Mutual Funds

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RETIREMENT PLANNING NOV 12, 2015
The unique nature of target-date fund benchmarking

The wide dispersion of glide paths and asset allocations makes evaluation much more complex. And yet, TDF choice is likely the biggest investment decision for a plan.

By Greg Iacurci
Wells Fargo launching 'completely different' target date funds that take an active approach
RETIREMENT PLANNING NOV 12, 2015
Wells Fargo launching 'completely different' target date funds that take an active approach

The retirement funds, the firm's second to market, seek to give investors 80% pre-retirement income replacement.

By Greg Iacurci
ETF that bet on bitcoin has been surging
ALTERNATIVES NOV 10, 2015
ETF that bet on bitcoin has been surging

ARK Investment Management says the capricious cryptocurrency is a buy in the wake of emerging market volatility

By Bloomberg
DoubleLine's Jeff Gundlach plans new global bond fund
EMERGING MARKETS NOV 10, 2015
DoubleLine's Jeff Gundlach plans new global bond fund

DoubleLine's Jeffrey Gundlach plans a new global bond fund just as a potential Fed hike could create new risks and opportunities for managers.

By Trevor Hunnicutt
The endless and irrelevant financial woes of presidential candidates
EQUITIES NOV 09, 2015
The endless and irrelevant financial woes of presidential candidates

<i>Breakfast with Benjamin</i>: Presidential candidates are not always good at managing their own money, and voters don't care, or need to.

By Jeff Benjamin
DFA breaks into target date fund market with unique investment approach
EQUITIES NOV 04, 2015
DFA breaks into target date fund market with unique investment approach

Manager is hoping to garner assets in a crowded market through a strategy targeting the stability of investors' retirement income stream.

By Greg Iacurci
Chinese stocks go from a sell to a buy just like that
EQUITIES NOV 03, 2015
Chinese stocks go from a sell to a buy just like that

<i>Breakfast with Benjamin</i>: Emerging-markets fund manager who darted out of Chinese stocks at the best possible time is now moving back in.

By Jeff Benjamin
RETIREMENT PLANNING NOV 03, 2015
Active target date managers make tweaks ahead of Fed rate hike

Active managers have made small changes on the margins of their TDF portfolios, which could give them a short-term advantage over passive managers.

By Greg Iacurci
BlackRock to manage $87 billion money market assets for Bank of America
MUTUAL FUNDS NOV 02, 2015
BlackRock to manage $87 billion money market assets for Bank of America

Deal comes as big banks grapple with new SEC regulations that force institutional prime funds to adopt a floating share price.

By Bloomberg
RETIREMENT PLANNING NOV 01, 2015
The best- and worst-performing target date funds

Ranking funds through the third quarter of 2015

By Bloomberg
Investors facing the dark side of MLP investing
EQUITIES OCT 28, 2015
Investors facing the dark side of MLP investing

Poor performance could send the income-generating category back to direct investing, where it belongs.

By Jeff Benjamin
Closed-end funds trading at steepest discounts in eight years as investors sell ahead of rate increase
EQUITIES OCT 26, 2015
Closed-end funds trading at steepest discounts in eight years as investors sell ahead of rate increase

Strategists say pricing anomalies should be considered buying opportunity as Fed action expected to be small.

By Jeff Benjamin
Massachusetts' Galvin investigates fund pricing glitches
ETFS OCT 26, 2015
Massachusetts' Galvin investigates fund pricing glitches

Massachusetts' top securities cop is investigating the failure of an accounting platform he said delayed correct pricing for billions of dollars in mutual funds and ETFs.

By Trevor Hunnicutt
Advisers flocking to an ETF that costs more than a mutual fund
ETFS OCT 24, 2015
Advisers flocking to an ETF that costs more than a mutual fund

First Trust Dorsey Wright Focus 5 offers easy way into a popular sector rotation strategy.

By Bloomberg
Morningstar shines an ESG light on all mutual funds and ETFs
EQUITIES OCT 22, 2015
Morningstar shines an ESG light on all mutual funds and ETFs

New zero-to-100 rating would indicate the environmental, social and governance impact of a fund's holdings.

By Jeff Benjamin
Recent market volatility draws SEC scrutiny of ETFs
ETFS OCT 21, 2015
Recent market volatility draws SEC scrutiny of ETFs

Market turmoil of Aug. 24 prompts examination of how exchange-traded products are priced and traded.

By Mark Schoeff Jr.
Warren Buffett doesn't have time to fiddle with activist investing
EQUITIES OCT 21, 2015
Warren Buffett doesn't have time to fiddle with activist investing

<i>Breakfast with Benjamin</i>: Warren Buffett's distaste for activist investing boils down to simple math.

By Jeff Benjamin
ETFS OCT 18, 2015
Bond funds slump amid global crises and Fed inaction

By Jeff Tjornehoj and InvestmentNews Data
A new option for income generation: High dividend, low volatility ETFs
EQUITIES OCT 15, 2015
A new option for income generation: High dividend, low volatility ETFs

Potential is there to meet investors' objectives of capital preservation, growth and income without taking on unacceptable risk

By Rick Genoni
Gold rises from the dead
EQUITIES OCT 14, 2015
Gold rises from the dead

<i>Breakfast with Benjamin</i>: A dead asset no longer, gold shines bright above its 200-day moving average for the first time in five months.

By Jeff Benjamin