Mutual Funds

Displaying 5318 results
Can active managers beat dart-throwing monkeys?
INVESTING MUTUAL FUNDS JUL 07, 2015
Can active managers beat dart-throwing monkeys?

Professors offer an interesting take on the age-old question. Sorry, monkeys.

Banks are cutting broker-dealer units from their 'living wills'
INVESTING EQUITIES JUL 07, 2015
Banks are cutting broker-dealer units from their 'living wills'

<i>Breakfast with Benjamin</i>: The nation's biggest banks, like JPMorgan Chase, are lumping their broker-dealer units in with other 'non-essential' operations.

China stock plunge reignites debate over when and whether U.S. investors should get in
INVESTING EQUITIES JUL 07, 2015
China stock plunge reignites debate over when and whether U.S. investors should get in

Not having access to the market has been protecting mutual-fund investors from fast declines.

Vanguard's new ambassador to advisers: We've earned your trust
INVESTING ETFS JUL 07, 2015
Vanguard's new ambassador to advisers: We've earned your trust

Thomas M. Rampulla's return to the U.S. comes after the firm recast itself as a patron of an industry that once saw it as a threat.

Treasury ETF attracts big bucks as investors seek safety amid Greek crisis
INVESTING EMERGING MARKETS JUL 06, 2015
Treasury ETF attracts big bucks as investors seek safety amid Greek crisis

ETF holds up better than other funds that own riskier, lower-rated debt, which had their worst monthly outflows ever.

As Puerto Rico crisis intensifies, mutual fund investors face loss of capital
INVESTING MUTUAL FUNDS JUL 06, 2015
As Puerto Rico crisis intensifies, mutual fund investors face loss of capital

If the island can't pay back all of its debts, some fund holders could suffer haircuts.

Morningstar unveils active vs. passive performance comparison tool
INVESTING MUTUAL FUNDS JUL 02, 2015
Morningstar unveils active vs. passive performance comparison tool

At its annual conference, Morningstar rolls out the Active/Passive Barometer, a tool that compares the performance of actively managed mutual funds net of fees to comparable passive products.

INVESTING PRACTICE MANAGEMENT JUN 30, 2015
Top bond manager overseeing billions at J.P. Morgan takes leave

Douglas S. Swanson will step aside, starting Oct. 1.

INVESTING EQUITIES JUN 29, 2015
Stock buybacks come under fire from politicians

<i>Breakfast with Benjamin</i> There's a rising backlash for record-level stock-buyback programs, as Sen. Elizabeth Warren issues charges of 'stock manipulation.'

INVESTING EQUITIES JUN 29, 2015
Crazy as it might sound, the new all-in bet is going long on Greek stocks

<i>Breakfast with Benjamin</i>: If you've got a really strong stomach, the time looks ripe to buy the fear and jump into Greek equities.

Pimco's Income Fund becomes the firm's new star
INVESTING EQUITIES JUN 29, 2015
Pimco's Income Fund becomes the firm's new star

<i>Breakfast with Benjamin</i>: Pimco's Income Fund (PIMIX) is shining bright under Dan Ivascyn, raising the question: Bill Gross who?

In latest test, active managers outperform bond indexes
INVESTING PRACTICE MANAGEMENT JUN 29, 2015
In latest test, active managers outperform bond indexes

After a disappointing 2014, intermediate-term bond managers have found their footing.

INVESTING MUTUAL FUNDS JUN 28, 2015
The mutual fund marketplace is broken. Time to fix it.

Many share classes exist only to hide fees paid by mutual funds to brokers in exchange for feeding them business

INVESTING PRACTICE MANAGEMENT JUN 26, 2015
Custodians' payments to RIAs for fund picks raise eyebrows

Oakmark's Bill Nygren: Investors penalize 'shareholder-unfriendly' CEOs too much
INVESTING EQUITIES JUN 26, 2015
Oakmark's Bill Nygren: Investors penalize 'shareholder-unfriendly' CEOs too much

Top portfolio manager takes another perspective on an issue that BlackRock's Fink and other corporate critics have championed.

Wirehouses raise clients' exposure to alternatives, but reps still just dabbling
INVESTING EQUITIES JUN 24, 2015
Wirehouses raise clients' exposure to alternatives, but reps still just dabbling

The 5-10% allocation most advisers are using is not enough to manage risk

INVESTING PRACTICE MANAGEMENT JUN 18, 2015
Legg Mason latest mutual fund manager to step into ETFs

Fund company's new products attempt to capitalize on the growth of smart beta.

Abandoning alternative investments at this point is based on twisted logic
INVESTING EQUITIES JUN 18, 2015
Abandoning alternative investments at this point is based on twisted logic

Just because your house hasn't burned down yet doesn't mean you can skip insurance.

SEC member Stein calls for scrutiny of alternative mutual funds and ETFs
INVESTING PRACTICE MANAGEMENT JUN 18, 2015
SEC member Stein calls for scrutiny of alternative mutual funds and ETFs

Kara Stein says mutual funds and ETFs that use complex, illiquid strategies 'operate in a gray area'

INVESTING ETFS JUN 18, 2015
Money managers like Jeffrey Gundlach scramble to jump into ETFs

Fund managers like DoubleLine's Jeffrey Gundlach are arriving late to the ETF game and sound ambivalent about how popular ETFs will become &amp;mdash; but they don't want to be left behind. <b><i>(More: <a href="//www.investmentnews.com/section/specialreport/20150419/ETF042015&quot;" target="&quot;_blank&quot;" rel="noopener">Our full Spotlight on ETFs special report</a>)</b></i>