Investing

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MUTUAL FUNDS OCT 29, 2007
Maintaining fixed short position may be a mistake in 130/30s

Quantitative investment strategies that maintain consistent long and short exposures, commonly known as 130/30s, are hot.

MUTUAL FUNDS OCT 29, 2007
Expenses are a high priority for 401(k) investors

While 401(k) investors' choices of mutual funds vary widely, one element of concern seems to be constant: cost.

MUTUAL FUNDS OCT 29, 2007
FSI defends 12(b)-1s on 'Capitol Hill Day'

Members of the Financial Services Institute Inc. met with members of Congress and their staffs on Capitol Hill Oct. 10, in a push to retain in their current form 12(b)-1 fees, which the advisers say are crucial to their work with smaller clients.

MUTUAL FUNDS OCT 29, 2007
More funds with managed payouts coming

More mutual funds are being developed that offer managed payouts designed to give investors a steady stream of income.

MUTUAL FUNDS OCT 29, 2007
Investors aren't exactly wild about Harry

Investors continue to bail as Harry W. Lange celebrates his two-year anniversary as the manager of the Fidelity Magellan Fund on Wednesday, although it's clear that the fund's performance is on the mend.

MUTUAL FUNDS OCT 29, 2007
Fund company marketing brochures miss sweet spots

Financial advisers focus only on sales brochures and fund information that is germane to their financial practices; otherwise, marketing efforts fail to attract their attention, even momentarily, according to a soon-to-be released report.

MUTUAL FUNDS OCT 25, 2007
Fidelity announces multi-managered group

Fidelity's VIP Contrafund Portfolio will be managed by a multi-manager group of seven managers.

ETFS OCT 24, 2007
Barclays debuts iPath ETNs

Barclays has launched eight exchange-traded notes to track commodities on NYSE Arca today.

ETFS OCT 24, 2007
Claymore unveils dividend-rotation ETF

The Claymore/Zacks Dividend Rotation ETF will follow the Zacks Dividend Rotation Index from Zacks Investment Research Inc.

ALTERNATIVES OCT 23, 2007
Hedge funds thrive in third quarter

Investors pumped $45.2 billion into the hedge fund industry during the third quarter, according to data from Hedge Fund Research.

MUTUAL FUNDS OCT 22, 2007
Sales of B shares continue to wane

Dwindling assets and intense regulatory scrutiny continue to take their toll on mutual fund B shares, which at the current rate of attrition are likely to become nearly extinct inside five years.

MUTUAL FUNDS OCT 22, 2007
Fund focuses on world's fast-growing markets

It is difficult to evaluate funds and strategies that haven't yet established a track record, but the <b>Aston/Neptune International Fund (ANIIX) </b>comes to market with a certain pedigree and a legitimate strategy for investing outside the United States.

MUTUAL FUNDS OCT 22, 2007
A round of applause for style drift

Let's say you paid $7 each back in early 2003 for 1,000 shares of a struggling Cupertino, Calif.-based personal-computer and consumer electronics company that was trading at a fire sale price based on a classic fundamental- valuation metric.

FIXED INCOME OCT 22, 2007
Lord Abbett beefs up muni-bond team

Lord Abbett &amp; Co. has added Marybeth Leithead as a portfolio manager on its Municipal Bond team.

FIXED INCOME OCT 22, 2007
Ruling could raise cost of muni bonds

The U.S. Supreme Court will take up a case that could affect state taxes on municipal bonds, published reports said.

ALTERNATIVES OCT 19, 2007
Merrill rolls out platform for hedge funds

Merrill Lynch has launched an independent broker-neutral platform for its prime brokerage clients in the hedge fund industry.

ETFS OCT 17, 2007
New ETF follows MarketGrader indexes

SPA ETFs, an affiliate of London &amp; Capital, today launched its first U.S. equities-focused ETF on the American Stock Exchange.

ALTERNATIVES OCT 16, 2007
Hedge funds revive in third quarter

Hedge funds pulled out of this summer&#8217;s market havoc, recording average returns of 2.44% for the third quarter, according to Morningstar Inc.

FINTECH OCT 15, 2007
Advisers offered new rating yardstick

Financial advisers who are frustrated over perceived shortcomings in mutual-fund- rating systems soon will have a new prism through which to view funds.

MUTUAL FUNDS OCT 15, 2007
Franklin Resources ripped on Sudan

In its quest to push for divestment in Sudan, the San Francisco Bay Area Darfur Coalition has decided to go underground to fight a major mutual fund company.