Mutual Funds

Displaying 5318 results
INVESTING EQUITIES JUN 17, 2015
Guns, booze, cigs and sin: The Vice Fund has changed its name, but not its investment philosophy

Since inception in August 2002, the fund has an average annual return of 9.9%, beating the 8.7% for the S&P 500.

INVESTING EQUITIES JUN 17, 2015
F-Squared files for bankruptcy

Filing caps rise-and-fall story of an ETF manager popular with financial advisers. Broadmeadow Capital has agreed to acquire F-Squared's intellectual property, investment strategies and other assets.

With Saudi Arabian stock market open, exchange-traded funds aren't far behind
INVESTING EMERGING MARKETS JUN 17, 2015
With Saudi Arabian stock market open, exchange-traded funds aren't far behind

The earliest access point will most likely be through inclusion in the MSCI Emerging Markets Index, according to one expert.

INVESTING ETFS JUN 17, 2015
Legislation would allow B-Ds to publish ETF research without fear of breaking securities laws

Bill proposed by former broker passes key committee, would raise competition with Morningstar.

Blackstone and BlackRock are starting to cross over into each other's bread and butter
INVESTING EQUITIES JUN 16, 2015
Blackstone and BlackRock are starting to cross over into each other's bread and butter

Steve Schwarzman and Larry Fink, once partners, now vie for Wall Street dominance atop their wildly successful firms.

Schwab announces money market fund updates in light of SEC's reform
INVESTING MUTUAL FUNDS JUN 16, 2015
Schwab announces money market fund updates in light of SEC's reform

Firm joins slate of other managers adjusting retail and institutional money market funds to meet the new regulations borne out of financial crisis.

Losing edge in ETFs, State Street turns to hedge funds
INVESTING ALTERNATIVES JUN 15, 2015
Losing edge in ETFs, State Street turns to hedge funds

Firm is expanding hedge funds and alternative investment strategies that can be offered to individual investors, Ronald O'Hanley, the new chief of the the $2.45 trillion State Street Global Advisors.

INVESTING MUTUAL FUNDS JUN 15, 2015
Best- and worst-performing fixed-income mutual funds

By category, ranked by one year total returns

Vanguard's China play ups the ante for industry
INVESTING EQUITIES JUN 15, 2015
Vanguard's China play ups the ante for industry

Other fund companies may find it difficult to match Vanguard's promise of access to a hot market.

INVESTING RIAS JUN 15, 2015
United Capital pivots away from mutual funds to proprietary asset management program

Firm sees new way to cut the middleman, product fees for clients while capturing top investment ideas.

The best- and worst-performing equity mutual funds
INVESTING MUTUAL FUNDS JUN 14, 2015
The best- and worst-performing equity mutual funds

By category, ranked by one year total returns

INVESTING MUTUAL FUNDS JUN 14, 2015
Equity and fixed income mutual fund index returns by the numbers

INVESTING MUTUAL FUNDS JUN 14, 2015
Asset managers are harvesting data to help them market mutual funds better

World's largest asset management firms have quietly launched an arms race to collect, analyze and exploit data about advisers. <b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150614/MUTUAL062015&quot; target=&quot;_blank&quot;>Our full Spotlight on Mutual Funds special report</a>)</b></i>

Best- and worst-performing international mutual funds
INVESTING MUTUAL FUNDS JUN 14, 2015
Best- and worst-performing international mutual funds

By category, ranked by one year total returns

15 years later, Nuveen Investments gets a go-ahead on ETFs
INVESTING ETFS JUN 12, 2015
15 years later, Nuveen Investments gets a go-ahead on ETFs

Money manager's rebooted efforts to sell ETFs get a nod from the Securities and Exchange Commission.

The bond markets are mysteriously losing liquidity
INVESTING EQUITIES JUN 10, 2015
The bond markets are mysteriously losing liquidity

<i>Breakfast with Benjamin</i>: The worst part about the bond market selloffs in the U.S. and Europe is the not knowing why.

Latest Obamacare ruling could spark a sell-off in health care sector stocks
INVESTING EQUITIES JUN 09, 2015
Latest Obamacare ruling could spark a sell-off in health care sector stocks

Sudden volatility could create short-term buying opportunity.

Salient Partners designs liquid alts strategy with advisers in mind
INVESTING MUTUAL FUNDS JUN 09, 2015
Salient Partners designs liquid alts strategy with advisers in mind

Waiting for a market pullback so alts can strut their stuff.

Investors pull $13 million from Bill Gross' fund at Janus
INVESTING MUTUAL FUNDS JUN 05, 2015
Investors pull $13 million from Bill Gross' fund at Janus

May marks second month of redemptions since money manager joined after bolting Pimco last year

Financial advisers are putting ETFs in the driver's seat
INVESTING EQUITIES JUN 05, 2015
Financial advisers are putting ETFs in the driver's seat

Mutual fund popularity fades as the bull market lives on.