Mutual Funds

Displaying 5318 results
INVESTING EQUITIES NOV 22, 2015
Investing in women a worthy strategy

How financial advisers can put this strategy into practice and begin to invest with a gender lens

How ETFs can help mitigate the impact of market bubbles
INVESTING EQUITIES NOV 20, 2015
How ETFs can help mitigate the impact of market bubbles

Emphasizing defense and true diversification in ETF choices can provide protection.

BlackRock lowers fees on seven ETFs as it turns focus to price-conscious investors
INVESTING ETFS NOV 19, 2015
BlackRock lowers fees on seven ETFs as it turns focus to price-conscious investors

Expense ratios on 'core' exchange-traded funds to drop to as low as 0.03%; new fund launched.

ETF scrutiny continues after chaos of Aug. 24 but little consensus emerging on solutions
INVESTING ETFS NOV 18, 2015
ETF scrutiny continues after chaos of Aug. 24 but little consensus emerging on solutions

Stability of funds in volatile markets remains a concern for investors and regulators.

INVESTING EQUITIES NOV 16, 2015
Gold goes on a safe-haven rally in the wake of Paris attacks

<i>Breakfast with Benjamin</i>: Gold jumps, with futures up more than 1% even as riskier assets like stocks find reasons to rally.

Financial markets brace for fallout from the Paris terror attacks
INVESTING EQUITIES NOV 16, 2015
Financial markets brace for fallout from the Paris terror attacks

<i>Breakfast with Benjamin</i>: The financial markets are likely to be swept up in the immediate unrest following Friday's terror attacks in Paris.

INVESTING ETFS NOV 16, 2015
China casts a pall over global markets in third quarter

ETF for rising rates draws billions but dashes investors' hopes
INVESTING ETFS NOV 14, 2015
ETF for rising rates draws billions but dashes investors' hopes

ProShares UltraShort 20+ Year Treasury (TBT) has attracted nearly $10 billion worth of inflows in its life but has only $2.8 billion to show for it today.

INVESTING RETIREMENT PLANNING NOV 12, 2015
The unique nature of target-date fund benchmarking

The wide dispersion of glide paths and asset allocations makes evaluation much more complex. And yet, TDF choice is likely the biggest investment decision for a plan.

Wells Fargo launching 'completely different' target date funds that take an active approach
INVESTING RETIREMENT PLANNING NOV 12, 2015
Wells Fargo launching 'completely different' target date funds that take an active approach

The retirement funds, the firm's second to market, seek to give investors 80% pre-retirement income replacement.

ETF that bet on bitcoin has been surging
INVESTING ALTERNATIVES NOV 10, 2015
ETF that bet on bitcoin has been surging

ARK Investment Management says the capricious cryptocurrency is a buy in the wake of emerging market volatility

DoubleLine's Jeff Gundlach plans new global bond fund
INVESTING EMERGING MARKETS NOV 10, 2015
DoubleLine's Jeff Gundlach plans new global bond fund

DoubleLine's Jeffrey Gundlach plans a new global bond fund just as a potential Fed hike could create new risks and opportunities for managers.

The endless and irrelevant financial woes of presidential candidates
INVESTING EQUITIES NOV 09, 2015
The endless and irrelevant financial woes of presidential candidates

<i>Breakfast with Benjamin</i>: Presidential candidates are not always good at managing their own money, and voters don't care, or need to.

DFA breaks into target date fund market with unique investment approach
INVESTING EQUITIES NOV 04, 2015
DFA breaks into target date fund market with unique investment approach

Manager is hoping to garner assets in a crowded market through a strategy targeting the stability of investors' retirement income stream.

Chinese stocks go from a sell to a buy just like that
INVESTING EQUITIES NOV 03, 2015
Chinese stocks go from a sell to a buy just like that

<i>Breakfast with Benjamin</i>: Emerging-markets fund manager who darted out of Chinese stocks at the best possible time is now moving back in.

INVESTING RETIREMENT PLANNING NOV 03, 2015
Active target date managers make tweaks ahead of Fed rate hike

Active managers have made small changes on the margins of their TDF portfolios, which could give them a short-term advantage over passive managers.

BlackRock to manage $87 billion money market assets for Bank of America
INVESTING MUTUAL FUNDS NOV 02, 2015
BlackRock to manage $87 billion money market assets for Bank of America

Deal comes as big banks grapple with new SEC regulations that force institutional prime funds to adopt a floating share price.

INVESTING RETIREMENT PLANNING NOV 01, 2015
The best- and worst-performing target date funds

Ranking funds through the third quarter of 2015

Investors facing the dark side of MLP investing
INVESTING EQUITIES OCT 28, 2015
Investors facing the dark side of MLP investing

Poor performance could send the income-generating category back to direct investing, where it belongs.

Closed-end funds trading at steepest discounts in eight years as investors sell ahead of rate increase
INVESTING EQUITIES OCT 26, 2015
Closed-end funds trading at steepest discounts in eight years as investors sell ahead of rate increase

Strategists say pricing anomalies should be considered buying opportunity as Fed action expected to be small.