Mutual Funds

Displaying 5318 results
That awkward moment when the Fed realizes it can't raise interest rates
INVESTING EQUITIES AUG 26, 2015
That awkward moment when the Fed realizes it can't raise interest rates

<i>Breakfast with Benjamin</i>: William Dudley, president of the New York Fed, says delaying a rate hike until 2016 'will be awkward.'

In hindsight, China's market meltdown wasn't really that bad
INVESTING EQUITIES AUG 26, 2015
In hindsight, China's market meltdown wasn't really that bad

<i>Breakfast with Benjamin</i>: Now that the dust has started to settle, China's stock market meltdown doesn't seem all that awful.

Exchange issue strikes Merrill Lynch, Vanguard ETF performance
INVESTING ETFS AUG 26, 2015
Exchange issue strikes Merrill Lynch, Vanguard ETF performance

Analysts say price discrepancies are a reminder for advisers to use best practices when trading funds.

Fear and greed swamp stocks as volatility spikes
INVESTING EQUITIES AUG 25, 2015
Fear and greed swamp stocks as volatility spikes

Panic selling off the opening bell leads to investors buying the drop but more losses possible as all eyes focus on China's problems.

Is the bull market making advisers and investors behave better?
INVESTING RETIREMENT PLANNING AUG 24, 2015
Is the bull market making advisers and investors behave better?

Mutual fund investors get closer to capturing 100% of the returns of the funds they invest in, according to Morningstar.

Guggenheim adds real estate to its smart beta lineup
INVESTING ALTERNATIVES AUG 20, 2015
Guggenheim adds real estate to its smart beta lineup

First ETF to offer equal-weighted exposure to a REIT index.

ETFs hit the big time as institutional investors' appetite for the funds grow
INVESTING ETFS AUG 19, 2015
ETFs hit the big time as institutional investors' appetite for the funds grow

Endowments, pensions, foundations like the funds' ability to quickly and easily gain access to indexes or commodities not easily investible.

Private equity manager Blackstone breaks into mutual fund business with First Eagle buy
INVESTING MUTUAL FUNDS AUG 19, 2015
Private equity manager Blackstone breaks into mutual fund business with First Eagle buy

Fund company ranked in Top 10 most trusted fund firms in recent report.

Third time lucky for ETF entrepreneur with cybersecurity fund
INVESTING FINTECH AUG 18, 2015
Third time lucky for ETF entrepreneur with cybersecurity fund

Timing is key as fund, with the ticker symbol HACK, launched just before the Sony Pictures computer network was broken into.

Myths about the Investment Company Act on its 75th anniversary
INVESTING OPINION AUG 18, 2015
Myths about the Investment Company Act on its 75th anniversary

It's time to set straight misconceptions about the law that regulates mutual funds and other investment companies.

Precidian goes back to SEC for approval of active ETF plan
INVESTING ETFS AUG 18, 2015
Precidian goes back to SEC for approval of active ETF plan

A proposal designed to put actively managed products on par with index funds in the ETF universe by allowing their holdings to be non-transparent is going back in front of securities regulators.

Bill Gross tweaks 'shorts of a lifetime' — causing Janus fund to rise
INVESTING EQUITIES AUG 17, 2015
Bill Gross tweaks 'shorts of a lifetime' — causing Janus fund to rise

China's Shenzhen Composite Index, having more than doubled in 2015, began declining about a week after the legendary bond manager made a prediction that Chinese stocks were overheated and poised to fall, and it has since plunged about 27%.

INVESTING ALTERNATIVES AUG 14, 2015
Forget gold, oil could be on its way back to $100

<i>Breakfast with Benjamin:</i> The oil guru who predicted last year's rout said $100-a-barrel crude is likely to return within five years as faltering supply fails to meet demand.

Private equity shop Apollo jumps into liquid alts by teaming up with Ivy Investment Management
INVESTING MUTUAL FUNDS AUG 14, 2015
Private equity shop Apollo jumps into liquid alts by teaming up with Ivy Investment Management

Mutual fund firm plans strategic income and multiasset income funds that will include portion dedicated to total return strategy run by Apollo.

The S&P 500 Index is giving investors plenty of international exposure
INVESTING EQUITIES AUG 13, 2015
The S&P 500 Index is giving investors plenty of international exposure

<i>Breakfast with Benjamin:</i> Companies in the S&amp;P 500 are generating less and less of their income in the U.S., which means investors might have more exposure to international markets than they think.

Edward Jones: Stick to the classic bond flavors when rates rise
INVESTING ALTERNATIVES AUG 13, 2015
Edward Jones: Stick to the classic bond flavors when rates rise

While alts have risen in popularity as a way to hedge Fed action, their usefulness is overstated, says strategist

Do fund sales predict fund performance?
INVESTING MUTUAL FUNDS AUG 12, 2015
Do fund sales predict fund performance?

A new study looks at the evidence and finds a link between flows and performance. The question is why.

Don't wait till year-end to offer tax tips to high-net-worth clients
INVESTING PRACTICE MANAGEMENT AUG 12, 2015
Don't wait till year-end to offer tax tips to high-net-worth clients

Advisers should take action now and proactively suggest tax-management strategies to clients rather than waiting for them to approach you.

Falling commodity prices draw speculators and speculation
INVESTING EQUITIES AUG 12, 2015
Falling commodity prices draw speculators and speculation

Even with crude oil now hovering around $45 a barrel, there is debate over whether it is time to buy or steer clear of the global commodity.

Investors flee nontraditional bond funds at the worst possible time
INVESTING ALTERNATIVES AUG 12, 2015
Investors flee nontraditional bond funds at the worst possible time

Untested category suffers $4B in net outflows this year as it is about to be tested by higher rates.