Mutual Funds

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BlackRock attracts record flow in 4Q amid ETF demand, Pimco turmoil
INVESTING ETFS JAN 15, 2015
BlackRock attracts record flow in 4Q amid ETF demand, Pimco turmoil

Total new cash reaches $87.8 billion, including $44 billion into iShares.

A case for getting bold on gold
INVESTING EQUITIES JAN 15, 2015
A case for getting bold on gold

On today's <i>Breakfast with Benjamin</i>, are investors ready to run back into precious metals? Plus: What a breakup of JPMorgan Chase would look like, seeing 2015 through the eyes of Jeffrey Gundlach, and the pros and cons of living in a state with no income tax.

INVESTING MUTUAL FUNDS JAN 14, 2015
Bill Gross owns majority of Janus bond fund he runs

Billionaire fund manager and family hold shares worth $739 million.

Gross eats his own cooking at Janus, putting more than $700M in his fund
INVESTING ETFS JAN 14, 2015
Gross eats his own cooking at Janus, putting more than $700M in his fund

The former Bond King invested more than $700 million of his own money in his unconstrained bond fund, according to Janus Capital Group CEO Dick Weil. The news sparked a rally in Janus shares.

INVESTING ETFS JAN 14, 2015
Bond ETFs defied pundits in the fourth quarter

Although it took until October for the Fed to wind down its bond buying, markets had a radically different reaction than had been forecast: Bonds rose in value.

Eaton Vance lands first outside firm to license 'nontransparent' NextShares
INVESTING MUTUAL FUNDS JAN 14, 2015
Eaton Vance lands first outside firm to license 'nontransparent' NextShares

American Beacon signs on to structure that combines aspects of mutual funds and ETFs.

Pimco Total Return lags peers for second-straight year
INVESTING MUTUAL FUNDS JAN 14, 2015
Pimco Total Return lags peers for second-straight year

The flagship fund, which suffered heavy withdrawals last year, failed to meet ex-boss Bill Gross' forecast that it would be on top by the end of 2014, recording a second-straight year of trailing most of its peers. The fund is poised to benefit from rising rates in 2015.

Custom target date funds gaining in DC plans: Report
INVESTING RETIREMENT PLANNING JAN 13, 2015
Custom target date funds gaining in DC plans: Report

DOL tip in 2013 prompts plans to take a look at how the funds fit.

Utility, consumer stocks can play defense when market volatility spikes
INVESTING EQUITIES JAN 13, 2015
Utility, consumer stocks can play defense when market volatility spikes

Barbell approach can help advisers manage through the volatile first quarter earnings season without ditching stocks altogether.

Pimco names Seidner to run unconstrained bond fund as Parikh exits
INVESTING MUTUAL FUNDS JAN 13, 2015
Pimco names Seidner to run unconstrained bond fund as Parikh exits

Pimco named Marc Seidner as lead manager of the Pimco Unconstrained Bond Fund as Saumil Parikh leaves the firm, the first high-profile departure since the surprise exit of co-founder Bill Gross.

ETF managers, bringing in historic levels of cash, still preparing for a bear
INVESTING EQUITIES JAN 13, 2015
ETF managers, bringing in historic levels of cash, still preparing for a bear

As dollars in funds top $2 trillion, managers ready exotic products for a new market environment.

INVESTING EQUITIES JAN 12, 2015
Equity ETFs post third straight year of plus-side returns

Unexpectedly good U.S. economic news and fresh actions by central banks pushed local indexes to new records in the fourth quarter.

Hedge fund employees enjoy the fruits of their labor
INVESTING EQUITIES JAN 12, 2015
Hedge fund employees enjoy the fruits of their labor

On Friday's <i>Breakfast with Benjamin</i>, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.

INVESTING EQUITIES JAN 12, 2015
Buy-and-hold investors can take advantage of M&A boom

Long-term success of acquiring companies enhanced by mergers

Gross' Janus fund drew $175 million in December
INVESTING MUTUAL FUNDS JAN 10, 2015
Gross' Janus fund drew $175 million in December

Big drop from prior month but the unconstrained bond fund nears $1.4 billion in total assets.

Nobody can accuse Bill Gross of not eating his own cooking
INVESTING EQUITIES JAN 09, 2015
Nobody can accuse Bill Gross of not eating his own cooking

Today's <i>Breakfast with Benjamin</i> features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.

INVESTING ALTERNATIVES JAN 08, 2015
Want to build a better portfolio? Consider smart beta strategies

Determining whether these ideas have a place in client portfolios, and how to adjust allocations to take advantage of them.

Advisers punished for diversifying globally
INVESTING EQUITIES JAN 08, 2015
Advisers punished for diversifying globally

Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.

That first interest rate hike might feel like a doozy
INVESTING EQUITIES JAN 08, 2015
That first interest rate hike might feel like a doozy

<i>Breakfast with Benjamin:</i> The Fed's rate hike cycle will be different this time. Plus: Don't overlook the energy sector, new risks facing dividend stocks, and Ecuador as a retirement haven of sorts

INVESTING EQUITIES JAN 08, 2015
From big rallies to fallen (bond) kings, we saw it all in 2014

Liquid alts and robo-advice emerge as major stories