Mutual Funds

Displaying 5357 results
Vanguard awash in new money as investors pour into passive funds
MUTUAL FUNDS JUL 05, 2016
Vanguard awash in new money as investors pour into passive funds

By Bloomberg
Despite congressional relief, impending Puerto Rico debt default could trip up municipal bond investors
MUTUAL FUNDS JUL 05, 2016
Despite congressional relief, impending Puerto Rico debt default could trip up municipal bond investors

OppenheimerFunds, Franklin Templeton maintain big exposure to the troubled island's debt.

By Jeff Benjamin
Unlike other active funds, First Eagle's fund champions its passion for cash
EQUITIES JUL 01, 2016
Unlike other active funds, First Eagle's fund champions its passion for cash

First Eagle Overseas Fund's large cash holdings gives it a 'leg up' when markets turn choppy.

By Jeff Benjamin
A hedge fund manager's view of liquid alternative funds
ALTERNATIVES JUN 29, 2016
A hedge fund manager's view of liquid alternative funds

<i>Breakfast with Benjamin</i> Liquid alternative strategies are growing up, and that means some growing pains.

By Jeff Benjamin
Fidelity takes on Vanguard by cutting prices on index funds, ETFs
MUTUAL FUNDS JUN 29, 2016
Fidelity takes on Vanguard by cutting prices on index funds, ETFs

The Boston fund giant is lowering expense ratios on 27 index funds and ETFs.

By John Waggoner
PRACTICE MANAGEMENT JUN 29, 2016
College savings plans to lobby for unlimited investment changes

Supporters of 529 plans want tweaks to law that caps fund changes at two per year, which could spur adviser interest in managing them.

By Liz Skinner
RETIREMENT PLANNING JUN 28, 2016
401(k) investors concentrated in low-cost mutual funds: Investment Company Institute

The larger trend toward passive investing, as well as cost-consciousness on the part of plan sponsors and general industry push to lower expense ratios, are at play.

By Greg Iacurci
Along with advisers, Fidelity, BlackRock and Vanguard urge investors to stay the course
MUTUAL FUNDS JUN 28, 2016
Along with advisers, Fidelity, BlackRock and Vanguard urge investors to stay the course

But they're remarkably short on what to buy.

By John Waggoner
What to say when clients hate you for advising international investments
PRACTICE MANAGEMENT JUN 28, 2016
What to say when clients hate you for advising international investments

First off, advisers should tell them that adding international stocks can dampen a portfolio's volatility, and increase the number of potential winners.

By John Waggoner
MUTUAL FUNDS JUN 28, 2016
Fidelity blocks opening trades on several ETF products, citing suitability concerns

The fund giant wouldn't say if regulatory pressure compelled it to impose the practice.

By John Waggoner
ETFS JUN 27, 2016
DoubleLine's Jeffrey Gundlach says gold is the place to be

<i>Breakfast with Benjamin</i> Jeffrey Gundlach is embracing the safe haven of gold: &quot;Things are shaky and feeling dangerous.&quot;

By Jeff Benjamin
Investors loving BlackRock's high-yield bond ETF thanks to Brexit
MUTUAL FUNDS JUN 27, 2016
Investors loving BlackRock's high-yield bond ETF thanks to Brexit

Junk-bond fund posted $291 million of inflows during rout.

By Bloomberg
Carlyle Group, KKR and other private equity firms target individual investors with interval funds
ALTERNATIVES JUN 27, 2016
Carlyle Group, KKR and other private equity firms target individual investors with interval funds

Weighing the pros and cons of the new registered fund

By Jeff Benjamin
Bond bears licking their wounds as stock funds lag amid low-interest rates
ALTERNATIVES JUN 23, 2016
Bond bears licking their wounds as stock funds lag amid low-interest rates

The average long-term government bond fund has soared 10.1% this year, according to Morningstar.

By John Waggoner
MUTUAL FUNDS JUN 23, 2016
Bank of America Merrill Lynch to trim mutual fund offerings

The firm hopes to make it easier for clients and advisers to understand sales charge reductions and waivers.

By John Waggoner
EMERGING MARKETS JUN 22, 2016
The high risks facing a low-yield world

Plus: How well do you know your non-traditional bond fund, debunking dividend myths, and looking like a million bucks for less

By Jeff Benjamin
Is Wall Street creating too many products?
MUTUAL FUNDS JUN 21, 2016
Is Wall Street creating too many products?

As of May, the exchange-traded fund industry has created 4,602 ETFs with 9,764 listings and assets of $2.996 billion from 247 providers on 63 exchanges.

By Barry Ritholtz
Layoffs hit Pimco, GMO as assets shrink amid flight from active management
EQUITIES JUN 21, 2016
Layoffs hit Pimco, GMO as assets shrink amid flight from active management

The departures include top managers and the closure of some funds.

By John Waggoner
EQUITIES JUN 20, 2016
Morningstar brings smart beta into the active-passive debate

<i>Breakfast with Benjamin</i> Morningstar reshuffles the deck in the active-passive debate, expanding the framework to fold in strategic beta.

By Jeff Benjamin
All eyes on alternative funds at Morningstar Investment Conference
MUTUAL FUNDS JUN 17, 2016
All eyes on alternative funds at Morningstar Investment Conference

Everyone from BlackRock to Vanguard in the alt space

By John Waggoner