Mutual Funds

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MUTUAL FUNDS JUN 14, 2011
Still too much cycle in life cycle funds, study finds

Putnam Institute says excessive exposure to stock market gyrations bigger threat to new retirees than inflation or longevity risk

By Lavonne Kuykendall
ETFS JUN 14, 2011
Larry Fink's plan for winning over advisers

If “big,” “strong” and “mysterious” are the attributes you want for a financial brand, you can't pick a better name than BlackRock Inc.

By Jessica Toonkel
MUTUAL FUNDS JUN 14, 2011
GAO lifts hood on target date funds - and finds big problems

The Government Accountability Office has recommended several major changes to the use of target date funds in 401(k) plans after finding that investments in funds with similar end dates vary wildly

By Andrew Osterland
ProShare launches first 130/30 ETF
ALTERNATIVES JUN 14, 2011
ProShare launches first 130/30 ETF

ProShare Advisors of Bethesda, Md., today announced the introduction of the first exchange traded fund to follow a 130/30 investment strategy.

By David Hoffman
ETFS JUN 14, 2011
130/30 ProShares ETF planned

ProShare Advisors is planning to roll out what could be the first exchange traded fund to follow a 130/30 investment strategy.

By Bloomberg
MUTUAL FUNDS JUN 12, 2011
Howard Stein, former Dreyfus chairman and CEO, dies at 84

Howard Stein, who succeeded Jack Dreyfus at the helm of the Dreyfus mutual-fund company and helped turn a generation of Americans into investors, has died. He was 84.

By Mark Bruno
MUTUAL FUNDS JUN 12, 2011
In picking funds, it pays to dig deep

By Jeff Benjamin
BlackRock's break from BofA a big boost for its retail fund biz
MUTUAL FUNDS JUN 10, 2011
BlackRock's break from BofA a big boost for its retail fund biz

Asset manager's repurchasing of remaining stake held by bank opens door to other third-party wirehouse platforms; 'no longer owned by a competitor'

By Jessica Toonkel
Russell launches first six in ETF blitz
ETFS JUN 09, 2011
Russell launches first six in ETF blitz

Firm hopes to have 30 to 50 passive and active offerings on the market by the end of 2012

By Jessica Toonkel
ETFS JUN 09, 2011
Schwab unveils its ETF select list

Charles Schwab Investment Advisory Corp. has unveiled a select list of exchange-traded funds for retail investors

By Jessica Toonkel
RIA NEWS JUN 08, 2011
ETFs can present pricing problems

Advisers love exchange-traded funds. What they may not like so much: the execution of ETF trades -- particularly for less liquid funds -- can hit clients in the wallet

By Jessica Toonkel
Fidelity exec on 12(b)-1 cap: Advisers will still get paid
MUTUAL FUNDS JUN 07, 2011
Fidelity exec on 12(b)-1 cap: Advisers will still get paid

O'Hanley says expense will 'pop up' somewhere else; whack-a-mole for the SEC?

By Jessica Toonkel
MUTUAL FUNDS JUN 06, 2011
'Dumb money' getting creamed exiting muni mutual funds

John Hirsch, 57, has been buying municipal bonds during the past four months, taking advantage of falling prices as muni funds are forced to sell them to cover withdrawals

By Bloomberg
MUTUAL FUNDS JUN 06, 2011
Funds that can ride possible inflation wave

Mutual funds that invest in floating-rate bank loans have emerged as one of the most popular strategies for protecting portfolios against rising interest rates

By MFXFeeder
MUTUAL FUNDS JUN 05, 2011
American Century targets advisers

American Century Investments has never been on most advisers' radar screens

By Jessica Toonkel
MUTUAL FUNDS JUN 05, 2011
Malcolm R. Fobes III: A growth manager who's had his ups and downs

Long tenure is fairly unusual among managers of growth mutual funds

By Davis Janowski
MUTUAL FUNDS JUN 05, 2011
Brian Barish: Small portfolio keeps him focused on winners

Brian Barish is known for his ability to talk in depth about the stocks in his portfolios, often strictly from memory

By Jessica Toonkel
MUTUAL FUNDS JUN 05, 2011
Malcolm Gissen: When selecting stocks, he knows no boundaries

When Malcolm Gissen explores a potential investment, sometimes an ambulance accompanies him

By Mark Schoeff Jr.
MUTUAL FUNDS JUN 05, 2011
Funds friends like

When it comes to the most-effective use of social media by asset management companies, The Vanguard Group Inc. and Fidelity Investments probably can claim more “likes” than any of their peers

By Jessica Toonkel
MUTUAL FUNDS JUN 05, 2011
Michael Walls: Going against the grain has reaped strong returns

Michael Walls studiously avoids doing what everyone else does

By Jessica Toonkel