There is a disconnect between how some of the largest mutual fund firms' brands are perceived by many advisers and the actual performance of the funds, according to a recent survey conducted by Cogent Research LLC of Cambridge, Mass.
The current pace of growth in the defined contribution arena could tilt the majority of mutual fund ownership to institutional investors by 2012, according to a report released late yesterday by Cerulli Associates Inc.
Given last year's investment results, especially in 2010 target date funds, there are many who question whether the target date fund concept itself is fatally flawed.
Consumer cyclical stocks, junk bonds, financial stocks and emerging-markets stocks were among the biggest losers last year, but during the first six months of this year, they propelled a handful of mutual funds to the top of the performance charts.
At least three brokerage firms have decided not to sell leveraged exchange traded funds a month after the Financial Industry Regulatory Authority Inc. warned brokers that they “typically are unsuitable for retail investors” who hold them longer than a day.
Old Mutual Capital Inc. of Denver today announced a plan to eliminate about 45 administrative and sales positions over the next eight months as the firm looks to shrink its mutual fund lineup by about half.
A top index provider is considering offering its own lineup of exchange traded funds, but just what those funds would look like is a mystery.
FundQuest Inc. of Boston has expanded the offerings on its managed-accounts platform to include select alternative strategies.
The market's decline is taking its toll on mutual funds.
The reputation of exchange traded products that give investors access to commodities took a hit this month when one of the largest exchange traded commodities pools — the $3.61 billion U.S. Natural Gas Fund LP (UNG) — was forced to stop issuing new shares.
Financial advisers are troubled by an administration proposal that would allow the Securities and Exchange Commission to ban commissions and take other sweeping actions regarding their fees.
On paper, the case for investing in natural gas is straightforward: It is a clean, largely domestic fuel now selling at 74% below its peak price of a year ago.
Charles Schwab Investment Management Inc. has filed papers with the Securities and Exchange Commission to offer nine exchange traded funds.
Securities and Exchange Commission Chairman Mary Schapiro has called on Congress to allow broker-dealers to compete on commissions they charge when they sell mutual fund shares.
Investors returned to mutual funds en masse during the second quarter, but appear to be proceeding with caution when it comes to riskier funds, according to a new report from Strategic Insight Mutual Fund Research and Consulting LLC.
The stock rally that begin in March boosted target date funds to an average return of 15.5% in the second quarter, ending a dismal string of six negative consecutive quarters, according to a report released today.
Investors shook off some of their caution in this year's second quarter amid a rising market, shifting the largest amount into stock and bond mutual funds in more than two years, a fund industry consultant reported today.
Hatteras Funds has entered into an agreement to acquire Alternative Investment Partners LLC, which manages the AIP Mutual Funds.
Non-profit organizations are embracing target date funds and a majority of 403(b) plan sponsors have begun offering these funds in their plans, a study released today showed.
