Mutual Funds

Displaying 5318 results
INVESTING ALTERNATIVES FEB 11, 2014
Private-equity giants set their sights on alternatives for mom and pop

Advisers could benefit as retail investors load up on alts.

INVESTING ALTERNATIVES FEB 11, 2014
Invesco makes a big push into alternatives

Six new liquid alternatives funds are part of firm's effort to help advisers handle risk.

INVESTING MUTUAL FUNDS FEB 11, 2014
Carlyle Group joins hedgies' rush into liquid alt mutual funds

Will launch two '40 Act funds to lure financial adviser business

INVESTING ALTERNATIVES FEB 11, 2014
Schorsch continues to expand horizons with liquid alts firm

Nicholas Schorsch's RCS Capital acquires liquid alts firm Hatteras Funds, giving the real estate mogul the potential to widen the distribution of his growing lineup of investment products.

INVESTING MUTUAL FUNDS FEB 11, 2014
KKR's first closed-end fund falls flat

Fund's go-anywhere mandate may be its silver lining.

INVESTING RETIREMENT PLANNING FEB 07, 2014
After long wait, Schwab's all-ETF 401(k) platform opens for business

Dealing with fractional shares proved to be tricky, but firm thinks it has the problem solved.

INVESTING ETFS FEB 07, 2014
Largest muni ETF's premium grows as fund exodus abates

The biggest exchange-traded fund tracking the $3.7 trillion municipal bond market is selling at the highest premium to the value of its assets since May, an early sign that local debt may avoid a second year of losses.

INVESTING ETFS FEB 07, 2014
Companies start lining up floating-rate Treasury ETFs

WisdomTree Investments and State Street Global Advisors wasted no time getting ready to launch exchange-traded funds that will track the U.S. Treasury's latest innovation: floating-rate Treasuries.

INVESTING ETFS FEB 06, 2014
How to cut out the wolf of Wall St.

A portfolio of exchange-traded funds is one way to avoid the high fees that come with some of Wall Street's products, and can help avoid the wolves of Wall St.

INVESTING EMERGING MARKETS FEB 05, 2014
New iShares ETFs let investors bet on developed markets while skirting currency risk

Offerings are attractive because the U.S. dollar is expected to rise against other currencies as the Fed tapers bond-buying program, eventually pushing up interest rates.

INVESTING MUTUAL FUNDS FEB 04, 2014
Investment Perspectives: With Ivy's Mike Avery

Mike Avery knows markets and history—that much is clear. The executive vice president of Ivy Investment Management Company and co-portfolio manager with Ryan Caldwell of the Ivy Asset Strategy Fund (WASAX) has an encyclopedic grasp of what's happening now, what came before and the proper context for investors. His viewpoint can help provide clarity for investors, especially in the current topsy-turvy environment.

INVESTING EQUITIES FEB 04, 2014
Breakfast with Benjamin: Fed shrugs off market selloff and sticks to taper plans

<i>Breakfast with Benjamin:</i> Janet Yellen's Fed is sticking with tapering but more econ data today could change the conversation. Plus: Stocks are down big so is it the overdue correction? And Japanese stocks fell 4% overnight, the case for index funds, BofA rate traders see smaller bonuses, and tracking short sales.

INVESTING ETFS JAN 31, 2014
Active ETF ball squarely in regulators' court

Two companies filed this week, seeking funds that don't report daily.

INVESTING ETFS JAN 31, 2014
After pioneering mutual funds, MFS sets sights on new horizons

In partnership with SSgA, mutual fund giant dips toe into active-ETF arena.

INVESTING MUTUAL FUNDS JAN 30, 2014
AdvisorShares ETF sees rising assets in sinking floats

On paper, the AdvisorShares Trim Tabs Float Shrink ETF (TTFS) looks like the perfect means of tapping into the supply-and-demand fundamentals of the stock market. And based on last year's 42.4% gain, it would appear the 27-month-old, $105 million ETF is actually on to something.

INVESTING MUTUAL FUNDS JAN 29, 2014
Inside Pimco's power shift

In the wake of Mohammed El-Erian's departure from Pimco, <i>InvestmentNews'</i> editor Fred Gabriel sat down with senior columnist Jeff Benjamin to discuss what this shift of power may mean.

INVESTING ETFS JAN 29, 2014
Pimco launches first actively managed covered-bond ETF

Pacific Investment Management Co. has joined with London-based exchange-traded products provider Source UK Services to offer the first actively managed ETF focused on covered bonds.

INVESTING ETFS JAN 29, 2014
State Street teams with MFS to open its first active stock ETFs

State Street Corp., the second-biggest provider of exchange-traded funds, plans to introduce actively managed Systematic Core Equity, Growth Equity and Value Equity ETFs.

INVESTING MUTUAL FUNDS JAN 28, 2014
Why tapering can't be stopped

<i>Breakfast with Benjamin:</i> Fed tapering, Apple's dismal results, an emerging markets opportunity, and why even the Winklevoss twins are distancing themselves from Bitcoin.

INVESTING MUTUAL FUNDS JAN 27, 2014
What's it all about? Alpha