Mutual Funds

Displaying 5358 results
ETFS JUN 18, 2015
Money managers like Jeffrey Gundlach scramble to jump into ETFs

Fund managers like DoubleLine's Jeffrey Gundlach are arriving late to the ETF game and sound ambivalent about how popular ETFs will become &amp;mdash; but they don't want to be left behind. <b><i>(More: <a href="//www.investmentnews.com/section/specialreport/20150419/ETF042015&quot;" target="&quot;_blank&quot;" rel="noopener">Our full Spotlight on ETFs special report</a>)</b></i>

By Trevor Hunnicutt
EQUITIES JUN 17, 2015
Guns, booze, cigs and sin: The Vice Fund has changed its name, but not its investment philosophy

Since inception in August 2002, the fund has an average annual return of 9.9%, beating the 8.7% for the S&amp;P 500.

By Bloomberg
EQUITIES JUN 17, 2015
F-Squared files for bankruptcy

Filing caps rise-and-fall story of an ETF manager popular with financial advisers. Broadmeadow Capital has agreed to acquire F-Squared's intellectual property, investment strategies and other assets.

By Trevor Hunnicutt
With Saudi Arabian stock market open, exchange-traded funds aren't far behind
EMERGING MARKETS JUN 17, 2015
With Saudi Arabian stock market open, exchange-traded funds aren't far behind

The earliest access point will most likely be through inclusion in the MSCI Emerging Markets Index, according to one expert.

By Jeff Benjamin
ETFS JUN 17, 2015
Legislation would allow B-Ds to publish ETF research without fear of breaking securities laws

Bill proposed by former broker passes key committee, would raise competition with Morningstar.

By Mark Schoeff Jr.
Blackstone and BlackRock are starting to cross over into each other's bread and butter
EQUITIES JUN 16, 2015
Blackstone and BlackRock are starting to cross over into each other's bread and butter

Steve Schwarzman and Larry Fink, once partners, now vie for Wall Street dominance atop their wildly successful firms.

By Bloomberg
Schwab announces money market fund updates in light of SEC's reform
MUTUAL FUNDS JUN 16, 2015
Schwab announces money market fund updates in light of SEC's reform

Firm joins slate of other managers adjusting retail and institutional money market funds to meet the new regulations borne out of financial crisis.

By Darla Mercado
Losing edge in ETFs, State Street turns to hedge funds
ALTERNATIVES JUN 15, 2015
Losing edge in ETFs, State Street turns to hedge funds

Firm is expanding hedge funds and alternative investment strategies that can be offered to individual investors, Ronald O'Hanley, the new chief of the the $2.45 trillion State Street Global Advisors.

By Bloomberg
MUTUAL FUNDS JUN 15, 2015
Best- and worst-performing fixed-income mutual funds

By category, ranked by one year total returns

By Bloomberg
Vanguard's China play ups the ante for industry
EQUITIES JUN 15, 2015
Vanguard's China play ups the ante for industry

Other fund companies may find it difficult to match Vanguard's promise of access to a hot market.

By Trevor Hunnicutt
RIA NEWS JUN 15, 2015
United Capital pivots away from mutual funds to proprietary asset management program

Firm sees new way to cut the middleman, product fees for clients while capturing top investment ideas.

By Trevor Hunnicutt
The best- and worst-performing equity mutual funds
MUTUAL FUNDS JUN 14, 2015
The best- and worst-performing equity mutual funds

By category, ranked by one year total returns

By InvestmentNews Data
MUTUAL FUNDS JUN 14, 2015
Equity and fixed income mutual fund index returns by the numbers

By Ellie Zhu
MUTUAL FUNDS JUN 14, 2015
Asset managers are harvesting data to help them market mutual funds better

World's largest asset management firms have quietly launched an arms race to collect, analyze and exploit data about advisers. <b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150614/MUTUAL062015&quot; target=&quot;_blank&quot;>Our full Spotlight on Mutual Funds special report</a>)</b></i>

By Trevor Hunnicutt
Best- and worst-performing international mutual funds
MUTUAL FUNDS JUN 14, 2015
Best- and worst-performing international mutual funds

By category, ranked by one year total returns

By InvestmentNews Data
15 years later, Nuveen Investments gets a go-ahead on ETFs
ETFS JUN 12, 2015
15 years later, Nuveen Investments gets a go-ahead on ETFs

Money manager's rebooted efforts to sell ETFs get a nod from the Securities and Exchange Commission.

By Trevor Hunnicutt
The bond markets are mysteriously losing liquidity
EQUITIES JUN 10, 2015
The bond markets are mysteriously losing liquidity

<i>Breakfast with Benjamin</i>: The worst part about the bond market selloffs in the U.S. and Europe is the not knowing why.

By Jeff Benjamin
Latest Obamacare ruling could spark a sell-off in health care sector stocks
EQUITIES JUN 09, 2015
Latest Obamacare ruling could spark a sell-off in health care sector stocks

Sudden volatility could create short-term buying opportunity.

By Jeff Benjamin
Salient Partners designs liquid alts strategy with advisers in mind
MUTUAL FUNDS JUN 09, 2015
Salient Partners designs liquid alts strategy with advisers in mind

Waiting for a market pullback so alts can strut their stuff.

By Jeff Benjamin
Investors pull $13 million from Bill Gross' fund at Janus
MUTUAL FUNDS JUN 05, 2015
Investors pull $13 million from Bill Gross' fund at Janus

May marks second month of redemptions since money manager joined after bolting Pimco last year

By Bloomberg