Mutual Funds

Displaying 5357 results
DoubleLine's Jeff Gundlach names deputy CIO as assets reach $100 billion
MUTUAL FUNDS JUN 01, 2016
DoubleLine's Jeff Gundlach names deputy CIO as assets reach $100 billion

By Bloomberg
Energy funds iPath, VanEck and Highland soar as oil rebounds above $50 a barrel
EQUITIES JUN 01, 2016
Energy funds iPath, VanEck and Highland soar as oil rebounds above $50 a barrel

The best performing fund was iPath's exchange-traded note (OIL), which pumped out a cumulative 81.9% gain.

By John Waggoner
EQUITIES JUN 01, 2016
Passive funds see big inflows in April

Investors yank money from stock funds in time to miss May rally.

By John Waggoner
MUTUAL FUNDS MAY 31, 2016
Wall Street turns to ETFs to sidestep illiquidity in bond market

Global fixed-income ETFs attracted $60 billion through May 25 and are on pace to exceed annual record of $93.5 billion in 2015.

By Bloomberg
China reality check halts stock rally
MUTUAL FUNDS MAY 31, 2016
China reality check halts stock rally

S&P 500 falls for first time in March, Treasuries rally

By Bloomberg
ALTERNATIVES MAY 27, 2016
The ultimate alternative investment: Really expensive watches

<i>Breakfast with Benjamin</i> Instead of timing the market, how about investing in time? Specifically, really expensive watches.

By Jeff Benjamin
EQUITIES MAY 27, 2016
Small-cap stocks gaining momentum while rates stay low

<i>Breakfast with Benjamin</i> Small caps have started to outperform, and it might be connected to the Fed's downward revision on 2016 rate hikes.

By Jeff Benjamin
EQUITIES MAY 26, 2016
Sky-high cash stockpiles expose rising investor unease

<i>Breakfast with Benjamin</i> If the heaping cash stockpiles are any indication, investors are getting more nervous by the day.

By Jeff Benjamin
Robo platforms create a new headache for human advisers: wash sales
EQUITIES MAY 26, 2016
Robo platforms create a new headache for human advisers: wash sales

Most robos boast standard safeguards to prevent wash sales on accounts on the platforms, but can't guard against non-platform trading.

By Jeff Benjamin
Avoid the TIPS rally. It's merely an inflation head-fake
MUTUAL FUNDS MAY 24, 2016
Avoid the TIPS rally. It's merely an inflation head-fake

Recent performance can be deceiving.

By Jeff Benjamin
Why it's a good thing that investors and financial advisers are bearish
MUTUAL FUNDS MAY 23, 2016
Why it's a good thing that investors and financial advisers are bearish

When's the last time a client berated you for not being bullish enough?

By John Waggoner
Money market funds come under fire in spate of 401(k) suits
RETIREMENT PLANNING MAY 23, 2016
Money market funds come under fire in spate of 401(k) suits

The suits allege that money market funds were imprudent investment choices given that their returns were lower than stable value funds.

By Greg Iacurci
ETF providers step up to defend the status quo
ETFS MAY 20, 2016
ETF providers step up to defend the status quo

As comment period ends, firms hope to ensure the SEC knows that ETFs help, and don't hurt, liquidity, price discovery.

By Jeff Benjamin
ETFS MAY 16, 2016
Bond ETFs brace for a June rate hike

Plus: Millennials don't invest like the rest of us, mid-cap stocks to the rescue, and Big Pharma pulls a fast one

By Jeff Benjamin
ETFS MAY 16, 2016
Oppenheimer's shuttered fund spotlights challenges for commodity strategies

Investors and money managers caught off guard by commodity markets.

By Jeff Benjamin
Putnam Voyager mutual fund takes its last journey
MUTUAL FUNDS MAY 16, 2016
Putnam Voyager mutual fund takes its last journey

The $3.2 billion fund, launched in 1969, will be merged into smaller large-cap growth fund.

By John Waggoner
Why the ETF acronym can be misleading
MUTUAL FUNDS MAY 13, 2016
Why the ETF acronym can be misleading

Sometimes an ETF isn't exactly an ETF

By Bloomberg
EQUITIES MAY 13, 2016
What's driving the decade of outflows from actively managed mutual funds

Much of the movement away has been led by advisers looking for cheaper and easier ways to build client portfolios.

By Jeff Benjamin
Columbia Threadneedle to buy Emerging Global Advisors
EMERGING MARKETS MAY 12, 2016
Columbia Threadneedle to buy Emerging Global Advisors

EGA is a provider of emerging markets smart-beta funds.

By John Waggoner
Move over, Puerto Rico. Illinois, New Jersey and other states face municipal bond woes, too
MUTUAL FUNDS MAY 12, 2016
Move over, Puerto Rico. Illinois, New Jersey and other states face municipal bond woes, too

Those as well as energy-producing states are seeing worsening balance sheets.

By John Waggoner