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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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  • News
  • August 19, 2013

Two Pimco offerings dragged down in rout

The recent bond market sell-off has left shares of two of Pacific Investment Management Co. LLC’s closed-end funds…

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Changes for Explorer Fund

The Vanguard Group Inc. has added a seventh subadviser and 12th portfolio manager to the $11.4 billion Vanguard…

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Gundlach dips toe into uber-indexing

His firm, DoubleLine, to launch fund based on Shiller's P/E

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Gold bug puts money where his mouth is

Peter Schiff is either crazy like a fox — or just plain crazy.

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Private equity giant KKR’s closed-end fund falls flat

Investors give IPO lukewarm reception amid 'chaos' in closed end fund market.

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Edward Jones adds a fund family to its preferred list

J.P. Morgan secures a highly coveted place in the broker's stable of asset managers.

Topic
  • News
  • August 12, 2013

Despite outlook, stick with bonds, Vanguard says

The outlook for fixed income is about as grim as it has ever been, but that doesn’t mean…

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  • News
  • August 11, 2013

Fidelity laying groundwork to shake up ETF industry

Fidelity Investments has only dipped its toe into exchange-traded funds so far, but the groundwork has been laid…

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  • News
  • July 16, 2013

Passive investing gets some action in target date funds

Investors’ love affair with passively managed funds has spilled over into target date funds as investors and portfolio…