Mutual Funds

Displaying 5318 results
Gundlach tests ETF waters with new active fund
INVESTING ETFS FEB 25, 2015
Gundlach tests ETF waters with new active fund

Rock star portfolio manager's new addition is the 26th exchange-traded fund launched this year but is possibly the most important as test of active management.

INVESTING RIAS FEB 24, 2015
Schwab must face adviser's lawsuit after all: appellate court

Judges said the firm must face a class-action lawsuit on mortgage debt in bond funds.

The bond market and the Fed are suddenly marching in lockstep
INVESTING MUTUAL FUNDS FEB 24, 2015
The bond market and the Fed are suddenly marching in lockstep

<i>Breakfast with Benjamin</i>: The bond market and the Fed are suddenly marching in lockstep, with inflation clarity coming soon.

INVESTING EQUITIES FEB 24, 2015
Putting the T back in ETF

Exchange-traded funds are exceptional tools for allocating client portfolios, but they can lose their effectiveness if implemented incorrectly.

The Fed's first interest rate hike hits another speed bump
INVESTING EQUITIES FEB 24, 2015
The Fed's first interest rate hike hits another speed bump

<i>Breakfast with Benjamin</i>: The Fed continues to hem and haw on raising interest rates. Plus: Options-based funds get it done, hedge funder spills the beans on 2015, and the outlook for oil prices is all over the map.

INVESTING RETIREMENT PLANNING FEB 23, 2015
BlackRock's iShares avoids trip to the Supreme Court

Largest ETF firm wins victory in case questioning its lucrative securities-lending business.

Is OPEC about to flinch and cut oil production?
INVESTING RIAS FEB 23, 2015
Is OPEC about to flinch and cut oil production?

<i>Breakfast with Benjamin</i>: OPEC might be rethinking their strategy of flooding the market with oil to crush the fracking industry.

ProShares gives ETF traders aggressive way to play gold miners
INVESTING ALTERNATIVES FEB 23, 2015
ProShares gives ETF traders aggressive way to play gold miners

Four new funds not for the faint of heart or buy-and-hold investors.

Fidelity records massive profit, despite fund outflows
INVESTING RIAS FEB 23, 2015
Fidelity records massive profit, despite fund outflows

Boston mutual fund and brokerage giant increased its earnings by 29% last year despite surging investor redemptions of its mutual funds.

Pimco, J.P. Morgan build out smart beta franchises as sector heats up
INVESTING ALTERNATIVES FEB 23, 2015
Pimco, J.P. Morgan build out smart beta franchises as sector heats up

Massive investment firms look to tackle a growing theme in fund management.

Legg Mason snags two top executives from Vanguard for ETF push
INVESTING ETFS FEB 21, 2015
Legg Mason snags two top executives from Vanguard for ETF push

Baltimore-based mutual fund manager takes big step toward a popular product.

Oil finds the sweet spot for debate over how, or if, to invest
INVESTING ALTERNATIVES FEB 19, 2015
Oil finds the sweet spot for debate over how, or if, to invest

Buy low now vs. waiting a year and hoping for the best from the commodity.

ETF outdoes hedge funds in the M&A game
INVESTING EQUITIES FEB 18, 2015
ETF outdoes hedge funds in the M&A game

In trying to capitalize on the news of mergers and acquisitions, hedge funds are being outdone by an exchange-traded fund clone.

The correlation conundrum and liquid alternatives
INVESTING EQUITIES FEB 15, 2015
The correlation conundrum and liquid alternatives

The vast majority of these funds are new, and they require scrutiny in context of other assets.

Gold shines amid growing economic stress in Europe
INVESTING EQUITIES FEB 13, 2015
Gold shines amid growing economic stress in Europe

Today's <i>Breakfast with Benjamin</i> includes gold hitting its highest level since September. Plus: Obama wants to tak 529 plans to fund free community college, emerging-market-debt managers emerge from the wreckage of 2014, and it's time to change some passwords.

American Funds ready to double-down on active investing in 2015
INVESTING ETFS FEB 12, 2015
American Funds ready to double-down on active investing in 2015

Adviser-sold fund giant starts to see some flows after pressing view that active management, especially for retirement goals, works.

In target date funds, performance starts to trump risk management as assets balloon
INVESTING EQUITIES FEB 12, 2015
In target date funds, performance starts to trump risk management as assets balloon

Some strategies stay aggressive right up to target date while others dial down risk; each group has its reasons

Alternatives are earning their keep in 2015
INVESTING EQUITIES FEB 12, 2015
Alternatives are earning their keep in 2015

The solid relative performance of alternatives makes the case for diversification of portfolios in 2015.

By the Numbers: ESG investing
INVESTING MUTUAL FUNDS FEB 10, 2015
By the Numbers: ESG investing

Are advisers misunderstanding why investors seek out sustainable investments?

Wealthy investors loving U.S. stocks
INVESTING EQUITIES FEB 10, 2015
Wealthy investors loving U.S. stocks

Investors continue to see domestic stocks as the best thing going: Legg Mason survey.