Jason Kephart
Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart
Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart
The Fidelity Global Income Fund will seek to provide more yield than the MSCI All-Country World Index by investing in dividend-paying equities both in developed and emerging markets.
Asset manager launches branding program today; targets the 'inadequate 60/40 portfolio'
Bruce Berkowitz, managing director of Fairholme Capital Management LLC, has started the year in the opposite place he…
Go-anywhere mutual funds have made it to the 401(k) market. Are investors ready for them?
Pimco, whose Total Return Fund is the biggest Kahuna in the mutual fund world, expects to make just…
As 2011 wound down, Lee Munson saw an appropriate investment opportunity for many of his clients. But…
Slowly but surely, advisers are becoming more comfortable with exchange-traded funds. Not surprisingly, Charles Schwab says fixed-income ETFs were the clear favorites of RIAs in 2011.
Despite much publicized struggles of bond mutual fund in 2011, Pimco big expects ETF version to become industry's largest
Mutual funds that invest in real estate investment trusts paid off in a big way for investors last year — as long as they stayed within the United States. The average domestic real estate mutual fund returned more than 6% last year, about 400 basis points more than the S&P 500.
There's no need for shareholders of DWS Investments' mutual funds to rush to the exits.