Mutual Funds

Displaying 5319 results
INVESTING LIFE INSURANCE AND ANNUITIES JUN 24, 2011
Gender split on target funds

Female retirement plan participants appear to display a greater inclination to place assets in target date funds than in target risk funds

INVESTING MUTUAL FUNDS JUN 23, 2011
Portfolio managers should eat their own cooking

If a mutual fund manager won't invest in a fund that he or she is managing, why should anyone else?

INVESTING MUTUAL FUNDS JUN 19, 2011
Supreme Court blocks Janus market-timing lawsuit

In a much-awaited decision, the Supreme Court last week ruled in favor of the mutual fund industry in a case involving a company's responsibility for statements made in prospectuses, eliciting a huge sigh of relief from fund companies, broker-dealers and others involved in selling mutual funds

INVESTING MUTUAL FUNDS JUN 16, 2011
William Bannick: Small-caps produced big returns in recovery

New dawn for Morningstar? Firm launching different ratings system
INVESTING MUTUAL FUNDS JUN 15, 2011
New dawn for Morningstar? Firm launching different ratings system

The influential firm plans to launch a different ratings system, one that will be forward-looking. And get this: only 20% of funds are likely to get a positive score under the new system.

INVESTING MUTUAL FUNDS JUN 14, 2011
Still too much cycle in life cycle funds, study finds

Putnam Institute says excessive exposure to stock market gyrations bigger threat to new retirees than inflation or longevity risk

INVESTING ETFS JUN 14, 2011
Larry Fink's plan for winning over advisers

If “big,” “strong” and “mysterious” are the attributes you want for a financial brand, you can't pick a better name than BlackRock Inc.

INVESTING MUTUAL FUNDS JUN 14, 2011
GAO lifts hood on target date funds - and finds big problems

The Government Accountability Office has recommended several major changes to the use of target date funds in 401(k) plans after finding that investments in funds with similar end dates vary wildly

ProShare launches first 130/30 ETF
INVESTING ALTERNATIVES JUN 14, 2011
ProShare launches first 130/30 ETF

ProShare Advisors of Bethesda, Md., today announced the introduction of the first exchange traded fund to follow a 130/30 investment strategy.

INVESTING ETFS JUN 14, 2011
130/30 ProShares ETF planned

ProShare Advisors is planning to roll out what could be the first exchange traded fund to follow a 130/30 investment strategy.

INVESTING MUTUAL FUNDS JUN 12, 2011
Howard Stein, former Dreyfus chairman and CEO, dies at 84

Howard Stein, who succeeded Jack Dreyfus at the helm of the Dreyfus mutual-fund company and helped turn a generation of Americans into investors, has died. He was 84.

INVESTING MUTUAL FUNDS JUN 12, 2011
In picking funds, it pays to dig deep

BlackRock's break from BofA a big boost for its retail fund biz
INVESTING MUTUAL FUNDS JUN 10, 2011
BlackRock's break from BofA a big boost for its retail fund biz

Asset manager's repurchasing of remaining stake held by bank opens door to other third-party wirehouse platforms; 'no longer owned by a competitor'

Russell launches first six in ETF blitz
INVESTING ETFS JUN 09, 2011
Russell launches first six in ETF blitz

Firm hopes to have 30 to 50 passive and active offerings on the market by the end of 2012

INVESTING ETFS JUN 09, 2011
Schwab unveils its ETF select list

Charles Schwab Investment Advisory Corp. has unveiled a select list of exchange-traded funds for retail investors

INVESTING RIAS JUN 08, 2011
ETFs can present pricing problems

Advisers love exchange-traded funds. What they may not like so much: the execution of ETF trades -- particularly for less liquid funds -- can hit clients in the wallet

Fidelity exec on 12(b)-1 cap: Advisers will still get paid
INVESTING MUTUAL FUNDS JUN 07, 2011
Fidelity exec on 12(b)-1 cap: Advisers will still get paid

O'Hanley says expense will 'pop up' somewhere else; whack-a-mole for the SEC?

INVESTING MUTUAL FUNDS JUN 06, 2011
'Dumb money' getting creamed exiting muni mutual funds

John Hirsch, 57, has been buying municipal bonds during the past four months, taking advantage of falling prices as muni funds are forced to sell them to cover withdrawals

INVESTING MUTUAL FUNDS JUN 06, 2011
Funds that can ride possible inflation wave

Mutual funds that invest in floating-rate bank loans have emerged as one of the most popular strategies for protecting portfolios against rising interest rates

INVESTING MUTUAL FUNDS JUN 05, 2011
American Century targets advisers

American Century Investments has never been on most advisers' radar screens