Mutual Funds

Displaying 5318 results
State Street adds two currency-hedged ETFs as competition heats up
INVESTING ETFS SEP 10, 2015
State Street adds two currency-hedged ETFs as competition heats up

Firm follows BlackRock, Deutsche Bank and WisdomTree in rolling out currency-hedged offerings.

Goldman Sachs goes low cost in bid to attract investors to ETFs
INVESTING ETFS SEP 10, 2015
Goldman Sachs goes low cost in bid to attract investors to ETFs

Firm will waive a portion of its management fee and limit expenses for at least the first year of the large-cap version of its ActiveBeta ETFs.

OppenheimerFunds in deal for fund firm that creates smart-beta ETFs
INVESTING ETFS SEP 10, 2015
OppenheimerFunds in deal for fund firm that creates smart-beta ETFs

VTL manages eight ETFs and $1.7 billion, is known for funds that use rule-based approaches to select stocks that may outperform the market.

INVESTING ETFS SEP 10, 2015
Vanguard, once thwarted, launches a muni-bond rival to BlackRock's iShares

A first for the mutual fund industry, and the cheapest offering in ETFs, an analyst says.

DoubleLine's Gundlach outperforms Loomis' Fuss and Janus' Gross in recent market rout
INVESTING EMERGING MARKETS SEP 10, 2015
DoubleLine's Gundlach outperforms Loomis' Fuss and Janus' Gross in recent market rout

Jeffrey Gundlach's $48.2 billion DoubleLine Total Return Bond Fund returned 0.7% over the past month while his peers showed losses.

Muni bonds are poised to shine as rates move higher
INVESTING ETFS SEP 10, 2015
Muni bonds are poised to shine as rates move higher

Tax-exempt category is actually benefiting from the dark cloud hanging over it.

NextShares wins its first adviser platform partner with Envestnet
INVESTING BROKER DEALERS SEP 08, 2015
NextShares wins its first adviser platform partner with Envestnet

Envestnet has agreed to make NextShares, a unique hybrid of mutual funds and ETFs, available to some of its 41,000 affiliated financial advisers, delivering Eaton Vance its first distribution partner for the product.

INVESTING ETFS SEP 08, 2015
Legg Mason wants to build 'better' ETFs

Money manager asks the SEC for permission to build exotic funds.

INVESTING MUTUAL FUNDS SEP 06, 2015
Cash in spotlight amid sell-off

Advisers must be prepared to give reasoned answers about moving to cash during market volatility.

Pimco minus Bill Gross equals outflows
INVESTING RIAS SEP 04, 2015
Pimco minus Bill Gross equals outflows

<i>Breakfast with Benjamin</i> Pimco finds itself in choppy waters without Bill Gross at the helm.

The next REIT privatization wave is underway
INVESTING EQUITIES SEP 04, 2015
The next REIT privatization wave is underway

<i>Breakfast with Benjamin</i>: The swelling gap between public and private valuations is making REITs a sweet target.

How advisers can benefit as the cost of private-equity investing is driven down
INVESTING ALTERNATIVES SEP 04, 2015
How advisers can benefit as the cost of private-equity investing is driven down

Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.

Massachusetts' Galvin to investigate alternative fund sales by advisers
INVESTING RIAS SEP 04, 2015
Massachusetts' Galvin to investigate alternative fund sales by advisers

Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.

Puerto Rico outlines plan to clear higher debt-restructuring hurdles
INVESTING MUTUAL FUNDS SEP 02, 2015
Puerto Rico outlines plan to clear higher debt-restructuring hurdles

BlackRock says commonwealth is facing a 'real solvency issue' as the risk of additional debt defaults increases.

INVESTING EQUITIES SEP 01, 2015
Go-anywhere bond funds have failed to go anywhere positive over the past year

<i>Breakfast with Benjamin</i>: Nontraditional bond funds that sounded too good to be true are looking like a bust, so far.

As volatility continues, more mutual funds go to cash
INVESTING EQUITIES SEP 01, 2015
As volatility continues, more mutual funds go to cash

Amid market volatility, more mutual funds are playing it safe, but should they be sitting on the sidelines?

Making bigger bets with smaller portfolios
INVESTING EQUITIES AUG 31, 2015
Making bigger bets with smaller portfolios

A fund with a limited number of stocks might outperform in volatile markets

Wild market volatility puts fresh focus on workings of ETFs
INVESTING ETFS AUG 28, 2015
Wild market volatility puts fresh focus on workings of ETFs

Intraday trading is makes exchange-traded funds special but can also make them dangerous, market players say.

Closed-end funds rise to the surface following the market mess
INVESTING EQUITIES AUG 27, 2015
Closed-end funds rise to the surface following the market mess

<i>Breakfast with Benjamin</i>: All the messy stock market turmoil of the past few weeks has created a sweet opportunity in the closed-end funds space.

Jeffrey Gundlach says the stock market pullback is just getting started
INVESTING EQUITIES AUG 27, 2015
Jeffrey Gundlach says the stock market pullback is just getting started

<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach thinks that as painful as it's been over the past week, the markets still need a thorough housecleaning.