Results for "mutual funds & ETFs"

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TCW fund assets double to $40B since Gundlach's departure

June 14, 2012

TCW Group Inc. has doubled its mutual-fund assets since the end of 2009, when the money manager was reeling from client defections in the wake of the ouster of Chief Investment Officer Jeffrey Gundlach. TCW and its Metropolitan West Asset Management...

Motif provides investors with investment themes, advisers should take note too

June 10, 2012

Let's say you or a client want to capitalize on a broad-based societal or business trend — say, green technology — by investing in stocks that somehow are benefiting from the trend or theme. You can look for an appropriate mutual fund or...

First one a hit so Pimco rolls out three more bond ETFs

June 7, 2012

Pacific Investment Management Co. LLC is following up the success of the Pimco Total Return ETF Ticker:(BOND) with three more actively managed exchange-traded funds that mimic existing bond funds. The Newport Beach, Calf.-based firm has filed...

Pimco's new closed-end fund raises $1 billion

June 6, 2012

Bill Gross can teach Mark Zuckerberg a thing or two about initial public offerings. Mr. Gross' Pimco just completed the largest closed-end-fund IPO in two years. The Pimco Dynamic Income Fund (PDI) raised $1 billion during its IPO last week,...

BlackRock's Bob Doll to retire

June 4, 2012

Robert Doll, senior managing director and chief equity strategist at BlackRock, will retire from the firm, according to an internal memo obtained by Pensions & Investments. Mr. Doll, who also is lead portfolio manager for the firm's large-cap...

Invesco shakes up its distribution team

June 4, 2012

Invesco Ltd. is reorganizing its U.S. retail distribution team to make it more effective. The Atlanta-based mutual fund firm is combining its U.S. retail sales group with its marketing, product management and global ETF groups, to “to help...

Aaron Izenstark: Iron Strategic Income Fund

June 3, 2012

High-yield bonds are simply too risky to buy and hold, according to Aaron Izenstark, portfolio manager of the Iron Strategic Income Fund, so he uses a hedging strategy designed to produce steadier total returns from the asset class. “If you...

Scott Mather: Pimco Foreign Bond Fund

June 3, 2012

Don't attribute the success of the Pimco Foreign Bond Fund to great geographic allocations. “If you just allocate so much to a region or sector, that is a traditional approach, but it is suboptimal,” said Scott Mather, 43, a managing director...

John C. Fenley: Westcore International Small-Cap Fund

June 3, 2012

John C. Fenley, portfolio manager for the Westcore International Small-Cap Fund (WTIFX), is a believer in small wonders. A 22-year veteran in the world of stock picking, Mr. Fenley has been running the fund since 2003, concentrating on what...

Axel Merk: Merk Hard Currency Fund

June 3, 2012

When Axel Merk decided to convert his investment advisory business into a mutual fund company in 2005, his friends told him he was nuts. “There are thousands of products out there, and they said if I didn't grow assets fast enough, the fixed...

Justin Leverenz: Oppenheimer Developing Markets Fund

June 3, 2012

Justin Leverenz never followed the crowd. While other students at the University of California, San Diego in the 1980s were studying Japanese, Mr. Leverenz, now portfolio manager of the $25 billion Oppenheimer Developing Markets Fund, began...

David Lee: T. Rowe Price Real Estate Fund

June 3, 2012

David Lee's money management mantra is the most tried and true in real estate investing: location, location, location. That's because to Mr. Lee, portfolio manager of the $3.6 billion T. Rowe Price Real Estate Fund, location is one of three...

Samuel S. Stewart Jr.: Wasatch World Innovators Fund

June 3, 2012

In the broader context of money management, Samuel S. Stewart Jr. would be considered old-school. The 69-year-old founder and chairman of Wasatch Advisors Inc. believes in getting to know the people running the companies in which he invests....

David Albrycht: Virtus Multi-Sector Short Term Bond Fund

June 3, 2012

As manager of the Virtus Multi-Sector Short Term Bond Fund, David Albrycht, 50, has built a standout fund for investors who are looking for more than the flat returns they will get from a money market fund but are unwilling to take on too much...

Luz M. Padilla: DoubleLine Emerging Markets Fixed-Income Fund

June 3, 2012

Jeffrey Gundlach gets all the publicity, but he isn't the only manager of a five-star bond fund who left The TCW Group Inc. Luz M. Padilla, former manager of the five-star TCW Emerging Markets Income Fund (TGEIX), followed the more-well-known...

David Samra: Artisan International Value Fund

June 3, 2012

David Samra, who seeks overlooked stocks around the world for the Artisan International Value Fund, has not allowed success go to his head. “I'm not a master of the universe,” said Mr. Samra, managing director of Artisan Partners and lead...

Jacques Cousteau grandson floats ETF

May 25, 2012

Jacques Cousteau's grandson is the newest member of the exchange-traded-fund world. Philippe Cousteau, the grandson of the famed conservationist, has teamed up with ETF provider AdvisorShares Investments LLC to launch an actively managed socially...

Supergrowth for model ETFs — but advisers behind the curve

May 24, 2012

It seems that the only thing growing faster than the exchange-traded-fund industry is the model-ETF-portfolio industry. Assets in model portfolios with at least three-quarters of their investments in ETFs have grown to $46 billion, a 650% increase...

Why investors should look at domestic ETFs

May 22, 2012

During April 2012, assets in ETFs continued to increase, though the pace slowed down from the year’s strong start. While BlackRock remains the largest provider based on assets, followed by SSGA, the third biggest player, Vanguard, experienced...

New tack with tactical allocations an eye-opener

May 22, 2012

Advisers interested in tactical allocations can take a page from the playbook of large institutional investors. Institutions increasingly are turning to exchange-traded funds to make their tactical bets on broad markets and specific asset classes,...

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