Mutual Funds

Displaying 5319 results
Buffett Lite fund vaults to top by lightening up on Buffett
INVESTING MUTUAL FUNDS SEP 13, 2011
Buffett Lite fund vaults to top by lightening up on Buffett

Sequoia branched out by slashing its holdings in Berkshire, then reinvesting the cash; up 14% in 2011

INVESTING RETIREMENT PLANNING SEP 09, 2011
401(K) market a tough sell

Exchange-traded funds make up a tiny fraction of the investments offered by 401(k) plans, but they could claim a larger share of the market as key providers add them to their platforms

INVESTING ETFS SEP 08, 2011
Study: ETF investors make better clients

Pimco's Gross: Obama's $300B doesn't cut it
INVESTING RIAS SEP 06, 2011
Pimco's Gross: Obama's $300B doesn't cut it

Bill Gross, founder of Pacific Investment Management Co., said President Barack Obama's plan to stimulate the economy with more than $300 billion in tax cuts and spending is inadequate.

Pimco to gain more 'autonomy' in AGI restructuring
INVESTING RETIREMENT PLANNING SEP 06, 2011
Pimco to gain more 'autonomy' in AGI restructuring

Allianz Global Investors on Tuesday announced restructuring effective Jan. 1 that will give PIMCO greater distribution independence and will more closely align the elements of Allianz's other business.

Pimco's Gross says bank fees to hold cash 'unheard of'
INVESTING MUTUAL FUNDS SEP 02, 2011
Pimco's Gross says bank fees to hold cash 'unheard of'

Pimco's Bill Gross said Bank of New York Mellon Corp.'s decision to charge clients for large deposits shows how the government's efforts to revive the economy are distorting markets and hurting savers.

BlackRock looks to roll out 13 actively managed ETFs
INVESTING ETFS SEP 01, 2011
BlackRock looks to roll out 13 actively managed ETFs

Seeks permission from SEC; could pose big threat to equity mutual funds

INVESTING ETFS SEP 01, 2011
ETF volume soars as clients hedge bets

Wagering on direction of stocks, not individual shares

Most successful ETF launched this year? Big surprise
INVESTING ETFS AUG 24, 2011
Most successful ETF launched this year? Big surprise

The large inflows into WisdomTree's Asia local-debt fund speaks volumes about investor enthusiasm for U.S. stocks and Treasuries

INVESTING ALTERNATIVES AUG 21, 2011
Investors using ETPs more for risk management

Stomach-turning global volatility has bolstered demand for certain alternative exchange-traded products used by institutions to hedge their portfolios or make directional bets quickly in order to profit from market instability

This global fund No. 1 — and you probably never heard of it
INVESTING MUTUAL FUNDS AUG 16, 2011
This global fund No. 1 — and you probably never heard of it

Reynolds Blue Chip Growth returned nearly 40% over the past year; only $260M in assets

Once more into the breach: Investors exiting bond funds, piling into stocks
INVESTING MUTUAL FUNDS AUG 16, 2011
Once more into the breach: Investors exiting bond funds, piling into stocks

First net inflows into equity funds in four months; the price is right

INVESTING MUTUAL FUNDS AUG 15, 2011
'Go-anywhere' funds deliver as promised

If last week's volatility was a test, go-anywhere funds passed.

INVESTING ETFS AUG 15, 2011
Inflation hedges attractive, but...

INVESTING MUTUAL FUNDS AUG 14, 2011
Morningstar cuts ratings on funds from DWS, Schwab target series

Money funds get $38B deposits after debt-ceiling deal
INVESTING LIFE INSURANCE AND ANNUITIES AUG 12, 2011
Money funds get $38B deposits after debt-ceiling deal

Money-market mutual funds took in $24.9 billion yesterday, bouncing back from their second-worst week of withdrawals, as investors unsettled by the debate over raising the U.S. debt ceiling returned to the market.

Target date glide paths are 'unstable' at some major plan providers
INVESTING MUTUAL FUNDS AUG 12, 2011
Target date glide paths are 'unstable' at some major plan providers

Ibbotson Associates Inc. looked at 21 major target date fund families and found that a target date fund's asset allocation generally becomes more conservative as employees age.

Volatility as an asset class
INVESTING ETFS AUG 09, 2011
Volatility as an asset class

Thanks to the exchange-traded fund industry, hedging stock market volatility — or betting on it — has never been easier

INVESTING MUTUAL FUNDS AUG 09, 2011
Advisers want skin in game, but many don't screen for it

Cern Basher won't even consider mutual funds if the portfolio managers don't have their own money invested in them, and he doesn't want to see merely a few hundred dollars in there

Bank stock beatdown puts a hurt on Berkowitz, Miller
INVESTING MUTUAL FUNDS AUG 08, 2011
Bank stock beatdown puts a hurt on Berkowitz, Miller

Famed fund managers heavily invested in financials; right now, not so good