Mutual Funds
May 9, 2012
Credit Suisse launches alt index fund
New fund designed to offer the risk/return portfolio of the hedge fund industry; 'portfolio completer'
May 6, 2012
Stage set for rally in municipal bonds
This could be a hot, dry summer for municipal bonds, as demand for new issues is anticipated to outstrip supply and drive up prices. RBC Capital Markets projects that municipalities will return approximately $140 billion to muni bond holders through distributions and return of...
May 6, 2012
Can Jeffrey Gundlach survive success?
No one has stormed the mutual fund stage in the wake of the financial crisis quite like mortgage-backed-securities mastermind Jeffrey Gundlach. Mr. Gundlach, a native of Buffalo, N.Y., has gone from being relatively unknown to a household name over the last five years, thanks as...
May 6, 2012
Socially conscious funds are blossoming
When a client at Columbia Financial Planning LLC looked at her statements and realized that Exxon Mobil Corp. (XOM) was a top holding in one of her portfolio's core funds, she was less than thrilled. “She was shocked,” said Heidi Davis, a financial adviser at the Bellevue, Wash.-based...
May 6, 2012
Lack of ratings, track records not deterring investors
For mutual funds, having a rating and at least a three-year track record may not be quite as important anymore. Unrated mutual funds with track records of less than three years gained $109.5 billion in net inflows over the 12-month period ended March 31, according to Morningstar Inc....
May 6, 2012
Bond fund managers expect party to end soon
Federal Reserves Board Chairman Ben S. Bernanke may be doing everything he can to push investors out of U.S. Treasuries and into riskier assets, but so far, mutual fund investors aren't buying into the idea. Bond funds — particularly taxable-bond funds — continue to be...
April 30, 2012
This Islamic mutual fund is a 1-percenter even OWS would love
Following Shariah law — and thus steering clear of bank stocks — the Amana Trust Income Fund has been a stellar performer
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