Results for "mutual funds & ETFs"

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Loan funds lure those willing to trade risk for yield

May 13, 2012

Individual investors are putting more money into bank loan funds, taking added risk in a search for higher yields and a hedge against inflation that might result from near-zero interest rates. U.S. floating-rate funds in April had the biggest...

Time to close bond funds for investors' own good?

May 10, 2012

Perhaps it's time mutual fund firms protected investors by closing bond funds to new investors amid record levels of demand and historically low yields and risk. Paul Haaga, chairman of Capital Research and Management Company, the adviser to...

Investors loading up on no-load funds: Report

May 10, 2012

Investors are shunning mutual funds that charge a load fee as the fixation with cost drives the sales of no-load mutual funds and index funds. Net new cash purchases of mutual fund that charge a load fee, or a percentage of the sales price upfront,...

Credit Suisse launches alt index fund

May 9, 2012

Credit Suisse Asset Management has launched a new alternatives fund that intends to deliver the returns of the Dow Jones Credit Suisse Hedge Fund Index. The Credit Suisse Liquid Alternative Fund Ticker:(CSQAX) will track the Credit Suisse Liquid...

Can Jeffrey Gundlach survive success?

May 6, 2012

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...

Bond fund managers expect party to end soon

May 6, 2012

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...

Best- and worst-performing equity funds

May 6, 2012

   Large-cap growth Top 10 Net assets ($M) 3-month return 1-year return 3-year return Net prospectus expense ratio GMO U.S. Growth Fund III $1.9 14.7% 23.5% 25.6% 0.5% Touchstone Sands Capital Institutional Growth Fund $1,942.7 24.2% 21.5%...

Socially conscious funds are blossoming

May 6, 2012

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,...

Stage set for rally in municipal bonds

May 6, 2012

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...

Best- and worst-performing sector equity funds

May 6, 2012

   Commodities Top 10 Net assets ($M) 3-month return 1-year return 3-year return Annual expense ratio ProShares UltraShort DJ-UBS Commodity $8.8 -3.4% 28.9% -26.7% 1.0% UBS E-Tracs S&P 500 Gold Hedged Index $19.0 19.6% 25.4% N/A N/A Deutsche...

Lack of ratings, track records not deterring investors

May 6, 2012

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...

Fixed-income funds

May 6, 2012

   General municipal debt Top 10 Net assets ($M) 3-month return 1-year return 3-year return Net prospects expense ratio Oppenheimer AMT-Free Municipals A $1,710.8 6.0% 24.6% 18.7% 1.1% Market Vectors Long Municipal Index ETF $78.8 3.4% 19.2%...

Reed plans to continue examination of ETFs

May 2, 2012

Exchange traded funds will soon undergo more scrutiny on Capitol Hill. Sen. Jack Reed, D-R.I., chairman of the Senate Banking Subcommittee on Securities, Insurance and Investment, indicated that he would follow up on a hearing he held last year...

Will May and June be good for munis?

May 1, 2012

• According to S&P: - Upgrades of muni bonds outpaced downgrades 121 to 83 in Q1 2012. - Credit quality in U.S. public finance appeared to stabilize overall in Q1 2012. - The gulf between stronger and weaker credits may grow in some sub-sectors....

This Islamic mutual fund is a 1-percenter even OWS would love

April 30, 2012

What do a Muslim-guided mutual fund and the Occupy Wall Street movement have in common? A strict aversion to financials, among other things. In the fund's case, this aversion has led it to the top 1% of returns amongst large-cap mutual funds...

Gloomy Gundlach sees dark at the end of tunnel

April 29, 2012

If last week's buoyant stock market brightened your mood, don't listen to Jeffrey Gundlach. The former bond fund manager at The TCW Group Inc., who launched DoubleLine Capital LP after being fired in 2009 and quickly attracted $30 billion in...

Advisers scratch their heads over changes at American

April 29, 2012

Is American Funds losing its touch with financial advisers? That is the question that some advisers are asking as Capital Research and Management Co., which runs the American Funds, prepares to take the wraps off a suite of mutual funds intended...

Thanks to the maddening crowd, fund fads often end bad

April 24, 2012

Imitation, the saying goes, is the sincerest form of flattery. In the financial services industry, it's often flattery that investors could do well without: A crush of similar products in a niche market is often a sign to run in the opposite...

Gundlach blasts TCW's touting as 'offensive'

April 22, 2012

Star bond fund manager Jeffrey Gundlach blasted his former employer, TCW Group, over a press release that touted the long-term performance of the fund that he managed before being axed. The press release said that the $5.4 billion TCW Total...

Fund firms want out of the pool

April 22, 2012

The Investment Company Institute and the U.S. Chamber of Commerce have filed a legal challenge to the CFTC's rule amendment that would require certain mutual funds to register with both it and the Securities and Exchange Commission. The Commodity...

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