Results for "mutual funds"

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Favorite fund companies of fee-based advisers

October 23, 2017

Despite the growing trend toward passive, indexed investing, fund companies known for active management topped the list of favorites among a survey of 1,355 fee-based financial advisers. Source: Cogent Reports.

Best performing funds since '87 crash

October 19, 2017

If you started saving 30 years ago, you got a quick education in the worst Mr. Market can dish out. The Dow Jones industrial average plunged 508 points, or 22.61%, the worst one-day crash in history. Those who weren’t scared out of the stock...

9 ghoulish funds and how they met their demise

October 12, 2017

These doomed mutual funds offered no treats as they slashed investors' accounts. Click through to view 10 scary investments that mostly went to the mutual fund graveyard and left shareholders feeling ghastly.

Highland to convert open-end fund to closed-end

September 29, 2017

You've probably heard of closed-end mutual funds converting to open-end funds. But Highland Floating Rate Opportunities Fund (HFRAX) is hoping to go in the other direction, thanks to a potentially massive legal settlement it's expecting from...

Irma wreaks havoc on mutual funds even before it reaches Florida

September 8, 2017

Stephen Barnes has suffered damage from Hurricane Irma even before it hits Florida. He owns Stone Ridge Reinsurance Risk Premium Interval Fund, a mutual fund that dropped 11 percent this week as the hurricane wreaked havoc in the Caribbean....

Thrivent Financial quietly expands beyond Christians

August 23, 2017

Thrivent Financial doesn't do anything necessarily fast, so it might have been easy to miss the evolution over the past several years of the world's largest fraternal organization, which has a history dating back 115 years. But the Appleton,...

A shares live on, despite some hefty upfront sales charges

July 13, 2017

Remember the days when your clients paid you upfront to buy a mutual fund? Apparently, those days aren't entirely gone. The 15 largest A share classes saw net new cash flow of $8.1 billion over the past 12 months, according to Morningstar Inc....

The full list of 2017 Lipper Fund Awards winners

March 23, 2017

The Thomson Reuters Lipper Fund Awards winners have been announced. Lipper measures the winners by their risk-adjusted returns over multiple periods. Award winners are rewarded for consistency over time, including the top 3-year, 5-year and...

John F. Donahue, founder of Federated Investors, dies at 92

May 12, 2017

John F. Donahue, a founder and longtime leader of Federated Investors Inc., has died. He was 92. He died Thursday in Naples, Florida, of natural causes, Ed Costello, a company spokesman, said Friday in an email. Donahue, who served as chairman...

Brinker Capital rolls out DOL fiduciary rule-friendly funds

April 12, 2017

Brinker Capital, an investment management platform geared toward financial advisers, is jumping on the fiduciary-rule bandwagon by converting $7 billion worth of managed account assets into a family of 10 mutual funds. The Destinations funds,...

American Funds clobber Lipper Awards for target-date funds

March 23, 2017

The American Funds added 24 Thomson Reuters Lipper Awards to their trophy case for 2017, while Thrivent and TIAA collected top honors as well. The awards were presented Thursday night at an awards dinner in New York. The American Funds, a longtime...

Advisers OK with David Booth stepping down as co-CEO of Dimensional Fund Advisors

February 23, 2017

Advisers took the announcement in stride Thursday that David Booth, founder of Dimensional Fund Advisors, was leaving his post as co-CEO of the firm. DFA, the $460 billion fund powerhouse, has made David Butler co-CEO alongside Eduardo Repetto....

Investors to U.S. stock funds: Drop dead

February 16, 2017

The Standard & Poor's 500 roared to a 1.98% gain in January, and investors yawned. The first winning January since 2013 should have cheered investors: A winning January agurs an up year 80% of the time. Yet U.S. stock funds saw a net inflow...

At Vanguard, customer complaints rise along with assets

February 16, 2017

As assets at Vanguard have soared, customer complaints have risen, too — something the fund behemoth is taking steps to fix, in part by hiring 1,700 new employees this year. Customers flooded Vanguard funds with $323 billion in new money last...

Putnam merges, liquidates 10 funds

February 9, 2017

Putnam Investments is sending 10 of its funds to the dustbin of history. The Boston-based fund company will liquidate four funds: Strategic Volatility Equity Fund (PSVEX), Asia Pacific Equity Fund (PAPAX), Retirement Income Fund Lifestyle 2...

Morningstar announces top fund managers

January 26, 2017

David Herro was named international stock fund manager of the year by Morningstar Inc., the third time he has earned that distinction. Mr. Herro, who runs Oakmark International (OAKIX), was one of several fund managers to earn awards from Morningstar....

Columnist unveils annual 'Lump of Coal' awards for mutual funds

December 9, 2015

It's that time of year again when mutual fund columnist Chuck Jaffe doles out his Lump of Coal awards. These dumb mutual fund moves failed investors in 2015. Speaking of 'that time of year,' J.P. Morgan Asset Management has released its holiday...

BlackRock's Laurence Fink watching how companies react to global upheaval

January 24, 2017

Laurence Fink, CEO of BlackRock Inc., said in a time of global upheaval — from Brexit to the election of Donald Trump — it's imperative that companies constantly assess their strategy and adapt to changing markets. In his annual letter to...

Calamos Asset Management to be taken private by its owner

December 19, 2016

Calamos Asset Management, one of the biggest money managers in Illinois, has agreed to be taken private by its longtime owner, founder and chairman, John Calamos, and its CEO, John Koudounis. The Naperville-based company, which manages money...

Investors are giving up on timing a rate hike and dumping funds

June 5, 2015

Here's a news flash: Rising rates are hard to call. And investors who have been trying to do that appear to have given up, according to a Morningstar analysis of mutual fund flows. 25 Funds Investors Are Dumping The chorus for holding off on...

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