Mutual Funds

Displaying 5349 results
MUTUAL FUNDS SEP 06, 2015
Cash in spotlight amid sell-off

Advisers must be prepared to give reasoned answers about moving to cash during market volatility.

By MFXFeeder
Pimco minus Bill Gross equals outflows
RIA NEWS SEP 04, 2015
Pimco minus Bill Gross equals outflows

<i>Breakfast with Benjamin</i> Pimco finds itself in choppy waters without Bill Gross at the helm.

By Jeff Benjamin
The next REIT privatization wave is underway
EQUITIES SEP 04, 2015
The next REIT privatization wave is underway

<i>Breakfast with Benjamin</i>: The swelling gap between public and private valuations is making REITs a sweet target.

By Jeff Benjamin
How advisers can benefit as the cost of private-equity investing is driven down
ALTERNATIVES SEP 04, 2015
How advisers can benefit as the cost of private-equity investing is driven down

Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.

By Rory Eakin
Massachusetts' Galvin to investigate alternative fund sales by advisers
RIA NEWS SEP 04, 2015
Massachusetts' Galvin to investigate alternative fund sales by advisers

Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.

By Trevor Hunnicutt
Puerto Rico outlines plan to clear higher debt-restructuring hurdles
MUTUAL FUNDS SEP 02, 2015
Puerto Rico outlines plan to clear higher debt-restructuring hurdles

BlackRock says commonwealth is facing a 'real solvency issue' as the risk of additional debt defaults increases.

By Bloomberg
EQUITIES SEP 01, 2015
Go-anywhere bond funds have failed to go anywhere positive over the past year

<i>Breakfast with Benjamin</i>: Nontraditional bond funds that sounded too good to be true are looking like a bust, so far.

By Jeff Benjamin
As volatility continues, more mutual funds go to cash
EQUITIES SEP 01, 2015
As volatility continues, more mutual funds go to cash

Amid market volatility, more mutual funds are playing it safe, but should they be sitting on the sidelines?

By Jeff Benjamin
Making bigger bets with smaller portfolios
EQUITIES AUG 31, 2015
Making bigger bets with smaller portfolios

A fund with a limited number of stocks might outperform in volatile markets

By Jeff Benjamin
Wild market volatility puts fresh focus on workings of ETFs
ETFS AUG 28, 2015
Wild market volatility puts fresh focus on workings of ETFs

Intraday trading is makes exchange-traded funds special but can also make them dangerous, market players say.

By Trevor Hunnicutt
Closed-end funds rise to the surface following the market mess
EQUITIES AUG 27, 2015
Closed-end funds rise to the surface following the market mess

<i>Breakfast with Benjamin</i>: All the messy stock market turmoil of the past few weeks has created a sweet opportunity in the closed-end funds space.

By Jeff Benjamin
Jeffrey Gundlach says the stock market pullback is just getting started
EQUITIES AUG 27, 2015
Jeffrey Gundlach says the stock market pullback is just getting started

<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach thinks that as painful as it's been over the past week, the markets still need a thorough housecleaning.

By Jeff Benjamin
That awkward moment when the Fed realizes it can't raise interest rates
EQUITIES AUG 26, 2015
That awkward moment when the Fed realizes it can't raise interest rates

<i>Breakfast with Benjamin</i>: William Dudley, president of the New York Fed, says delaying a rate hike until 2016 'will be awkward.'

By Jeff Benjamin
In hindsight, China's market meltdown wasn't really that bad
EQUITIES AUG 26, 2015
In hindsight, China's market meltdown wasn't really that bad

<i>Breakfast with Benjamin</i>: Now that the dust has started to settle, China's stock market meltdown doesn't seem all that awful.

By Jeff Benjamin
Exchange issue strikes Merrill Lynch, Vanguard ETF performance
ETFS AUG 26, 2015
Exchange issue strikes Merrill Lynch, Vanguard ETF performance

Analysts say price discrepancies are a reminder for advisers to use best practices when trading funds.

By Trevor Hunnicutt
Fear and greed swamp stocks as volatility spikes
EQUITIES AUG 25, 2015
Fear and greed swamp stocks as volatility spikes

Panic selling off the opening bell leads to investors buying the drop but more losses possible as all eyes focus on China's problems.

By Jeff Benjamin
Is the bull market making advisers and investors behave better?
RETIREMENT PLANNING AUG 24, 2015
Is the bull market making advisers and investors behave better?

Mutual fund investors get closer to capturing 100% of the returns of the funds they invest in, according to Morningstar.

By Trevor Hunnicutt
Guggenheim adds real estate to its smart beta lineup
ALTERNATIVES AUG 20, 2015
Guggenheim adds real estate to its smart beta lineup

First ETF to offer equal-weighted exposure to a REIT index.

By Jeff Benjamin
ETFs hit the big time as institutional investors' appetite for the funds grow
ETFS AUG 19, 2015
ETFs hit the big time as institutional investors' appetite for the funds grow

Endowments, pensions, foundations like the funds' ability to quickly and easily gain access to indexes or commodities not easily investible.

By James Comtois
Private equity manager Blackstone breaks into mutual fund business with First Eagle buy
MUTUAL FUNDS AUG 19, 2015
Private equity manager Blackstone breaks into mutual fund business with First Eagle buy

Fund company ranked in Top 10 most trusted fund firms in recent report.

By Bloomberg