Mutual Funds

Displaying 5317 results
INVESTING EQUITIES AUG 22, 2016
DoubleLine's Jeffrey Gundlach favors gold, and little else

Plus: Jim Cramer's mad method, prime money funds shrink, and how to have fewer regrets when you retire

Advisers should think twice before adding volatility ETFs to client portfolios
INVESTING MUTUAL FUNDS AUG 19, 2016
Advisers should think twice before adding volatility ETFs to client portfolios

Decision in AXA excessive-fee lawsuit preserves the status quo
INVESTING LIFE INSURANCE AND ANNUITIES AUG 18, 2016
Decision in AXA excessive-fee lawsuit preserves the status quo

One attorney called the lawsuit an "attack" on the investment-management structure within variable annuities.

INVESTING EQUITIES AUG 18, 2016
Presidential candidates should focus on ETFs in 401(k) plans

Plus: Saving society through active management, hedge fund investors head for the hills, and eating healthier food that actually tastes like food

Investors' lust for bonds continues in their hunt for yield
INVESTING MUTUAL FUNDS AUG 18, 2016
Investors' lust for bonds continues in their hunt for yield

Intermediate-term bonds took in $15 billion last month — the largest inflow of any Morningstar category.

iShares, VanEck Vectors commodity ETFs lead comeback as supplies dwindle
INVESTING MUTUAL FUNDS AUG 18, 2016
iShares, VanEck Vectors commodity ETFs lead comeback as supplies dwindle

Even coal, which has seen hundreds of mines close worldwide, is riding the commodity rally.

When clients call the stock market a big bubble, here's what to say
INVESTING FINTECH AUG 17, 2016
When clients call the stock market a big bubble, here's what to say

Looking for stock tips from hedge fund managers? Try active manager Fidelity, instead
INVESTING MUTUAL FUNDS AUG 17, 2016
Looking for stock tips from hedge fund managers? Try active manager Fidelity, instead

What's behind the gold price rally, and will it hold?
INVESTING ALTERNATIVES AUG 17, 2016
What's behind the gold price rally, and will it hold?

High demand, stock market valuations, stingy bond yields and unorthodox monetary policy may be stoking the rally, which seems to have legs.

INVESTING PRACTICE MANAGEMENT AUG 16, 2016
Why aren't there more women fund managers?

Men still overwhelmingly dominate investment management, but women have made inroads, especially in money market funds.

SEC to audit RIAs over the types of mutual fund share classes they sell to clients
INVESTING RIAS AUG 16, 2016
SEC to audit RIAs over the types of mutual fund share classes they sell to clients

The agency is particularly interested in conflicts of interest where the adviser is also a broker-dealer or affiliated with a broker-dealer that gets fees from sales of particular share classes.

Fidelity files with SEC for new type of actively managed ETF
INVESTING MUTUAL FUNDS AUG 15, 2016
Fidelity files with SEC for new type of actively managed ETF

Complex tracking basket that would be published daily a key component of the product.

Legendary mutual-fund manager Bill Miller cuts ties with Legg Mason
INVESTING MUTUAL FUNDS AUG 12, 2016
Legendary mutual-fund manager Bill Miller cuts ties with Legg Mason

The stockpicker reached a deal to buy out Legg Mason's stake in the entity housing his funds, which he'll continue to run.

INVESTING MUTUAL FUNDS AUG 12, 2016
No easy choices for investors looking to buck the herd with contrarian funds

Offerings from Fidelity, Columbia, Janus and others look for inflection points of maximum pessimism about a particular stock or industry.

State Street Global Advisers to shutter 12 unloved ETFs
INVESTING MUTUAL FUNDS AUG 12, 2016
State Street Global Advisers to shutter 12 unloved ETFs

Bond-fund correlations increase interest-rate risk
INVESTING ALTERNATIVES AUG 12, 2016
Bond-fund correlations increase interest-rate risk

Financial advisers should diversify into credit-risk strategies.

Precious metals funds ride gold trade to 120% rally
INVESTING EQUITIES AUG 11, 2016
Precious metals funds ride gold trade to 120% rally

Gold mining stocks continue to leverage rising gold prices.

Active ETFs produce few stars and even fewer fans
INVESTING EQUITIES AUG 11, 2016
Active ETFs produce few stars and even fewer fans

Mutual fund firms move defensively toward active ETFs.

BlackRock, State Street, TIAA: Expect lower returns, higher volatility ahead
INVESTING MUTUAL FUNDS AUG 11, 2016
BlackRock, State Street, TIAA: Expect lower returns, higher volatility ahead

The firms all say in their mid-year outlooks that investors should seek dividends and diversification. Some are betting on bond markets, gold and cash.

INVESTING EQUITIES AUG 10, 2016
BlackRock chops 10 ETFs with solid returns but limited investor appeal

Plus: Central bankers have altered the financial world, the ABCs of smart-beta due diligence, and seven steps to transforming your advisory practice