Mutual Funds

Displaying 5357 results
EQUITIES JUL 22, 2013
The Takeaway: SEC warns money funds about defaults

By Joshua Brown
EQUITIES JUL 19, 2013
The Takeaway: Welcome to the world's most hated stock market

By Joshua Brown
MUTUAL FUNDS JUL 18, 2013
Vanguard sees first net outflows in 20 years

Investors yanked $9.7 billion in first month of outflows since 1994

By JKEPHART
MUTUAL FUNDS JUL 17, 2013
Fidelity's William Danoff goes all in to beat index

Contrafund boss one of the last gunslinger stock pickers; will what he corrals be OK?

By JKEPHART
MUTUAL FUNDS JUL 17, 2013
Active share shines light on funds' alpha potential

Portfolio managers need to put some distance between their holdings and their benchmarks

By JKEPHART
MUTUAL FUNDS JUL 17, 2013
Virtus defies expectations

The asset management company's shares have soared as its fund offerings have grown

By AOSTERLAND
ETFS JUL 11, 2013
Fee war redux? State Street ETFs undercut iShares and Vanguard

Russell 1000, 2000 and 3000 funds cheapest on the market

By JKEPHART
MUTUAL FUNDS JUL 10, 2013
Passive investing movement hits target date funds

Passively managed target date funds outsold actively managed target date funds for the first time last year. Will the trend continue?

By JKEPHART
MUTUAL FUNDS JUL 09, 2013
ETF sponsors getting active in bond arena

By JKEPHART
MUTUAL FUNDS JUL 09, 2013
Busting the myth of manager diversification

Rick Ferri's firm finds that the more active funds held, the higher the underperformance

By JKEPHART
EQUITIES JUL 06, 2013
The Takeaway: Five investing lessons of 2013 ... so far

By Joshua Brown
MUTUAL FUNDS JUL 01, 2013
Fidelity target date funds draw fire from consulting firm

Center for Due Diligence says performance of fund giant's TDFs lags large competitors'

By Darla Mercado
EQUITIES JUN 22, 2013
The Takeaway: Panicked ETF sellers nailed with sharp NAV discounts

By Joshua Brown
MUTUAL FUNDS JUN 20, 2013
Where are the fund shareholders' yachts?

By JKEPHART
EQUITIES JUN 20, 2013
Bill Miller's old fund starts a new streak

Under new management, Value Trust back in the black

By JKEPHART
MUTUAL FUNDS JUN 19, 2013
Why John Bogle is both gratified and terrified by Vanguard's success

Index-fund creator taken aback by the company's dominance in the industry; index fund 'gold ignot'

By JKEPHART
ETFS JUN 19, 2013
Passive investing: If it's good enough for CalPERS ...

Giant pension plan's possible full-on switch to index funds speaks volumes

By JKEPHART
ETFS JUN 17, 2013
ETF sponsors getting active in bond space

Rising rates, volatility in fixed income markets, plus Gross' big success, drive efforts.

By AOSTERLAND
ALTERNATIVES JUN 17, 2013
Alternative bond funds get a C grade

Alternative bond funds passed their first real test last month. Barely. The funds, marketed to advisers as a way to avoid the drama of rising interest rates without ditching bonds, 'could have been a little more hedged' one analyst says.

By JKEPHART
John Bogle has already won
ETFS JUN 17, 2013
John Bogle has already won

Investors have poured money into the lowest-cost funds and ETFs over the past decade, data show

By JKEPHART