Mutual Funds

Displaying 5353 results
MUTUAL FUNDS OCT 01, 2010
Loomis Sayles rolls out all-weather real return fund

Loomis Sayles & Co. has launched a multisector bond fund aimed at advisers who want a way to protect their clients against inflation, deflation and stagflation.

By Jessica Toonkel
FINTECH OCT 01, 2010
Pricing improvements? Taking the pulse of the internet space

In February, S&P Equity Analyst Scott Kessler raised his fundamental outlook on the internet software & services industry to positive from neutral, reflecting what he views as a stabilized global economy that would contribute to more overall advertising spending, an increasing percentage of related budgets being committed to the Internet (versus so-called traditional media), and pricing for associated online offerings that is showing signs of improvement

By Standard and Poor's
ETFS OCT 01, 2010
ETF providers consider curbing market orders

A prohibition on market orders for exchange-traded funds would help prevent another “flash crash,” ETF providers told attendees at an industry gathering in New York this morning.

By Bloomberg
RETIREMENT PLANNING SEP 30, 2010
Money funds may prove a tough sell for clients of SSgA stable-value funds

By Douglas Appell
ETFS SEP 30, 2010
SSgA launches first international-corporate-bond ETF

The SPDR Barclays Capital International Corporate Bond ETF Ticker:(IBND) began trading on the New York Stock Exchange Arca today.

By Jessica Toonkel Marquez
MUTUAL FUNDS SEP 29, 2010
Bond stampede turning mutual fund world on its head

By Bloomberg
SEC looking into advisers' sales of model ETF portfolios
ETFS SEP 28, 2010
SEC looking into advisers' sales of model ETF portfolios

The Securities and Exchange Commission is examining the burgeoning business of financial advisers' selling model portfolios of exchange-traded funds.

By Jessica Toonkel
MUTUAL FUNDS SEP 27, 2010
Hodges Capital boss blasts re-categorization by Morningstar: 'They have never liked us'

Chairman of Hodges Capital Management contends that change in fund's category cost firm $83 million in outflows

By Bloomberg
MUTUAL FUNDS SEP 27, 2010
Biggest 12(b)-1 reform losers? These three firms

AllianceBernstein Holding LP, Franklin Resources Inc. and Waddell & Reed Financial Inc. are the three publicly traded mutual fund companies with the most at stake pending the SEC's 12(b)-1 reform.

By Jessica Toonkel
House backs streamlining of mutual fund taxes
MUTUAL FUNDS SEP 26, 2010
House backs streamlining of mutual fund taxes

Bill marks first attempt to update law since 1986; would likely lead to fewer amended returns

By Mark Schoeff Jr.
ALTERNATIVES SEP 26, 2010
The new gold standard

Chalk up another hard-earned lesson from the financial crisis: Investors in limited partnerships, the structure of choice for most alternative investments, discovered that giving up liquidity in exchange for higher returns wasn't such a good idea after all.

By Dan Jamieson
MUTUAL FUNDS SEP 24, 2010
Federated to buy SunTrust's $17B money market unit

SunTrust Banks says it's reached a deal with Federated Investors for a partial sale of its RidgeWorth Investments subsidiary.

By Associated Press
MUTUAL FUNDS SEP 19, 2010
Will Supreme Court reverse decision in Janus lawsuit?

The securities industry hopes that the Supreme Court will reverse a lower-court decision that it fears could put all mutual fund companies and financial advisers who sell their funds at a greater risk of being targets of class actions, observers say.

By Jessica Toonkel
MUTUAL FUNDS SEP 17, 2010
Loomis Sayles to launch high-yield mutual fund

By Bloomberg
ETFS SEP 17, 2010
The top-performing commodity funds this year

By mlanche
ETFS SEP 17, 2010
John Bogle: ETF speculation 'insane' for longer-term investors

Speculating through exchange-traded funds isn't prudent for longer-term investors, according to John C. Bogle, who created the first index mutual fund in 1975.

By Bloomberg
MUTUAL FUNDS SEP 14, 2010
Post-Dreman, funds' investors may find ride smoother

Dreman Value Management looks to dampen volatility by promoting Hoover to sole CIO; seeking 'alpha from more than a few stocks'

By Jessica Toonkel
ETFS SEP 12, 2010
Vanguard in focus as it takes on SSgA with S&P 500 ETF

Financial advisers are keeping a close eye on The Vanguard Group Inc.'s new Standard & Poor's 500 ETF to see how the exchange-traded fund performs and whether it can compete with State Street Global Advisors Inc.'s SPDR S&P 500 ETF (SPY).

By Bloomberg
Schwab shells out for $4B active ETF manager
RIA NEWS SEP 09, 2010
Schwab shells out for $4B active ETF manager

The Charles Schwab Corp.'s move into active ETF management with the acquisition of Windward Investment Management Inc., which was announced today, didn't come as a surprise to advisers, who gave it high marks.

By Dan Jamieson
ALTERNATIVES SEP 07, 2010
Altegris Advisors launches actively managed futures fund

Altegris Advisors LLC is looking to tap into the growing demand for managed- futures investing with its own actively managed fund, Altegris Managed Futures Strategy Fund Ticker:(MFTAX).

By Jeff Benjamin