Mutual Funds

Displaying 5358 results
PRACTICE MANAGEMENT SEP 05, 2014
SEC assessment of mutual fund risk could lead to more disclosure

Questions abound in early stages of potential rulemaking to boost oversight.

By Mark Schoeff Jr.
ETFS SEP 05, 2014
F-Squared says regulators considering action over performance claims

Exchange-traded fund portfolio builder gets Wells notice from SEC.

By Bloomberg
ETFS SEP 04, 2014
Not all strong dividend ETFs are the same

Two top-ranked iShares Core exchange-traded funds are both cheap, but their holdings and exposure are quite different.

By Todd Rosenbluth
MUTUAL FUNDS SEP 02, 2014
BlackRock money market funds refuse to lose value

The money manager, led by CEO Laurence Fink, has come up with a way to avoid 'breaking the buck' with a reverse distribution. It means the shares don't lose value, you just have fewer of them.

By Matt Levine, Bloomberg News
EQUITIES SEP 02, 2014
Bringing back pooled 401(k) plans could derail a fund industry cash cow

Today's <i>Breakfast with Benjamin</i> menu features: Revisiting the idea of pooled 401(k) plans, plus Jack Bogle gives a half nod to Fed policy, the curious appeal of water ETFs, and more rich folks are calling for a market correction.

By Jeff Benjamin
EQUITIES SEP 02, 2014
Morgan Stanley bets big on stocks

<i>Breakfast with Benjamin</i> covers Morgan Stanley getting ultra-bullish on stocks, Detroit's big bankruptcy trial kicking off, and how to tread lightly into the MLP space.

By Jeff Benjamin
ALTERNATIVES SEP 02, 2014
Avoid hedge funds' ETF termite problem

Some of the smartest investors, like John Paulson, are bad role models in their choice of exchange-traded funds, which are often celebrated for their low costs.

By Bloomberg
RETIREMENT PLANNING SEP 02, 2014
Some target-date funds are boosting equities

As financial crisis recedes, participants' risk tolerance levels climb and providers adjust

By Robert Steyer
EQUITIES AUG 29, 2014
Bears are giving up and that could be a bad sign

<i>Breakfast with Benjamin:</i> What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.

By Jeff Benjamin
EQUITIES AUG 28, 2014
Smart beta, by any other name, is still smart

On today's <i>Breakfast with Benjamin</i> menu, a look at how smart beta has grown in prominence despite criticism, the performance-killing fees of active management, another type of corporate inversion, and more.

By Jeff Benjamin
MUTUAL FUNDS AUG 21, 2014
Wanted: Gold bears

On today's <i>Breakfast with Benjamin</i> menu: Investors still too bullish on gold. Plus: Structuring client portfolios for retirement, about that breach at JP Morgan, Pimco's long, hard fourth quarter, a big real estate deal and an event you shouldn't miss.

By Jeff Benjamin
RETIREMENT PLANNING AUG 21, 2014
What grabbed InvestmentNews readers this week

A big arbitration award, a story about recruiting bonuses and how Vanguard grabbed Pimco's bond crown were among the most read stories this week on InvestmentNews.com. Plus: Lessons from Robin Williams' estate and another investment team loss at LPL.

By lkonish
RETIREMENT PLANNING AUG 20, 2014
Fidelity quietly settles employee lawsuits

At issue was accusations the fund giant engaged in self-dealing in 401(k) plan.

By Darla Mercado
MUTUAL FUNDS AUG 20, 2014
Fidelity has lowest-cost target date funds, edging out Vanguard

But low fees don't necessarily translate into better performance.

By Trevor Hunnicutt
MUTUAL FUNDS AUG 19, 2014
Fidelity assets flowing to lower-cost trusts

Facing pressure to move retirement-plan clients to investment vehicles with dramatically lower fees, the fund giant is moving assets to new trusts.

By Trevor Hunnicutt
MUTUAL FUNDS AUG 19, 2014
What's the reason for all the fund outflows at Fidelity?

More Fidelity stock funds are suffering withdrawals than adding money this year. What gives?

By Trevor Hunnicutt
ETFS AUG 18, 2014
Proliferation of ETFs both good and bad

A big issue for advisers and investors is the ever-expanding universe of ETFs.

By MFXFeeder
ETFS AUG 18, 2014
iShares and Pimco to shut 22 ETFs

The funds include iShares' target-date lineup and Pimco's foreign-bond trackers.

By Trevor Hunnicutt
MUTUAL FUNDS AUG 18, 2014
Is Vanguard hiding behind low-cost structure to evade taxes?

A former lawyer for the firm has filed a lawsuit alleging the company avoided about $1 billion in taxes over 10 years

By Trevor Hunnicutt
MUTUAL FUNDS AUG 17, 2014
The Fed finds another reason to hold down interest rates

<i>Breakfast with Benjamin:</i> The Fed and chief Janet Yellen get more ammo to hold down rates. Plus: AIG inches back into DC lobby; why some stocks never split; and where the smart money is going

By Jeff Benjamin