Mutual Funds

Displaying 5357 results
The bond market selloff has sparked fears that the Fed might not hike rates today
EQUITIES DEC 15, 2015
The bond market selloff has sparked fears that the Fed might not hike rates today

<i>Breakfast with Benjamin</i>: The bond market selloff has sparked fears that the Fed might not hike rates today.

By Jeff Benjamin
EQUITIES DEC 14, 2015
The junk-bond selloff is raining on the Fed's rate-hike parade

<i>Breakfast with Benjamin</i>: Just when the Fed felt it was safe to move off a zero-rate policy, all kinds of heck is busting loose in the high-yield bond market.

By Jeff Benjamin
Third Avenue rattles the junk bond market
EQUITIES DEC 11, 2015
Third Avenue rattles the junk bond market

Plus: JPMorgan's David Kelly second-guesses the Fed, MLP investors hang on for dear life, and Joe Montana gets his VC groove on

By Jeff Benjamin
High-yield bond market is teetering on the brink of disaster
ALTERNATIVES DEC 11, 2015
High-yield bond market is teetering on the brink of disaster

<i>Breakfast with Benjamin</i>: More than a third of the outstanding U.S. high yield and leveraged loan universe is at risk in a rising-rate cycle.

By Jeff Benjamin
Debunking 4 common myths advisers have about mutual funds
ETFS DEC 09, 2015
Debunking 4 common myths advisers have about mutual funds

In the age of ascendant ETFs, some have written off mutual funds as irrelevant, but advisers need to know the nuances of each type of fund

By Michael Iachini
MUTUAL FUNDS DEC 04, 2015
Columnist unveils annual 'Lump of Coal' awards for mutual funds

<i>Breakfast with Benjamin</i>: It's that time of year when mutual fund columnist Chuck Jaffe doles out his Lump of Coal awards to funds that failed investors.

By Jeff Benjamin
Manager of a fake hedge fund faces real prison time
EQUITIES DEC 04, 2015
Manager of a fake hedge fund faces real prison time

<i>Breakfast with Benjamin</i>: Security guard/waiter/travel agent posing as a hedge fund manager has been convicted of stealing more than $800,000 from 17 investors.

By Jeff Benjamin
Pimco and Eaton Vance funds hit unsuspecting investors with big capital gains
EQUITIES DEC 04, 2015
Pimco and Eaton Vance funds hit unsuspecting investors with big capital gains

Fund names can be deceiving and when outflows hit, distributions are unavoidable.

By Jeff Benjamin
Green energy investing takes center stage
EQUITIES DEC 03, 2015
Green energy investing takes center stage

A commitment that can make investment performance a lesser priority.

By Jeff Benjamin
Pimco Income Fund, managed by Gross successor Ivascyn, sees first inflows since 2013
MUTUAL FUNDS DEC 03, 2015
Pimco Income Fund, managed by Gross successor Ivascyn, sees first inflows since 2013

Bill Gross' successor Daniel Ivascyn quietly has pulled off a stunning performance.

By Bloomberg
Mutual fund outflows add to the pain of capital gains distributions
EQUITIES DEC 02, 2015
Mutual fund outflows add to the pain of capital gains distributions

Mutual fund outflows can spell capital gains disaster and this year, some funds with low turnover are reporting sizable capital gains distributions as managers sell securities to meet investor withdrawals.

By Jeff Benjamin
A more reachable retirement savings target: 60% of pre-retirement income
EQUITIES DEC 01, 2015
A more reachable retirement savings target: 60% of pre-retirement income

<i>Breakfast with Benjamin</i>: Instead of needing 80% of your pre-retirement income, you can probably make it with 60%.

By Jeff Benjamin
This new ETF tracks the green version of the S&P 500
EQUITIES DEC 01, 2015
This new ETF tracks the green version of the S&P 500

The SPDR S&amp;P 500 Fossil Fuel Free ETF is a greener version of the world's first and largest ETF.

By Bloomberg
$25B institutional money manager takes a leap into retail
EQUITIES DEC 01, 2015
$25B institutional money manager takes a leap into retail

Three mutual funds just the start for Pzena Investment Management.

By Jeff Benjamin
ETFS NOV 30, 2015
Eaton Vance announces rollout of first NextShares

By John Waggoner
ETFS NOV 30, 2015
How Vanguard pulls billions from Wall Street every year

While Washington has long been debating how to reform big Wall Street banks, Vanguard is quietly doing just that as the company and its army of index funds remove about $20 billion a year in revenue from the financial industry.

By Bloomberg
BlackRock's iShares taking in money fast and furious
ETFS NOV 30, 2015
BlackRock's iShares taking in money fast and furious

For the first time, fund manager saw roughly equal deposits into equity and fixed-income ETFs as investor demand for bond products increased.

By Bloomberg
EQUITIES NOV 29, 2015
Morningstar announces its Managers of the Year

Standouts from Vanguard, Pimco and American Funds top the list. Did your favorite make the cut?

By John Waggoner
ETFS NOV 23, 2015
Blending Mars, Venus can energize a fund

Appears that mixed-gender portfolio management teams tend to generate better performance

By Jeff Benjamin
Icahn, BlackRock's Fink battle over high-yield ETFs
ETFS NOV 23, 2015
Icahn, BlackRock's Fink battle over high-yield ETFs

Carl Icahn criticized asset management firms such as BlackRock for selling ETFs that give an illusion of liquidity for &#8220;extremely illiquid, and extremely overpriced&#8221; securities such as high yield bonds. But BlackRock CEO Larry Fink disputed the characterization.

By Bloomberg