Mutual Funds

Displaying 5353 results
Pimco's Gross says bank fees to hold cash 'unheard of'
MUTUAL FUNDS SEP 02, 2011
Pimco's Gross says bank fees to hold cash 'unheard of'

Pimco's Bill Gross said Bank of New York Mellon Corp.'s decision to charge clients for large deposits shows how the government's efforts to revive the economy are distorting markets and hurting savers.

By Doug Cubberley
BlackRock looks to roll out 13 actively managed ETFs
ETFS SEP 01, 2011
BlackRock looks to roll out 13 actively managed ETFs

Seeks permission from SEC; could pose big threat to equity mutual funds

By John Goff
ETFS SEP 01, 2011
ETF volume soars as clients hedge bets

Wagering on direction of stocks, not individual shares

By John Goff
Most successful ETF launched this year? Big surprise
ETFS AUG 24, 2011
Most successful ETF launched this year? Big surprise

The large inflows into WisdomTree's Asia local-debt fund speaks volumes about investor enthusiasm for U.S. stocks and Treasuries

By Jessica Toonkel
ALTERNATIVES AUG 21, 2011
Investors using ETPs more for risk management

Stomach-turning global volatility has bolstered demand for certain alternative exchange-traded products used by institutions to hedge their portfolios or make directional bets quickly in order to profit from market instability

By Thao Hua
This global fund No. 1 — and you probably never heard of it
MUTUAL FUNDS AUG 16, 2011
This global fund No. 1 — and you probably never heard of it

Reynolds Blue Chip Growth returned nearly 40% over the past year; only $260M in assets

By John Goff
Once more into the breach: Investors exiting bond funds, piling into stocks
MUTUAL FUNDS AUG 16, 2011
Once more into the breach: Investors exiting bond funds, piling into stocks

First net inflows into equity funds in four months; the price is right

By John Goff
MUTUAL FUNDS AUG 15, 2011
'Go-anywhere' funds deliver as promised

If last week's volatility was a test, go-anywhere funds passed.

By Dan Jamieson
ETFS AUG 15, 2011
Inflation hedges attractive, but...

By Jessica Toonkel
MUTUAL FUNDS AUG 14, 2011
Morningstar cuts ratings on funds from DWS, Schwab target series

By Darla Mercado
Money funds get $38B deposits after debt-ceiling deal
LIFE INSURANCE AND ANNUITIES AUG 12, 2011
Money funds get $38B deposits after debt-ceiling deal

Money-market mutual funds took in $24.9 billion yesterday, bouncing back from their second-worst week of withdrawals, as investors unsettled by the debate over raising the U.S. debt ceiling returned to the market.

By Doug Cubberley
Target date glide paths are 'unstable' at some major plan providers
MUTUAL FUNDS AUG 12, 2011
Target date glide paths are 'unstable' at some major plan providers

Ibbotson Associates Inc. looked at 21 major target date fund families and found that a target date fund's asset allocation generally becomes more conservative as employees age.

By Bloomberg
Volatility as an asset class
ETFS AUG 09, 2011
Volatility as an asset class

Thanks to the exchange-traded fund industry, hedging stock market volatility — or betting on it — has never been easier

By Jeff Benjamin
MUTUAL FUNDS AUG 09, 2011
Advisers want skin in game, but many don't screen for it

Cern Basher won't even consider mutual funds if the portfolio managers don't have their own money invested in them, and he doesn't want to see merely a few hundred dollars in there

By Jessica Toonkel
Bank stock beatdown puts a hurt on Berkowitz, Miller
MUTUAL FUNDS AUG 08, 2011
Bank stock beatdown puts a hurt on Berkowitz, Miller

Famed fund managers heavily invested in financials; right now, not so good

By John Goff
Fear and uncertainty have ETFs on fire
ETFS AUG 08, 2011
Fear and uncertainty have ETFs on fire

U.S. exchange-traded funds took in $56.3 billion for the first half of this year, an increase of more than 50.9% from the first half of 2010, according to State Street Global Advisors' mid-year SPDR outlook.

By Jessica Toonkel
ETFS AUG 07, 2011
...model portfolios more alluring

As exchange-traded funds grow in popularity, more financial advisers are using model ETF portfolios as a low-cost way of managing their clients' money

By Jessica Toonkel
Investors 'running for cover,' yank most from stock funds since '08
MUTUAL FUNDS AUG 05, 2011
Investors 'running for cover,' yank most from stock funds since '08

Global equities funds saw $3.5 in net outflows

By John Goff
ETFS AUG 05, 2011
Wells Fargo prunes ETF lineup

By Jessica Toonkel
ETFS AUG 01, 2011
Flurry of active ETFs expected this year

After waiting for months and in some cases years, fund companies are starting to see progress on their applications to launch actively managed exchange-traded funds, according to several fund executives

By Jessica Toonkel