Mutual Funds

Displaying 5407 results
Stocks fluctuate as investors weigh ECB stimulus
MUTUAL FUNDS MAR 04, 2016
Stocks fluctuate as investors weigh ECB stimulus

Brent tops $40 for first time since December on rig count

By Bloomberg
U.S. stocks advance amid 3-week rally after mixed jobs report
MUTUAL FUNDS MAR 04, 2016
U.S. stocks advance amid 3-week rally after mixed jobs report

Economy adds more jobs than forecast, earnings lose traction

By Bloomberg
EQUITIES MAR 04, 2016
Gold's near-term future looks bright

Investors are piling in to gold funds, ETFs

By Jeff Benjamin
Best junk bond manager of decade says recession fears overdone
MUTUAL FUNDS MAR 03, 2016
Best junk bond manager of decade says recession fears overdone

Fidelity's Mark Notkin sees mid-to-high single-digit returns for 2016

By Bloomberg
Value stocks poised to take the lead from growth investing
MUTUAL FUNDS MAR 03, 2016
Value stocks poised to take the lead from growth investing

A looming earnings recession favors utilities, staples, dividend-payers.

By Jeff Benjamin
Gold rally takes a breather
ETFS MAR 03, 2016
Gold rally takes a breather

Some analysts say the pullback makes more sense than the rally

By Jeff Benjamin
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds
EQUITIES MAR 02, 2016
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds

Scoring funds for social, environmental and governance factors feeds a growing investor appetite

By Jeff Benjamin
Eaton Vance's NextShares fund meets critical reviews
EQUITIES MAR 01, 2016
Eaton Vance's NextShares fund meets critical reviews

Hybrid exchange-traded mutual fund called a 'test case', and is already receiving some skeptical reviews.

By Jeff Benjamin
MUTUAL FUNDS FEB 29, 2016
Is your 529 college plan one of the four with Morningstar gold?

Improvements to some plans include lower fees and an added layer of investment consultants.

By Liz Skinner
'Big Short' professor's fund swells in past year
MUTUAL FUNDS FEB 26, 2016
'Big Short' professor's fund swells in past year

Richard Thaler's cameo in the Oscar contending movie “The Big Short” was a rare moment of glamour for an economist who built his career studying the follies of human behavior.

By Bloomberg
EQUITIES FEB 26, 2016
The best strategy for this stock market is to own what hedge funds don't

<i>Breakfast with Benjamin</i> Turns out the key to navigating the current market environment is to do whatever hedge funds are not doing. It's that simple.

By Jeff Benjamin
MUTUAL FUNDS FEB 24, 2016
Too much gold in your investment portfolio can reduce performance

When clients want to load up on gold, financial advisers need to stress that holding more than 5% of the precious metal can weigh down their portfolios.

By John Waggoner
EMERGING MARKETS FEB 24, 2016
Emerging market debt is starting to look like a sweet deal

<i>Breakfast with Benjamin</i> Franklin Templeton and BlackRock are each making the case for a move into emerging market debt.

By Jeff Benjamin
ETFs expose high-yield divide
MUTUAL FUNDS FEB 24, 2016
ETFs expose high-yield divide

An odd thing happened on the way to last year's credit selloff: The market for risky debt broke into pieces, with some pieces becoming toxic and others remaining relatively in favor.

By Bloomberg
Keeping mutual fund cash in perspective
EQUITIES FEB 24, 2016
Keeping mutual fund cash in perspective

Most fund managers want to stay fully invested.

By Jeff Benjamin
How to handle return-hungry clients' portfolios during upticks in volatility
EQUITIES FEB 24, 2016
How to handle return-hungry clients' portfolios during upticks in volatility

Help keep clients invested for the long term, allaying real fears that their money &amp;mdash; and dreams &amp;mdash; may disappear.

By Thomas Hoops
Why Vanguard is about to engulf the financial planning industry
FINTECH FEB 24, 2016
Why Vanguard is about to engulf the financial planning industry

Steps advisers can take to avoid getting hurt by the fund giant's rise in the planning space.

By Joe Duran
MUTUAL FUNDS FEB 23, 2016
Top fund managers can't catch a break

Some very well-known mutual fund managers are having years that they probably would rather forget.

By John Waggoner
Money manager's mea culpa cost him nearly $1 million
MUTUAL FUNDS FEB 21, 2016
Money manager's mea culpa cost him nearly $1 million

Francis Chou returns fees to money-losing Opportunity Fund

By Bloomberg
EQUITIES FEB 21, 2016
Distinguishing tax efficiency from after-tax returns

<i>Breakfast with Benjamin</i> When it comes to mutual funds, it's important to understand the difference between tax efficiency and after-tax returns.

By Jeff Benjamin