Mutual Funds

Displaying 5359 results
EQUITIES NOV 03, 2014
Markets in a 'bad mood' as S&P 500 gives back year's gains

Weak economic numbers and an Ebola panic spurred a pullback, causing the S&P 500 to give back the year's gains.

By Bloomberg
RIA NEWS NOV 02, 2014
Schwab signs Morningstar to provide equity research, ratings

Deal will give advisers access to sector reports and pick lists, as well as daily, weekly and quarterly outlook reports.

By Jeff Benjamin
MUTUAL FUNDS NOV 01, 2014
Bond Cover

By Jeff Benjamin
MUTUAL FUNDS NOV 01, 2014
BlackRock, Loomis Sayles replace Pimco at $6B Prudential fund

Move comes on heels of record withdrawals from Pimco Total Return after Gross exit

By Bloomberg
ALTERNATIVES OCT 30, 2014
Norm Champ to depart SEC

Head of the agency's Division of Investment Management will leave before the end of the month

By Mark Schoeff Jr.
OPINION OCT 30, 2014
Advisers played a role in market sell-off as they turned to risk-averse ETFs

Pattern of investors moving out of stocks could be set for balance of the year and into 2015.

By Nicholas Colas
EQUITIES OCT 30, 2014
The bitter economic costs of cheap oil

<i>Breakfast with Benjamin</i>: The bitter economic costs of cheap oil, plus notes on taking advantage of the rising dollar, avoiding bond funds like the plague, and running toward market volatility.

By Jeff Benjamin
ETFS OCT 30, 2014
Third quarter fixed-income ETF data

By Andrew Leigh
MUTUAL FUNDS OCT 29, 2014
Investors push rate-hike forecast out to late 2015

Recent global economic and political turmoil leads to doubt about forecasts from Federal Reserve officials &amp;mdash; and most Wall Street economists &amp;mdash; that the Fed will begin to lift its benchmark interest rates in mid-2015.

By Bloomberg
MUTUAL FUNDS OCT 27, 2014
SRI indexes delivered market-like returns and risk, while pursuing social goals

Interest in socially responsible investing (SRI) is increasing rapidly. From 2003 to 2012, SRI assets in the U.S. grew 54% to reach $3.31 trillion,1 according to the Forum for Sustainable and Responsible Investment (US SIF Foundation). This represents roughly 10% of assets under professional investment management in the U.S. as tracked by Thomson Reuters Nelson.

By Lei Liao CFA and Jim Campagna CFA
MUTUAL FUNDS OCT 27, 2014
Some see buying opportunity in closed-end funds

Some investment pros see buying opportunity in closed-end funds as trading volatility increases

By Jeff Benjamin
RETIREMENT PLANNING OCT 26, 2014
Conservative target-date funds weathered the third quarter market rout

By Trevor Hunnicutt
RETIREMENT PLANNING OCT 26, 2014
Best- and worst-performing target date funds

Track the performance of the best and worst target-date funds through the third quarter, and see <a href=&quot;http://www.investmentnews.com/article/20141026/REG/310269997/conservative-target-date-funds-weathered-the-third-quarter-market-rout&quot; target=&quot;_blank&quot;>which funds best weathered the market's volatility.</a>

By Andrew Leigh
Now that annuities are OK in retirement plans, what strategy is best?
RETIREMENT PLANNING OCT 24, 2014
Now that annuities are OK in retirement plans, what strategy is best?

Morningstar researcher suggests 30% allocation to annuities - and more equities.

By Darla Mercado
RIA NEWS OCT 23, 2014
Pershing “actively” considers launching commission-free ETF platform

Custodian considering jumping on bandwagon popular with RIAs as other platforms grow big.

By Trevor Hunnicutt
MUTUAL FUNDS OCT 23, 2014
Mutual fund industry enjoying a burst of wheeling and dealing

Five years after the last bout of mutual fund merger mania, the lesson remains: Grow, and then grow some more.

By Trevor Hunnicutt
ALTERNATIVES OCT 23, 2014
Morningstar partners with ProShares to manage an alternative ETF

ALTS will track an index maintained by Morningstar that includes allocations to seven different alternative investment strategies

By Jeff Benjamin
ETFS OCT 22, 2014
ETF managers awaiting key SEC decisions on active funds

Rulings on transparency, structure of active funds could expand market.

By Randy Diamond
ALTERNATIVES OCT 21, 2014
New York Life buys IndexIQ to expand liquid alts offering, add hedge fund ETFs

Deal adds $1.5 billion in AUM to N.Y. Life, including $950 million in multi-strategy exchange-traded fund.

By Bloomberg
EQUITIES OCT 21, 2014
New managed volatility funds aim to protect client portfolios from market swings

Value in managed volatility comes from potentially getting equity-like exposure with similar returns, lower volatility and better downside performance

By Thomas Hoops