Mutual Funds

Displaying 5318 results
INVESTING ESG MAR 03, 2014
Tax turmoil boosts donor-advised funds but stock market rally helps too

Charitable income tax deduction one of the few tax shelters remaining.

INVESTING MUTUAL FUNDS FEB 28, 2014
Could Ivascyn be Gross' heir apparent at Pimco?

“It has been pretty clear for a while that Dan [Ivascyn] is part of the next generation of leadership at Pimco,” said Michael Rosen, chief investment officer at Angeles Investment Advisors, a consultant to institutions. “He has done well and he's a good guy.”

INVESTING ETFS FEB 27, 2014
New ETFs are hedged against credit and interest rate risk

iShares, Wisdomtree launch new funds taking advantage of the government's new floating-rate notes.

INVESTING ETFS FEB 27, 2014
New deal could build competition among China-stock ETFs

Market Vectors partnership gives U.S. investors direct access to Chinese exchanges.

INVESTING EQUITIES FEB 27, 2014
In search of the perfect China ETF

A new fund seeks to provide exposure to hard-to-access Chinese stocks but the drawbacks are significant.

INVESTING EQUITIES FEB 26, 2014
An ETF 'missionary,' Dave Camp's tax plan

<i>Breakfast with Benjamin:</i> A man called &quot;Mr. ETF,&quot; plus the skinny on Dave Camp's tax plan, Edward Jones settles cold calling case, a Wall St. cop moves on and a new take on &quot;insider&quot; trading.

INVESTING MUTUAL FUNDS FEB 25, 2014
Buffett warns of liquidity curse

Warren Buffett, the billionaire chairman of Berkshire Hathaway Inc., cited a farm he's owned since 1986 in cautioning individuals against frequent buying and selling of stocks.

INVESTING MUTUAL FUNDS FEB 24, 2014
Einhorn: Don't be fooled by companies beating estimates

Hedge-fund manager David Einhorn cautioned against betting on the extension of a U.S. stock- market rally that he said was fueled by conditions that are difficult to sustain.

INVESTING MUTUAL FUNDS FEB 20, 2014
Fidelity operating income surges on stocks rally

Fidelity Investments, the second- largest U.S. mutual fund company, reported a 13% increase in operating income last year as the rally in equities boosted assets.

INVESTING MUTUAL FUNDS FEB 20, 2014
Fidelity's Johnson looks internally to replace O'Hanley

It took Abigail Johnson 25 years to take charge at Fidelity Investments, the money manager controlled by her father. As she picks a new head for the firm's asset-management unit, her choice is likely to be a company veteran who rose through the ranks like she did.

INVESTING ETFS FEB 19, 2014
Investment advisers have come around to ETFs

Study shows usage rose 27% annually over five years as hype has grown.

INVESTING EQUITIES FEB 18, 2014
Pros panic while retail investors stay cool

As strategists warned of calamity, investors dropped $3B a week into emerging-market funds.

INVESTING EQUITIES FEB 18, 2014
Gold rides high on the taper effect

<i>Friday's menu:</i> Gold rides high on the taper effect, playing smart defense with a wide-moat ETF, blaming cold weather in February, stirring the income inequality pot, why you should complete your LinkedIn profile, and the SEC shows some love.

INVESTING MUTUAL FUNDS FEB 18, 2014
Optimism from money management giants fails to stem outflow in emerging stocks

While emerging-market equities trade at the biggest valuation discount versus advanced-nation stocks since 2006, investors are concerned that slowing economic growth and reduced Federal Reserve stimulus will lead to more losses.

INVESTING MUTUAL FUNDS FEB 18, 2014
Global AUM to reach $100 trillion by 2020

Asset management industry thriving despite recession, study shows.

INVESTING MUTUAL FUNDS FEB 18, 2014
Goldman's first closed-end fund IPO raises $826 million and hopes for sector

Goldman Sachs' first closed-end fund IPO had a sterling debut, raising hopes for a rebound in the sector. The fund benefited from the combination of brand appeal and the focus on master limited partnerships, which have been a hot asset class.

INVESTING MUTUAL FUNDS FEB 14, 2014
U.S. equity funds saw sharp outflows last week

INVESTING MUTUAL FUNDS FEB 12, 2014
Franklin Templeton lifts Ukraine bet by over $250 million

Asset manager is the country's largest debtholder; growing violence spurs unprecedented losses.

Dennis Stattman's 25-year balancing act
INVESTING ALTERNATIVES FEB 12, 2014
Dennis Stattman's 25-year balancing act

Dennis Stattman, manager of BlackRock's global allocation fund, has made advisers look smart and has kept clients happy thanks to 25 years of outperformance.

INVESTING ETFS FEB 11, 2014
Cold weather offers hot investment plays

Natural-gas prices spike up, but experts warn that opportunity is only short-term.