Mutual Funds

Displaying 5318 results
The bond market selloff has sparked fears that the Fed might not hike rates today
INVESTING EQUITIES DEC 15, 2015
The bond market selloff has sparked fears that the Fed might not hike rates today

<i>Breakfast with Benjamin</i>: The bond market selloff has sparked fears that the Fed might not hike rates today.

INVESTING EQUITIES DEC 14, 2015
The junk-bond selloff is raining on the Fed's rate-hike parade

<i>Breakfast with Benjamin</i>: Just when the Fed felt it was safe to move off a zero-rate policy, all kinds of heck is busting loose in the high-yield bond market.

Third Avenue rattles the junk bond market
INVESTING EQUITIES DEC 11, 2015
Third Avenue rattles the junk bond market

Plus: JPMorgan's David Kelly second-guesses the Fed, MLP investors hang on for dear life, and Joe Montana gets his VC groove on

High-yield bond market is teetering on the brink of disaster
INVESTING ALTERNATIVES DEC 11, 2015
High-yield bond market is teetering on the brink of disaster

<i>Breakfast with Benjamin</i>: More than a third of the outstanding U.S. high yield and leveraged loan universe is at risk in a rising-rate cycle.

Debunking 4 common myths advisers have about mutual funds
INVESTING ETFS DEC 09, 2015
Debunking 4 common myths advisers have about mutual funds

In the age of ascendant ETFs, some have written off mutual funds as irrelevant, but advisers need to know the nuances of each type of fund

INVESTING MUTUAL FUNDS DEC 04, 2015
Columnist unveils annual 'Lump of Coal' awards for mutual funds

<i>Breakfast with Benjamin</i>: It's that time of year when mutual fund columnist Chuck Jaffe doles out his Lump of Coal awards to funds that failed investors.

Manager of a fake hedge fund faces real prison time
INVESTING EQUITIES DEC 04, 2015
Manager of a fake hedge fund faces real prison time

<i>Breakfast with Benjamin</i>: Security guard/waiter/travel agent posing as a hedge fund manager has been convicted of stealing more than $800,000 from 17 investors.

Pimco and Eaton Vance funds hit unsuspecting investors with big capital gains
INVESTING EQUITIES DEC 04, 2015
Pimco and Eaton Vance funds hit unsuspecting investors with big capital gains

Fund names can be deceiving and when outflows hit, distributions are unavoidable.

Green energy investing takes center stage
INVESTING EQUITIES DEC 03, 2015
Green energy investing takes center stage

A commitment that can make investment performance a lesser priority.

Pimco Income Fund, managed by Gross successor Ivascyn, sees first inflows since 2013
INVESTING MUTUAL FUNDS DEC 03, 2015
Pimco Income Fund, managed by Gross successor Ivascyn, sees first inflows since 2013

Bill Gross' successor Daniel Ivascyn quietly has pulled off a stunning performance.

Mutual fund outflows add to the pain of capital gains distributions
INVESTING EQUITIES DEC 02, 2015
Mutual fund outflows add to the pain of capital gains distributions

Mutual fund outflows can spell capital gains disaster and this year, some funds with low turnover are reporting sizable capital gains distributions as managers sell securities to meet investor withdrawals.

A more reachable retirement savings target: 60% of pre-retirement income
INVESTING EQUITIES DEC 01, 2015
A more reachable retirement savings target: 60% of pre-retirement income

<i>Breakfast with Benjamin</i>: Instead of needing 80% of your pre-retirement income, you can probably make it with 60%.

This new ETF tracks the green version of the S&P 500
INVESTING EQUITIES DEC 01, 2015
This new ETF tracks the green version of the S&P 500

The SPDR S&amp;P 500 Fossil Fuel Free ETF is a greener version of the world's first and largest ETF.

$25B institutional money manager takes a leap into retail
INVESTING EQUITIES DEC 01, 2015
$25B institutional money manager takes a leap into retail

Three mutual funds just the start for Pzena Investment Management.

INVESTING ETFS NOV 30, 2015
Eaton Vance announces rollout of first NextShares

INVESTING ETFS NOV 30, 2015
How Vanguard pulls billions from Wall Street every year

While Washington has long been debating how to reform big Wall Street banks, Vanguard is quietly doing just that as the company and its army of index funds remove about $20 billion a year in revenue from the financial industry.

BlackRock's iShares taking in money fast and furious
INVESTING ETFS NOV 30, 2015
BlackRock's iShares taking in money fast and furious

For the first time, fund manager saw roughly equal deposits into equity and fixed-income ETFs as investor demand for bond products increased.

INVESTING EQUITIES NOV 29, 2015
Morningstar announces its Managers of the Year

Standouts from Vanguard, Pimco and American Funds top the list. Did your favorite make the cut?

INVESTING ETFS NOV 23, 2015
Blending Mars, Venus can energize a fund

Appears that mixed-gender portfolio management teams tend to generate better performance

Icahn, BlackRock's Fink battle over high-yield ETFs
INVESTING ETFS NOV 23, 2015
Icahn, BlackRock's Fink battle over high-yield ETFs

Carl Icahn criticized asset management firms such as BlackRock for selling ETFs that give an illusion of liquidity for &#8220;extremely illiquid, and extremely overpriced&#8221; securities such as high yield bonds. But BlackRock CEO Larry Fink disputed the characterization.