Mutual Funds

Displaying 5349 results
Third time lucky for ETF entrepreneur with cybersecurity fund
FINTECH AUG 18, 2015
Third time lucky for ETF entrepreneur with cybersecurity fund

Timing is key as fund, with the ticker symbol HACK, launched just before the Sony Pictures computer network was broken into.

By Bloomberg
Myths about the Investment Company Act on its 75th anniversary
OPINION AUG 18, 2015
Myths about the Investment Company Act on its 75th anniversary

It's time to set straight misconceptions about the law that regulates mutual funds and other investment companies.

By Matthew P. Fink
Precidian goes back to SEC for approval of active ETF plan
ETFS AUG 18, 2015
Precidian goes back to SEC for approval of active ETF plan

A proposal designed to put actively managed products on par with index funds in the ETF universe by allowing their holdings to be non-transparent is going back in front of securities regulators.

By Trevor Hunnicutt
Bill Gross tweaks 'shorts of a lifetime' — causing Janus fund to rise
EQUITIES AUG 17, 2015
Bill Gross tweaks 'shorts of a lifetime' — causing Janus fund to rise

China's Shenzhen Composite Index, having more than doubled in 2015, began declining about a week after the legendary bond manager made a prediction that Chinese stocks were overheated and poised to fall, and it has since plunged about 27%.

By Bloomberg
ALTERNATIVES AUG 14, 2015
Forget gold, oil could be on its way back to $100

<i>Breakfast with Benjamin:</i> The oil guru who predicted last year's rout said $100-a-barrel crude is likely to return within five years as faltering supply fails to meet demand.

By Jeff Benjamin
Private equity shop Apollo jumps into liquid alts by teaming up with Ivy Investment Management
MUTUAL FUNDS AUG 14, 2015
Private equity shop Apollo jumps into liquid alts by teaming up with Ivy Investment Management

Mutual fund firm plans strategic income and multiasset income funds that will include portion dedicated to total return strategy run by Apollo.

By Bloomberg
The S&P 500 Index is giving investors plenty of international exposure
EQUITIES AUG 13, 2015
The S&P 500 Index is giving investors plenty of international exposure

<i>Breakfast with Benjamin:</i> Companies in the S&amp;P 500 are generating less and less of their income in the U.S., which means investors might have more exposure to international markets than they think.

By Jeff Benjamin
Edward Jones: Stick to the classic bond flavors when rates rise
ALTERNATIVES AUG 13, 2015
Edward Jones: Stick to the classic bond flavors when rates rise

While alts have risen in popularity as a way to hedge Fed action, their usefulness is overstated, says strategist

By Trevor Hunnicutt
Do fund sales predict fund performance?
MUTUAL FUNDS AUG 12, 2015
Do fund sales predict fund performance?

A new study looks at the evidence and finds a link between flows and performance. The question is why.

By Trevor Hunnicutt
Don't wait till year-end to offer tax tips to high-net-worth clients
PRACTICE MANAGEMENT AUG 12, 2015
Don't wait till year-end to offer tax tips to high-net-worth clients

Advisers should take action now and proactively suggest tax-management strategies to clients rather than waiting for them to approach you.

By Joyce Schnur
Falling commodity prices draw speculators and speculation
EQUITIES AUG 12, 2015
Falling commodity prices draw speculators and speculation

Even with crude oil now hovering around $45 a barrel, there is debate over whether it is time to buy or steer clear of the global commodity.

By Jeff Benjamin
Investors flee nontraditional bond funds at the worst possible time
ALTERNATIVES AUG 12, 2015
Investors flee nontraditional bond funds at the worst possible time

Untested category suffers $4B in net outflows this year as it is about to be tested by higher rates.

By Jeff Benjamin
Investors in unconstrained bond funds capturing less than half of returns: Morningstar
MUTUAL FUNDS AUG 12, 2015
Investors in unconstrained bond funds capturing less than half of returns: Morningstar

Advisers need to provide better guidance so that clients get into &amp;mdash; and out of &amp;mdash; nontraditional bond funds at the right times.

By Trevor Hunnicutt
ALTERNATIVES AUG 11, 2015
China in the bull shop

As China sorts through a serious market plunge and economic contraction, overexposure can slice into gains

By MFXFeeder
SEC denies active ETF proposal as NextShares launches salvo against competitors
ETFS AUG 11, 2015
SEC denies active ETF proposal as NextShares launches salvo against competitors

Eaton Vance looks to win the &quot;VHS/Betamax war&quot; for the future of actively managed investments.

By Trevor Hunnicutt
DoubleLine's Jeffrey Gundlach says $40 oil is something to worry about
EQUITIES AUG 10, 2015
DoubleLine's Jeffrey Gundlach says $40 oil is something to worry about

<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach believes $40 oil is something investors should be worried about.

By Jeff Benjamin
Facebook stock-fraud venture lands fund manager in hot water
EQUITIES AUG 10, 2015
Facebook stock-fraud venture lands fund manager in hot water

<i>Breakfast with Benjamin</i>: Tampa-based fund manager to plead guilty to investment fraud in relation to $9M worth of Facebook stock he purchased then sold and was caught short when the stock price rebounded.

By Jeff Benjamin
MUTUAL FUNDS AUG 10, 2015
State Farm hit with excessive fees suit over target date funds

Plaintiffs accuse firm of receiving almost half of the management fees while a sub-adviser did most of the work.

By Mason Braswell
RIA NEWS AUG 09, 2015
American Funds making inroads with fee-based advisers

In its sales turnaround, third largest U.S. fund company relies on retention of existing advisers and lower-cost share classes.

By Trevor Hunnicutt
Pimco Total Return Fund suffered $2.5 billion drain from investors in July
MUTUAL FUNDS AUG 06, 2015
Pimco Total Return Fund suffered $2.5 billion drain from investors in July

Withdrawals mark 27th-straight month of outflows but pace continues to slow.

By Bloomberg