Mutual Funds

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INVESTING MUTUAL FUNDS JAN 07, 2008
Going small is fund's secret to finding hidden gems

The basic premise behind the management of the Managers AMG Essex Small/Microcap Growth Fund (MBRSX) is finding good companies that few other analysts have yet to identify as prospects.

INVESTING MUTUAL FUNDS JAN 04, 2008
Mutual fund inflows $502M in November

The inflows slowed substantially as investors poured more money into exchange traded funds.

INVESTING LIFE INSURANCE AND ANNUITIES JAN 03, 2008
Jackson adds VIP and S&P funds

Jackson National Life Insurance Co. today added a pair of new portfolios to its retail mutual fund lineup.

INVESTING ETFS JAN 02, 2008
Mutual funds boast banner year

Asset levels hit $13 trillion in December, gaining approximately $1.8 trillion from the beginning of the year.

INVESTING ETFS DEC 21, 2007
Vanguard unveils ETFs on NYSE Arca

The Vanguard Group has launched ETFs on the NYSE Arca today, which seek to track three MSCI Indexes.

INVESTING MUTUAL FUNDS DEC 20, 2007
Evergreen bows three mutual funds

Evergreen Investment Management has launched three new diversity equity mutual funds.

INVESTING ETFS DEC 18, 2007
Claymore launches China real estate ETF

The first U.S.-listed Chinese Real Estate ETF gives investors exposure to the Chinese real restate market.

INVESTING MUTUAL FUNDS DEC 17, 2007
Investors yank cash from REITs

Due to negative returns, investors are pulling money out of mutual funds that invest in real estate investment trusts, but financial advisers believe that now is not the time to trim holdings.

INVESTING ETFS DEC 17, 2007
Growth of ETFs, separates outguns that of mutual funds

While mutual funds continue to garner the lion's share of investment assets, their growth is trailing that of exchange traded assets and separately managed accounts.

INVESTING MUTUAL FUNDS DEC 17, 2007
Brokers unload on fund study findings

Brokers and other industry observers are steaming over a new study that shows that investors who buy load funds do far worse than the funds themselves.

INVESTING ESG DEC 10, 2007
Socially conscious fund firms spread their asset-class wings

Investors eyeing socially conscious funds are no longer looking merely at the social issues; they are also looking for performance — a change that has resulted in new offerings from fund firms in asset classes that have been underrepresented in this market for nearly a decade.

INVESTING ETFS DEC 10, 2007
Domestic ETF assets dip $8 billion

Despite the drop in assets, 26 new ETFs were added to the market last month, brining the total number to 612.

INVESTING ETFS DEC 10, 2007
Vanguard bolsters efforts to woo financial advisers

Despite once having been seen as betraying financial advisers, The Vanguard Group Inc. of Malvern, Pa., continues to ratchet up efforts to court them.

INVESTING MUTUAL FUNDS DEC 10, 2007
Five-year performance numbers may be misleading

As 2008 rolls around, it will bring an important historical marker: The five-year anniversary of the bull market.

INVESTING MUTUAL FUNDS DEC 06, 2007
Load funds, brokers bashed by study

Load funds significantly underperform a buy-and-hold strategy with the same funds, says the Zero Alpha Group.

INVESTING ETFS DEC 05, 2007
PowerShares to debut buy-write ETFs

On Dec. 20, the firm will list the PowerShares DJIA BuyWrite and S&P BuyWrite portfolios on NYSE Arca and the Nasdaq-100 BuyWrite Portfolio on Nasdaq.

INVESTING ETFS DEC 05, 2007
State Street spins out more SPDRs

The ETF seeks to track the total return performance of the Lehman Brothers High Yield Very Liquid Index.

INVESTING LIFE INSURANCE AND ANNUITIES DEC 03, 2007
Lockwood plans a UMA with an income guarantee

An insurance policy that provides an income guarantee to holders of a unified managed account at Lockwood is in registration at the Securities and Exchange Commission.

INVESTING MUTUAL FUNDS DEC 03, 2007
Fund redemption fees may be on their way out

As the market-timing scandals recede into financial history, the cautionary practices instituted in their wake could face the same fate.

INVESTING ETFS DEC 03, 2007
ICI is likely to prevail in its effort to end ETNs' tax break

The Investment Company Institute, the powerful mouthpiece of the mutual fund industry, is trying to torpedo the tax advantages of exchange traded notes, and industry insiders think that it has a pretty good chance of being successful.