Mutual Funds

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Which fund firm is the favorite of advisers?
MUTUAL FUNDS NOV 01, 2012
Which fund firm is the favorite of advisers?

Despite outflows, American Funds remains top-of-mind; 'very successful relationship'

By JKEPHART
MUTUAL FUNDS NOV 01, 2012
Hidden Johnson billionaires found in Fidelity fund empire

The Johnson clan is worth $22 billion, according to the Bloomberg Billionaires Index.

By Bloomberg
ALTERNATIVES OCT 31, 2012
Franklin angles into alts with major acquisition

Acquisition expands retail-focused shop's push into alts

By Jeff Benjamin
ETFS OCT 29, 2012
ETFs may become preferred way to speculate on junk bonds

By Bloomberg
ALTERNATIVES OCT 29, 2012
Who needs CDS? ETFs can do the job now

ETFs poised to overtake credit derivatives by year-end as a way to speculate on junk bonds

By Gregory Crawford
Computer trading glitches roil exchange-traded funds
MUTUAL FUNDS OCT 29, 2012
Computer trading glitches roil exchange-traded funds

If you picked Wednesday morning as the time to trade a utilities or gold-mining exchange-traded fund, you have rotten luck.

By JKEPHART
ETFS OCT 28, 2012
Low fees not main draw to bond ETFs

By JKEPHART
MUTUAL FUNDS OCT 28, 2012
Former bond fund colleagues now competitors

By JKEPHART
RETIREMENT PLANNING OCT 28, 2012
Letters: Oct. 29

By MFXFeeder
MUTUAL FUNDS OCT 26, 2012
Low volatility on a high-yield bond fund? Swaps are the secret sauce

CDSs have helped Iron Strategic Income Fund steel itself against market gyrations

By John Goff
Vanguard launches first bond fund in three years to fight inflation
ETFS OCT 25, 2012
Vanguard launches first bond fund in three years to fight inflation

Vanguard adds a short-term TIPS fund; plans international and emerging markets bond funds for 2013

By JKEPHART
High-flying Pimco Total Return ETF finally returns to earth
ETFS OCT 25, 2012
High-flying Pimco Total Return ETF finally returns to earth

Performance now more on par with flagship mutual fund; timing is everything

By JKEPHART
Fuss' heir apparent at Loomis sails off
MUTUAL FUNDS OCT 23, 2012
Fuss' heir apparent at Loomis sails off

Long-time fixed income manager Kathleen Gaffney has left Loomis Sayles. Her destination? Rival Eaton Vance.

By JKEPHART
Fuss' new frenemy
MUTUAL FUNDS OCT 22, 2012
Fuss' new frenemy

The departure of Kathleen Gaffney from Loomis Sayles to Eaton Vance pits mentor against student

By JKEPHART
MUTUAL FUNDS OCT 21, 2012
BlackRock combines fund sales teams

By JKEPHART
MUTUAL FUNDS OCT 21, 2012
Our real benchmark is responsibility

By Robert Kapito
MUTUAL FUNDS OCT 21, 2012
Natixis acquires $13.5 billion asset manager

By Jeff Benjamin
RETIREMENT PLANNING OCT 21, 2012
The Hartford's makeover centers on mutual fund push

By Darla Mercado
MUTUAL FUNDS OCT 21, 2012
Bond managers turn bullish on bank loans

By JKEPHART
In sales revamp, BlackRock targets buy-and-holders
ETFS OCT 18, 2012
In sales revamp, BlackRock targets buy-and-holders

Active and ETF sales forces combined to deliver advisers more-complete advice; new core lineup of ETFs at the heart of the change

By JKEPHART