Mutual Funds

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INVESTING MUTUAL FUNDS MAR 11, 2016
Fund managers see economic slowdown, looming recession

<i>Breakfast with Benjamin</i> A majority of fund managers say global economic growth is almost out of steam and a recession isn't that far off.

INVESTING EQUITIES MAR 11, 2016
Will anybody ever be prosecuted for the 2008 financial crisis?

<i>Breakfast with Benjamin</i> So far, nobody has been prosecuted for contributing to the 2008 financial crisis. &#8220;This gags me,&#8221; said Elizabeth Warren.

Pimco defends treating dividends, capital gains as new inflows
INVESTING MUTUAL FUNDS MAR 11, 2016
Pimco defends treating dividends, capital gains as new inflows

Many fund companies, such as Fidelity and Vanguard, back out dividends and capital gains from their net flows calculations. So does Morningstar.

More than 20% of mutual funds shuttered over last five years
INVESTING EQUITIES MAR 11, 2016
More than 20% of mutual funds shuttered over last five years

Competition from index funds could hold the death rate steady going forward.

Stocks rally as investors reassess ECB stimulus package
INVESTING MUTUAL FUNDS MAR 10, 2016
Stocks rally as investors reassess ECB stimulus package

S&amp;P 500 erases weekly drop; technology, bank shares rally

The top-performing socially conscious funds
INVESTING ALTERNATIVES MAR 10, 2016
The top-performing socially conscious funds

A look at the ESG funds that have performed the best as socially responsible investing has grown in popularity.

Investors pile into gold funds, ETFs
INVESTING EQUITIES MAR 07, 2016
Investors pile into gold funds, ETFs

The precious metal is already up nearly 17% from the start of the year, and some analysts are now suggesting the case for gold is getting even stronger.

Morningstar expands access to ESG fund scores for socially conscious investors
INVESTING ESG MAR 06, 2016
Morningstar expands access to ESG fund scores for socially conscious investors

Investors can see how funds rate when it comes to sustainability factors. But public access could mean more pressure and focus on ESG issues from clients.

Some dividend-loving funds hit new highs
INVESTING ETFS MAR 06, 2016
Some dividend-loving funds hit new highs

The average stock fund investor is still sitting on losses since the market's May 2015 peak. But many funds that invest like your grandparents have already climbed out of the hole.

Stocks fluctuate as investors weigh ECB stimulus
INVESTING MUTUAL FUNDS MAR 04, 2016
Stocks fluctuate as investors weigh ECB stimulus

Brent tops $40 for first time since December on rig count

U.S. stocks advance amid 3-week rally after mixed jobs report
INVESTING MUTUAL FUNDS MAR 04, 2016
U.S. stocks advance amid 3-week rally after mixed jobs report

Economy adds more jobs than forecast, earnings lose traction

INVESTING EQUITIES MAR 04, 2016
Gold's near-term future looks bright

Investors are piling in to gold funds, ETFs

Best junk bond manager of decade says recession fears overdone
INVESTING MUTUAL FUNDS MAR 03, 2016
Best junk bond manager of decade says recession fears overdone

Fidelity's Mark Notkin sees mid-to-high single-digit returns for 2016

Value stocks poised to take the lead from growth investing
INVESTING MUTUAL FUNDS MAR 03, 2016
Value stocks poised to take the lead from growth investing

A looming earnings recession favors utilities, staples, dividend-payers.

Gold rally takes a breather
INVESTING ETFS MAR 03, 2016
Gold rally takes a breather

Some analysts say the pullback makes more sense than the rally

Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds
INVESTING EQUITIES MAR 02, 2016
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds

Scoring funds for social, environmental and governance factors feeds a growing investor appetite

Eaton Vance's NextShares fund meets critical reviews
INVESTING EQUITIES MAR 01, 2016
Eaton Vance's NextShares fund meets critical reviews

Hybrid exchange-traded mutual fund called a 'test case', and is already receiving some skeptical reviews.

INVESTING MUTUAL FUNDS FEB 29, 2016
Is your 529 college plan one of the four with Morningstar gold?

Improvements to some plans include lower fees and an added layer of investment consultants.

'Big Short' professor's fund swells in past year
INVESTING MUTUAL FUNDS FEB 26, 2016
'Big Short' professor's fund swells in past year

Richard Thaler's cameo in the Oscar contending movie &#8220;The Big Short&#8221; was a rare moment of glamour for an economist who built his career studying the follies of human behavior.

INVESTING EQUITIES FEB 26, 2016
The best strategy for this stock market is to own what hedge funds don't

<i>Breakfast with Benjamin</i> Turns out the key to navigating the current market environment is to do whatever hedge funds are not doing. It's that simple.