Mutual Funds

Displaying 5353 results
MUTUAL FUNDS MAY 26, 2008
Reopening of small-cap funds draws financial adviser interest

A large number of small-cap funds have reopened in recent months and are drawing the attention of financial advisers.

By Bloomberg
ETFS MAY 26, 2008
Russia tempts advisers with equity choices

Russia's eight-plus-year economic expansion has spread into parts of the country's consumer and retail sectors, presenting a potentially new angle for participation among financial advisers and their clients.

By Bloomberg
ETFS MAY 26, 2008
Training offered for new exchange traded products

Faced with waves of new exchange traded products, financial advisers are at a loss as to how best to put them to work, a dilemma that is leading product providers to offer more robust educational services.

By Bloomberg
MUTUAL FUNDS MAY 26, 2008
Fund is managed without human emotion

If you called Daniel Sido's approach to money management robotic, he probably wouldn't mind.

By Bloomberg
MUTUAL FUNDS MAY 20, 2008
SSgA launches emerging-markets ETF

State Street unit launched the SPDR S&P Emerging Markets Small Cap ETF on the New York-based American Stock Exchange.

By Bloomberg
MUTUAL FUNDS MAY 20, 2008
Fido fund to focus on international markets

Fidelity Investments of Boston today launched a new international equity fund which involves multiple emerging markets.

By Bloomberg
MUTUAL FUNDS MAY 19, 2008
Board chairmen, independent directors band together

To preserve their watchdog role and face down calls for change, independent mutual fund board chairmen and lead independent directors are banding together.

By Bloomberg
MUTUAL FUNDS MAY 19, 2008
Oppenheimer reopens value fund

A rough start to the year has become a kind of backhanded blessing to the Oppenheimer Small & Mid Cap Value Fund (QVSCX).

By Bloomberg
MUTUAL FUNDS MAY 19, 2008
12(b)-1 fee fix plan gets mixed reaction

The mutual fund industry should consider itself lucky if, as expected, the SEC this summer recommends placing a cap on 12(b)-1 fees some investor now pay annually via "level loads," industry experts said.

By Bloomberg
MUTUAL FUNDS MAY 19, 2008
FRC halts public release of fund flows

Financial Research Corp. has stated that it will no longer make available firm-specific fund flow data to the general public, the media and others who have not paid to receive it.

By Bloomberg
ETFS MAY 19, 2008
Cousins create firm with flat fees, passive investing

Bob Luxenberg was trying to decide where to invest several million dollars that he had earned building technology businesses in Silicon Valley when he unearthed his latest venture.

By Bloomberg
ETFS MAY 14, 2008
WisdomTree, Dreyfus unveil non-U.S. ETFs

The ETFs will seek to earn current income reflective of money market rates available to U.S. investors in the specified country or region.

By Bloomberg
MUTUAL FUNDS MAY 12, 2008
High oil prices fuel Brazil's ethanol boom

Record-setting oil prices are driving investments in Brazil's bustling sugar cane ethanol industry.

By Bloomberg
MUTUAL FUNDS MAY 12, 2008
The merits of small companies

Although U.S. investors have poured billions into international stock investments in recent years, most have overlooked international small- and mid-cap stocks.

By Bloomberg
MUTUAL FUNDS MAY 12, 2008
Advisers, investors put faith in Catholic funds

The market may be drifting, but many of America's 60 million Roman Catholics are sure of the investment path they have chosen: mutual funds guided by Catholic ethical and moral principles.

By Bloomberg
MUTUAL FUNDS MAY 12, 2008
Advisers are wary of retirement income funds

As fund companies experiment with retirement income solutions, financial advisers and investors are worried about products that are designed to leave participants with a zero balance.

By Bloomberg
RETIREMENT PLANNING MAY 12, 2008
ICI meeting covers use of alternatives in funds

The use of alternative hedge-fund-like strategies within mutual funds was a hot topic of discussion last week at the Investment Company Institute's 50th annual general membership meeting in Washington.

By Bloomberg
MUTUAL FUNDS MAY 12, 2008
Micro-cap funds may present an opportunity

Micro-cap stocks are beaten down to the point where the mutual funds that invest in them are starting to see new opportunities.

By Bloomberg
MUTUAL FUNDS MAY 12, 2008
New fund offers technology twist to alternative energy investment

Amid concerns about rising energy costs, Firsthand Capital Management Inc. is widening its focus on technology to include alternative energy.

By Bloomberg
MUTUAL FUNDS MAY 07, 2008
Schwab to debut active international fund

The mutual fund will hold between 100 and 200 securities and track the MSCI EAFE index.

By D Hampton