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Jason Kephart

Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart

Displaying 199 results

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Fidelity takes a global approach to dividends

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.

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‘New World’ for BlackRock with first retail ad campaign

Asset manager launches branding program today; targets the 'inadequate 60/40 portfolio'

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Berkowitz’s Fairholme Fund back on top to start the year

Bruce Berkowitz, managing director of Fairholme Capital Management LLC, has started the year in the opposite place he…

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MassMutual hopes 401(k) plans are ready to go anywhere

Go-anywhere mutual funds have made it to the 401(k) market. Are investors ready for them?

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All eyes on Pimco’s ETF clone

Pimco, whose Total Return Fund is the biggest Kahuna in the mutual fund world, expects to make just…

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New funds add yield

As 2011 wound down, Lee Munson saw an appropriate investment opportunity for many of his clients. But…

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Safety first, as advisers piled into fixed-income ETFs in ’11

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.

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Gross sees Total Return ETF as totally dominating

Despite much publicized struggles of bond mutual fund in 2011, Pimco big expects ETF version to become industry's largest

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Domestic real estate funds top global offerings

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.

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DWS shareholders in a holding pattern

There's no need for shareholders of DWS Investments' mutual funds to rush to the exits.