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Best- and worst-performing fixed-income mutual funds

June 14, 2015

Core Bond Top 10 Portfolio net assets ($M) 1-year return 3-year return 5-year return Expense ratio* TIAA-CREF Social Choice Bond Fund Inst (TSBIX) $442.9 4.38% N/A N/A 0.40% BlackRock Total Return Fund BlackRock (MPHQX) $6,277.4 3.76% 4.84%...

The best- and worst-performing equity mutual funds

June 14, 2015

Large-Cap Growth Top 10 Portfolio net assets ($M) 1-year return 3-year return 5-year return Expense ratio* Shelton NASDAQ-100 Index Fund Direct (NASDX) $226.2 21.96% 23.99% 20.35% 0.49% Columbia Large Cap Growth Fund Z (GEGTX) $3,373.1 21.94%...

Credit Suisse: Low U.S. stock volatility may be calm before storm

June 12, 2015

Relative calm in U.S. stock trading is an indication that the current bull market may end with a bubble, according to Andrew Garthwaite, a global equity strategist at Credit Suisse Group AG. In a report on Thursday, Mr. Garthwaite compared the...

How Fed policy is wrecking the bond market

June 12, 2015

Turns out the Fed got it all wrong, and completely messed up the bond market. Welcome to the upside down world of too much liquidity creating illiquidity.Feeding price bubbles China's roaring stock market got back on track Wednesday after a...

Want more time? Trim client investment options

June 12, 2015

Financial advisers looking to make their businesses more efficient should examine how many different investment products they're using with clients — and consider paring down. On average, advisers are using between 200 and 300 different mutual...

Talent drain continues as Cole Capital CEO departs

June 12, 2015

The drain of talent at Cole Capital Corp. continues as the firm's president and CEO, Michael Ezzell, resigned on Thursday. He left the company for personal reasons, according to the company. Mr. Ezzell's resignation comes after months of turmoil...

Latest Obamacare ruling could spark a sell-off in health care sector stocks

June 12, 2015

If you haven't yet hitched a ride on the high-flying health care sector rally, there's still hope in the form of a potential pullback from an upcoming Supreme Court ruling that could trigger some near-term volatility. Even some staunch health...

Hedge fund specialist SkyBridge pushes back against liquid alts trend

June 12, 2015

SkyBridge Capital, a top authority on hedge-fund managers, said Friday it has given up for now on trying to export that industry's exotic investment strategies to the mutual funds sold to mom-and-pop investors. Ray Nolte, chief investment officer...

Assets in world's largest gold fund slump 48% to lowest level since financial crisis

June 11, 2015

Assets in the world's biggest exchange-traded product backed by gold slumped to the lowest since the start of the financial crisis as equities rallied and investors prepared for higher U.S. interest rates. Holdings in the SPDR Gold Trust dropped...

Bill Gross tweets and technical analysts get all giddy

June 11, 2015

Bill Gross tweets out a nerdy note that only technical analysts can really understand, but the translation is both bearish and fun. Kicking it old school is a 'discretionary black art practiced by the old Jedi masters.' Suddenly a U.S. rate...

Questions to ask when considering a continuing care retirement community

June 11, 2015

Advisers looking to help clients plan where to live in retirement need to ask the right questions to make sure facilities offer what the client needs most. Understanding the cost of continuing care retirement communities, which guarantee housing,...

Pimco Total Return dumps most of its Treasuries ahead of selloff

June 10, 2015

The Pimco Total Return Fund, which lost its place as the world's largest bond fund this year, cut almost two-thirds of its U.S. government debt holdings in May just in time for a June selloff. Total Return, run by Pacific Investment Management...

It's time for retirees to start bracing for higher interest rates

June 10, 2015

Retirees should be bracing for rising interest rates. The Fed probably doesn't even know when it plans to raise rates, which is probably something else we should all be worried about. The risks of chasing yield If the stock market really is...

Meredith Whitney says she's done managing other people's money

June 10, 2015

Meredith Whitney, who turned fame as a banking analyst into a stint running her own hedge fund, is through with managing other people's money. “I think that chapter of my life is over,” she said in an interview with Fox Business on Wednesday....

Major benchmark punts on adding China’s booming markets to global indexes

June 9, 2015

MSCI Inc. declined on Tuesday to add China's domestic financial markets to its widely used indexes, but said it will work with local authorities to provide access to the world's second-largest, and fastest-growing, stock market soon. The index...

Go where the NBA finals go: Cleveland and Oakland looking better as investment destination

June 9, 2015

Los Angeles, Miami, Chicago, Boston. All world class cities, all frequently represented in the National Basketball Association Finals. Indeed these four cities have been in the NBA Finals 34 times out of the 72 possible appearances since 1980....

Are bond fund investors running toward a cliff?

June 9, 2015

Bond fund investors are chasing the wrong rabbit, and heading directly toward big trouble, according to David Santschi, chief executive of TrimTabs Investment Research. Citing the $5.3 billion that has flowed into bond mutual funds and ETFs...

Why it doesn't make sense to let clients borrow from their 401(k) plans

June 8, 2015

The really bad logic (and math) of borrowing from your 401(k). Meanwhile, an estimated 26% of plan participants have loans outstanding against their retirement plans.'Most Americans aren't sitting on 401(k) balances that they can afford to skim.'...

Betting against the Federal Reserve a risky game

June 8, 2015

If the Federal Reserve is really so intent on raising interest rates this year, why is Wall Street chopping its forecasts for bond yields? For all the hand-wringing over the recent selloff that wiped out about $1.2 trillion in value from the...

Defying market logic, small-cap funds ride the strong dollar to beat large caps

June 8, 2015

The powerful run by small-cap sector stocks so far this year has upended traditional market logic, giving some investors a reason to believe the long bull market still has room to run. Smaller-company stocks, which typically lead the way out...

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