.2 billion in 401(k) assets to The Hartford Financial Services Group Inc.

MUTUAL FUNDS SEP 22, 2009
Mass. regulator fighting clawbacks from investors who bailed on The Reserve Primary Fund

Massachusetts Secretary of the Commonwealth William Galvin's Division of Securities sent a letter yesterday to Judge Paul Gardephe of the U.S. District Court for the Southern District of New York to oppose any proposals to &#8220;claw back&#8221; money from investors in The Reserve Primary Fund who withdrew their investment just prior to the fund's closure.

ALTERNATIVES SEP 22, 2009
Regulator urges broad oversight of derivatives

A key regulator on Tuesday urged Congress to go beyond an Obama administration proposal and impose comprehensive oversight on the sprawling, complex market for financial derivatives blamed for worsening the credit crisis last fall

MUTUAL FUNDS SEP 22, 2009
Putnam adjusts target date slate, unveils new hybrid strategy

Putnam Investments of Boston today tweaked its slate of target date funds, and unveiled a new hybrid strategy across its platform of retirement fund offerings.

MUTUAL FUNDS SEP 20, 2009
John Hussman

Despite the challenges of the epic market downturn of 2008, the $1.1 billion Hussman Strategic Total Return Fund delivered a positive return last year.

MUTUAL FUNDS SEP 20, 2009
Bill Gross

When the Pimco Total Return Fund finished 2006 up 3.7% &#8212; trailing the 4.2% average gain of its intermediate-term-bond peer group &#8212; tongues started wagging that legendary portfolio manager William Hunt Gross may have lost his magic touch.

MUTUAL FUNDS SEP 20, 2009
William Danoff

Not many mutual fund managers have a 19-year tenure on a fund, and only a handful of them were able to outperform their peers in all three major bear markets of the past two decades.

ETFS SEP 20, 2009
ETFs make "statement'

Talk about state pride.

MUTUAL FUNDS SEP 20, 2009
Fund companies shift focus in managed-payout funds

Managed-payout funds designed to give retirees a steady stream of income landed with a thud when they were introduced ahead of the stock market's swoon, but some mutual fund companies are seeking to breathe new life into the concept.

MUTUAL FUNDS SEP 20, 2009
"Target date' definition differs among stakeholders

When it comes to picking a target date fund, the instruction manual seems simple enough.

FIXED INCOME SEP 20, 2009
Freestyle analyst

Being an investment research analyst during one of the most historic economic downturns can be stressful.

ALTERNATIVES SEP 20, 2009
Indie giant LPL execs load up on options

In a first, top executives with LPL Investment Holdings Inc. last week picked up hundreds of thousands of options to purchase the company's common stock &#8212; a move that has renewed speculation about a forthcoming initial public offering.

ALTERNATIVES SEP 20, 2009
Hedge fund closures still outpace launches

The hedge fund industry continues to shrink &#8212; though the pace is slowing a bit, according to the latest report from Hedge Fund Research Inc.

MUTUAL FUNDS SEP 18, 2009
Tom Forester: Top-heavy markets sending signs to take gains

Tom Forester, manager of the Forester Value Fund, will bring into the fourth quarter a cautiously optimistic perspective that will include a bit of his trademark profit-taking from some of the portfolio's best performers.

MUTUAL FUNDS SEP 18, 2009
Treasury ends money market guaranty program

The Department of the Treasury's temporary guarantee program for money market funds will conclude today, one day after the ICI reported a jump in money fund outflows this week.

MUTUAL FUNDS SEP 17, 2009
Money fund assets fell to $3.482T in latest week

Total money market mutual fund assets fell by $62.6 billion to $3.482 trillion for the week, the Investment Company Institute said Thursday.

ALTERNATIVES SEP 17, 2009
Hedge fund closures still outpace launches, industry shrinkage continues