Barclays launched the iShares S&P Short Term National Municipal Bond Fund (SUB) and the iShares Barclays Agency Bond Fund (AGZ).
Direxion Shares this week for its first time launched ETFs that have a goal of returning 300% of the performance of their underlying indexes, either on the positive side or the inverse.
Actively managed mutual funds are facing more pressure for market share from exchange traded funds, separately managed accounts, structured notes and 130/30 funds, according to a study released today by Financial Research Corp.
Investors pulled $581 million out of exchange traded notes in September, leaving a total $5.5 billion, according to the latest data from Morningstar Inc. of Chicago.
A financial advisory firm is betting that investors who use a quantitative formula — rather than emotion and panic — to move in and out of stocks will get through Wall Street's roller coaster ride with their pocketbooks largely intact.
They aren't necessarily the first mutual funds that come to mind as a place to take cover during turbulent markets, but two funds that invest in mortgage-backed securities with an eye towards community development are doing relatively well.
Advisers are struggling to deal with clients' exposure to foreign stocks.
As mutual fund investors brace for a likely double whammy of negative performance, coupled with above-average income and capital gains distributions, financial advisers are homing in on all manner of tax management to try to cushion the blow and add some value in a dismal market environment.
Recent market volatility is forcing mutual fund managers to pay more attention to how much risk they are taking in their portfolios and to focus more on balance sheets.
The Reserve Management Co. Inc. of New York today completed the first wave of distributions to shareholders from the liquidation of the Primary Fund.
Investors pulled $21.9 billion out of stock and bond mutual funds in September, according to estimates from the Financial Research Corp. of Boston.
Mutual funds and other companies that seek regulatory-rule exemptions will have to submit their applications electronically under a rule adopted today by the Securities and Exchange Commission.
The Reserve’s handling of its communications surrounding the financial problems, unfortunately, earn a grade of less than a gentleman’s “C.”
At least one portfolio manager claims to be staying one step ahead of the market mayhem, thanks to the stars.
Recent market volatility is forcing mutual fund managers to pay more attention to how much risk they are taking in their portfolios and to focus more on balance sheets.
Wells Fargo & Co. has made its first foray into socially conscious investing.
For some portfolio managers, the upside of all the recent market turmoil is that almost everything suddenly looks cheap.
Wells Fargo & Co.'s anticipated acquisition of Wachovia Corp. will create a new mutual fund behemoth.
Pimco wants to be more than just a fund manager, and plans to expand that message to the retail marketplace.
Believe it or not, some presumably sane and sober investors are looking forward to opening their next mutual fund statement.
