Mutual Funds

Displaying 5358 results
MUTUAL FUNDS JUL 22, 2014
Past performance rules for unrated Gundlach fund

Tit-for-tat with Morningstar leaves DoubleLine Total Return Bond Fund without a rating, but investors can't get enough of it.

By Jeff Benjamin
EQUITIES JUL 22, 2014
Investing lessons from Lebron James

<i>Breakfast with Benjamin:</i> What bond investors can learn from Lebron James. Plus: Gold: It all depends on the Fed; commodities as a geopolitical hedge; investing in women; and golf stocks come up short.

By Jeff Benjamin
EQUITIES JUL 22, 2014
Something to fear: fear itself

In the world of financial market push-me-pull-you, there is nothing quite like the counterintuitive reality of market volatility, which is currently lower than it has been in years. Commonly dubbed the &#8220;fear index&#8221;, the Chicago Board Options Exchange Volatility Index (VIX) is languishing near its lowest point since 2007. If fear, as measured by volatility, is low, that's a good thing, right? Sort of.

By Jeff Benjamin
ALTERNATIVES JUL 22, 2014
Some advisers using ill-suited benchmarks to measure alts performance

Morningstar survey shows a quarter of advisers look to standard index benchmarks to evaluate 'liquid alts.'

By Trevor Hunnicutt
EQUITIES JUL 22, 2014
Russell rejiggers index benchmarks

On a major trading day, &#8220;passive&#8221; fund managers will be active traders as portfolios change.

By Trevor Hunnicutt
ETFS JUL 22, 2014
Investors hungry for more ETFs

Majority of investors are confident about picking products, others want help.

By CNELSON
MUTUAL FUNDS JUL 21, 2014
How much should you allocate to nontraditional bonds?

Just because the mutual fund industry has been flooding the market with nontraditional bond funds is no reason to jump blindly into the space, according to Eric Jacobson, senior fund analyst and co-head of fixed income at Morningstar Inc.

By Jeff Benjamin
ETFS JUL 21, 2014
BlackRock junk ETFs push buyers to dark corners

Buyers of junk bonds are retreating to the market's more obscure securities as the rise of exchange- traded funds fuels concern that such fast-moving cash is exacerbating price swings.

By Matt Ackermann
ETFS JUL 20, 2014
One-year anniversary fixed-income ETFs

By Andrew Leigh
ETFS JUL 20, 2014
Newly-launched fixed-income ETFs

By Andrew Leigh
ETFS JUL 20, 2014
Fixed-income ETFs with the largest inflows and outflows

By Andrew Leigh
ETFS JUL 20, 2014
Fixed-income ETFs ranked by quarterly returns

By Andrew Leigh
ETFS JUL 20, 2014
Equity ETFs with the largest inflows and outflows

By Andrew Leigh
ETFS JUL 20, 2014
One-year anniversary equity ETFs

By Andrew Leigh
ETFS JUL 20, 2014
Newly-launched equity ETFs

By Andrew Leigh
ETFS JUL 20, 2014
Equity ETFs ranked by quarterly returns

By Andrew Leigh
RIA NEWS JUL 18, 2014
Schwab adding Morningstar Office to its RIA platform

Deal part of custodian's integration initiative with tech product providers.

By Joyce Hanson
EQUITIES JUL 17, 2014
European economic growth disappoints, adding pressure to the ECB strategy

On the menu for today's <i>Breakfast with Benjamin</i>, European economic growth falls short of economists' expectations, plus news on Citigroup, ETFs and much more.

By Jeff Benjamin
MUTUAL FUNDS JUL 16, 2014
Vanguard faces tax evasion charges in ex-employee's whistleblower suit

Ex-employee alleges low-cost fund provider operated as an illegal tax shelter, avoiding about $1 billion in taxes over 10 years

By Trevor Hunnicutt
EQUITIES JUL 16, 2014
CEO cussing is now a gosh darn market indicator

On today's <i>Breakfast with Benjamin</i> menu, learn about an odd new market indicator, the implications of ongoing investor optimism and much more.

By Jeff Benjamin