Investing

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MUTUAL FUNDS MAY 19, 2008
Oppenheimer reopens value fund

A rough start to the year has become a kind of backhanded blessing to the Oppenheimer Small & Mid Cap Value Fund (QVSCX).

FIXED INCOME MAY 19, 2008
Tax exemptions for bonds upheld

The Supreme Court has ruled that Kentucky can continue to tax out-of-state muni bonds, while not taxing in-state ones.

MUTUAL FUNDS MAY 19, 2008
12(b)-1 fee fix plan gets mixed reaction

The mutual fund industry should consider itself lucky if, as expected, the SEC this summer recommends placing a cap on 12(b)-1 fees some investor now pay annually via "level loads," industry experts said.

ALTERNATIVES MAY 19, 2008
Smaller hedge funds outpace bigfoot firms

Smaller, newer hedge funds continue to outperform the big dogs, according to the research from PerTrac Financial Solutions.

MUTUAL FUNDS MAY 19, 2008
FRC halts public release of fund flows

Financial Research Corp. has stated that it will no longer make available firm-specific fund flow data to the general public, the media and others who have not paid to receive it.

ETFS MAY 19, 2008
Cousins create firm with flat fees, passive investing

Bob Luxenberg was trying to decide where to invest several million dollars that he had earned building technology businesses in Silicon Valley when he unearthed his latest venture.

ETFS MAY 14, 2008
WisdomTree, Dreyfus unveil non-U.S. ETFs

The ETFs will seek to earn current income reflective of money market rates available to U.S. investors in the specified country or region.

ALTERNATIVES MAY 14, 2008
U.S. foreclosures climbed steeply in April

The number of foreclosure filings rose to 243,353 in April, up 4% from March and up 65% from the same month a year ago.

ALTERNATIVES MAY 13, 2008
Upscale homebuilder’s orders down 44%

Toll Brothers reported double-digit declines in new home orders, revenue and home prices in its second quarter.

FIXED INCOME MAY 13, 2008
SEC eyes JPMorgan on muni bidding

A Wells notice focuses on the firm's "bidding of various financial instruments associated with municipal securities."

MUTUAL FUNDS MAY 12, 2008
High oil prices fuel Brazil's ethanol boom

Record-setting oil prices are driving investments in Brazil's bustling sugar cane ethanol industry.

ALTERNATIVES MAY 12, 2008
MSIM launches $4B infrastructure fund

The private-equity fund is part of a move to invest in sectors that haven’t been hit by the credit crunch.

ALTERNATIVES MAY 12, 2008
Hedge funds win in California

California has backed away from a controversial proposal to regulate hedge funds under strong opposition from its hedge fund industry.

MUTUAL FUNDS MAY 12, 2008
The merits of small companies

Although U.S. investors have poured billions into international stock investments in recent years, most have overlooked international small- and mid-cap stocks.

ESG MAY 12, 2008
Advisers, investors put faith in Catholic funds

The market may be drifting, but many of America's 60 million Roman Catholics are sure of the investment path they have chosen: mutual funds guided by Catholic ethical and moral principles.

MUTUAL FUNDS MAY 12, 2008
Advisers are wary of retirement income funds

As fund companies experiment with retirement income solutions, financial advisers and investors are worried about products that are designed to leave participants with a zero balance.

RETIREMENT PLANNING MAY 12, 2008
ICI meeting covers use of alternatives in funds

The use of alternative hedge-fund-like strategies within mutual funds was a hot topic of discussion last week at the Investment Company Institute's 50th annual general membership meeting in Washington.

MUTUAL FUNDS MAY 12, 2008
Micro-cap funds may present an opportunity

Micro-cap stocks are beaten down to the point where the mutual funds that invest in them are starting to see new opportunities.

MUTUAL FUNDS MAY 12, 2008
New fund offers technology twist to alternative energy investment

Amid concerns about rising energy costs, Firsthand Capital Management Inc. is widening its focus on technology to include alternative energy.

ALTERNATIVES MAY 09, 2008
Advisers debate alternative investments

Advisers may see increasing numbers of mutual fund products that include alternative-investment strategies.