Mutual Funds

Displaying 5358 results
F-Squared still struggling in wake of SEC charges
ETFS MAY 11, 2015
F-Squared still struggling in wake of SEC charges

Asset management firm laid off 25% of its staff last week

By Trevor Hunnicutt
Trekking to Europe and Japan for attractive dividend income
EQUITIES MAY 08, 2015
Trekking to Europe and Japan for attractive dividend income

<i>Breakfast with Benjamin</i>: Where to look when it's time to go beyond the traditional hunting grounds for dividend income.

By Jeff Benjamin
After big 2014, trend-chasing mutual funds drop
ALTERNATIVES MAY 06, 2015
After big 2014, trend-chasing mutual funds drop

Turnaround interrupts best run for hedge-fund like offerings in more than five years, threatens to diminish their popularity with retail investors.

By Bloomberg
The ETF craze crosses a huge hurdle
RETIREMENT PLANNING MAY 04, 2015
The ETF craze crosses a huge hurdle

<i>Breakfast with Benjamin:</i> Over the last 12 months, investors pumped more money into ETFs than mutual funds for the first time ever.

By Jeff Benjamin
MUTUAL FUNDS MAY 04, 2015
American Funds charges into 2015 with best sales in seven years

The mutual fund favorite pivots, finds success with financial advisers as investors look outside the U.S. <i>(Don't miss: <a href="//www.investmentnews.com/gallery/20150401/FREE/401009999/PH/the-first-quarters-best-and-worst-mutual-fund-groups&quot;" target="&quot;_blank&quot;" rel="noopener">The first quarter's best and worst mutual fund groups</a>)</i>

By Trevor Hunnicutt
OPINION MAY 03, 2015
Fund managers need to flex voting muscles to force boards to appoint more women

A compelling body of research suggests that where women have greater representation on boards, companies simply perform better.

By Joe Keefe
PRACTICE MANAGEMENT MAY 01, 2015
Vanguard money markets still a buck, but with potential for gates, fees

Largest mutual fund company announces its response to reforms intended to prevent a run.

By Trevor Hunnicutt
ETFS MAY 01, 2015
Generating income with ETFs: A how-to guide

Every one of the top 15 ETF providers offers at least one focused on providing income. Here's a breakdown.

By Grant Engelbart
Wirehouse advisers pile into euro-stock ETFs
EQUITIES MAY 01, 2015
Wirehouse advisers pile into euro-stock ETFs

Currency-hedging ETF strategies are a no-brainer: Merrill Lynch portfolio manager

By Trevor Hunnicutt
The housing market steps up to provide a needed economic boost
EQUITIES APR 29, 2015
The housing market steps up to provide a needed economic boost

<i>Breakfast with Benjamin</i>: The solid housing market stands in contrast to the dismal first quarter GDP numbers.

By Jeff Benjamin
EQUITIES APR 29, 2015
Equity ETFs coped with increased volatility in Q1 2015

Investors inject $19.5 billion into equity ETFs in the first quarter

By Tom Roseen
EQUITIES APR 29, 2015
Vanguard tiptoes into the liquid alternatives market

New multialternative fund seen as endorsement of alts, while pressuring fees

By Jeff Benjamin
ALTERNATIVES APR 27, 2015
Morningstar founder Joe Mansueto still dreams big

Morningstar wants to become 'ubiquitous' with investors, according to founder Joe Mansueto. Will their new initiatives turn around the firm's declining share prices and profits?

By Trevor Hunnicutt
ETFS APR 25, 2015
ETFs becoming a key portfolio staple

Advisers are true believers in the tools as asset allocators, but aren't giving up on mutual funds

By Jeff Benjamin
Institutional investors warming up to ETFs
ETFS APR 24, 2015
Institutional investors warming up to ETFs

Popularity of active strategies by pensions and endowments limiting use but more coming on board.

By Randy Diamond
Wisdom Tree leverages dollar volatility to attract investor dollars
ETFS APR 24, 2015
Wisdom Tree leverages dollar volatility to attract investor dollars

Two exchange-traded funds help firm exceed $50 billion in assets.

By James Comtois
RETIREMENT PLANNING APR 23, 2015
Active or passive target-date funds have similar returns, Morningstar finds

Actively managed and passively managed target-date funds produce similar investment returns over longer time frames, new research shows.

By Robert Steyer
RETIREMENT PLANNING APR 23, 2015
Target date funds are working but they can be expensive

Target date funds are throwing off solid returns and protecting investors from their worst instincts. But they can be expensive.

By Bloomberg
Target date fund costs continue decline, thanks to competition, new low-cost funds
MUTUAL FUNDS APR 23, 2015
Target date fund costs continue decline, thanks to competition, new low-cost funds

2014 decline marked sixth-straight decrease, according to Morningstar's annual survey.

By Robert Steyer
Lessons to learn from the last Nasdaq bubble
EQUITIES APR 22, 2015
Lessons to learn from the last Nasdaq bubble

<i>Breakfast with Benjamin</i>: The Nasdaq is back to 2000 levels, but everything else is different.

By Jeff Benjamin