Mutual Funds

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INVESTING MUTUAL FUNDS JUN 02, 2008
Industry executives tee off to fight cancer

More than 400 executives from 50 mutual fund and financial services companies are expected to raise $650,000 June 12 at the 14th annual Expect Miracles Golf Classic, sponsored by Mutual Funds Against Cancer.

INVESTING MUTUAL FUNDS JUN 02, 2008
Excessive-fee case may head to Supreme Court

A recent court ruling makes it harder for investors who want to sue mutual fund advisers over "excessive fees," but the case may be headed to the U.S. Supreme Court.

INVESTING MUTUAL FUNDS MAY 28, 2008
Fund sales move toward fee-based biz

A study found that about 60% of new fund sales through intermediaries last year didn’t have front-end sales loads.

INVESTING MUTUAL FUNDS MAY 28, 2008
Stock and bond funds net $24.7 of inflows in April

International/global funds led the way with net inflows of $12.7 billion, followed by corporate funds with $7 billion.

INVESTING ETFS MAY 26, 2008
Three ETF-of-ETFs are launched

Creating what may be a new product category, Invesco PowerShares Capital Management LLC has launched three exchange traded funds that invest solely in other ETFs.

INVESTING MUTUAL FUNDS MAY 26, 2008
Reopening of small-cap funds draws financial adviser interest

A large number of small-cap funds have reopened in recent months and are drawing the attention of financial advisers.

INVESTING ETFS MAY 26, 2008
Russia tempts advisers with equity choices

Russia's eight-plus-year economic expansion has spread into parts of the country's consumer and retail sectors, presenting a potentially new angle for participation among financial advisers and their clients.

INVESTING ETFS MAY 26, 2008
Training offered for new exchange traded products

Faced with waves of new exchange traded products, financial advisers are at a loss as to how best to put them to work, a dilemma that is leading product providers to offer more robust educational services.

INVESTING MUTUAL FUNDS MAY 26, 2008
Fund is managed without human emotion

If you called Daniel Sido's approach to money management robotic, he probably wouldn't mind.

INVESTING MUTUAL FUNDS MAY 20, 2008
SSgA launches emerging-markets ETF

State Street unit launched the SPDR S&P Emerging Markets Small Cap ETF on the New York-based American Stock Exchange.

INVESTING MUTUAL FUNDS MAY 20, 2008
Fido fund to focus on international markets

Fidelity Investments of Boston today launched a new international equity fund which involves multiple emerging markets.

INVESTING MUTUAL FUNDS MAY 19, 2008
Board chairmen, independent directors band together

To preserve their watchdog role and face down calls for change, independent mutual fund board chairmen and lead independent directors are banding together.

INVESTING MUTUAL FUNDS MAY 19, 2008
Oppenheimer reopens value fund

A rough start to the year has become a kind of backhanded blessing to the Oppenheimer Small & Mid Cap Value Fund (QVSCX).

INVESTING MUTUAL FUNDS MAY 19, 2008
12(b)-1 fee fix plan gets mixed reaction

The mutual fund industry should consider itself lucky if, as expected, the SEC this summer recommends placing a cap on 12(b)-1 fees some investor now pay annually via "level loads," industry experts said.

INVESTING MUTUAL FUNDS MAY 19, 2008
FRC halts public release of fund flows

Financial Research Corp. has stated that it will no longer make available firm-specific fund flow data to the general public, the media and others who have not paid to receive it.

INVESTING ETFS MAY 19, 2008
Cousins create firm with flat fees, passive investing

Bob Luxenberg was trying to decide where to invest several million dollars that he had earned building technology businesses in Silicon Valley when he unearthed his latest venture.

INVESTING ETFS MAY 14, 2008
WisdomTree, Dreyfus unveil non-U.S. ETFs

The ETFs will seek to earn current income reflective of money market rates available to U.S. investors in the specified country or region.

INVESTING MUTUAL FUNDS MAY 12, 2008
High oil prices fuel Brazil's ethanol boom

Record-setting oil prices are driving investments in Brazil's bustling sugar cane ethanol industry.

INVESTING MUTUAL FUNDS MAY 12, 2008
The merits of small companies

Although U.S. investors have poured billions into international stock investments in recent years, most have overlooked international small- and mid-cap stocks.

INVESTING ESG MAY 12, 2008
Advisers, investors put faith in Catholic funds

The market may be drifting, but many of America's 60 million Roman Catholics are sure of the investment path they have chosen: mutual funds guided by Catholic ethical and moral principles.