Mutual Funds

Displaying 5349 results
Closed-end funds could help advisers solve the dilemma of where to invest when rates go up
MUTUAL FUNDS AUG 05, 2015
Closed-end funds could help advisers solve the dilemma of where to invest when rates go up

Research finds that the overall level of closed-end fund discounts trumps interest rate changes.

By Eric Boughton
Donald Trump's investment portfolio a messy hodgepodge: advisers
EQUITIES AUG 05, 2015
Donald Trump's investment portfolio a messy hodgepodge: advisers

Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. <i>(See <a href="//www.investmentnews.com/gallery/20150723/FREE/723009998/PH&quot;" target="&quot;_blank&quot;" rel="noopener">the top five fund companies holding Mr. Trump's money</a>.)</i>

By Trevor Hunnicutt
MUTUAL FUNDS AUG 04, 2015
RBC cutting expenses on four mutual funds to draw advisers, investors

Expense ratios to be cut between 39% and 44% for new and existing shareholders through October 2017.

By Jeff Benjamin
Puerto Rico's uncertain future leaves muni bond fund investors in limbo
MUTUAL FUNDS AUG 04, 2015
Puerto Rico's uncertain future leaves muni bond fund investors in limbo

All is not lost: 'You might get 90 cents on the dollar, or you might get 30 cents on the dollar.'

By Jeff Benjamin
Long/short equity, event-driven liquid alt funds top stocks in first half
ALTERNATIVES AUG 04, 2015
Long/short equity, event-driven liquid alt funds top stocks in first half

Flows turn mixed but overall universe expected to grow by 5% this year to about $495 billion.

By Jessica Rabe
ETF trading tops U.S. GDP as turnover reaches 870% a year
ETFS AUG 04, 2015
ETF trading tops U.S. GDP as turnover reaches 870% a year

In the past 12 months investors traded $18.2 trillion worth of exchange-traded fund shares, which means the amount of dollars exchanging hands through ETFs is now more than the U.S. gross domestic product, which stands at $17.4 trillion.

By Bloomberg
ETFS AUG 04, 2015
Here's why advisers should avoid leveraged ETFs

The compounding effect in leveraged ETFs is a bit like a full moon. It's pretty when it happens, but it is the exception and not the norm. Normally, the daily resetting can hurt investors over longer holding periods. Gold miner ETFs offer a case study.

By Bloomberg
Lessons from a walk through the ETF graveyard
ETFS AUG 04, 2015
Lessons from a walk through the ETF graveyard

Although the exchange-traded product business is booming, that doesn't mean a lot of funds aren't being closed, which could be one sign of a healthy market.

By Ari I. Weinberg
ETFS AUG 04, 2015
ETF pioneer Ben Fulton launches torpedo at an idea he helped popularize

Former PowerShares executive says the exchange-traded fund world includes &#8220;some really ill-conceived ideas.&#8221;

By Trevor Hunnicutt
Puerto Rico's default could ripple through average Americans' portfolios
EQUITIES AUG 03, 2015
Puerto Rico's default could ripple through average Americans' portfolios

<i>Breakfast with Benjamin</i>: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?

By Jeff Benjamin
ETFS AUG 03, 2015
Bond ETFs suffer through a disappointing quarter

Fixed income funds suffer as investors see the Federal Reserve getting closer to raising rates

By Bloomberg
ETFS AUG 03, 2015
Socially responsible strategies largely absent from ETF landscape

Among U.S.-listed exchange-traded products, 10 &#8220;socially responsible&#8221; products account for only $1.14 billion, or just 0.06% of ETP assets.

By Ari I. Weinberg
Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed
EQUITIES JUL 31, 2015
Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed

Pandering move says plenty about the candidate and her economic sense.

By Jeff Benjamin
ETFS JUL 30, 2015
Liquidity alert: If it's dead dry, then think twice before you buy

It looks like somebody got killed on this after-hours exchange-traded note trade. The lesson? Beware thinly traded securities with a bid/ask spread you could drive a truck through.

By Bloomberg
MLPs yield headaches for advisers who bought them for income
ALTERNATIVES JUL 30, 2015
MLPs yield headaches for advisers who bought them for income

Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.

By Trevor Hunnicutt
ETFS JUL 30, 2015
Pimco's brand takes a hit by advisers in wake of Gross exit but still ranks among top firms

New research finds the firm that Bill Gross built, then left, lost some favor with advisers over the last year. <i>(Don't miss the <a href=&quot;http://www.investmentnews.com/gallery/20150720/FREE/720009999/PH&quot; target=&quot;_blank&quot;>Top 10 most trusted mutual fund companies</a>.)</i>

By Trevor Hunnicutt
It's time to take a close look at your bond portfolio
RETIREMENT PLANNING JUL 29, 2015
It's time to take a close look at your bond portfolio

<i>Breakfast with Benjamin</i> We all know a rate hike is coming, and ignoring it is not a plan &amp;mdash; so the time is now to look at bond allocations.

By Jeff Benjamin
PRACTICE MANAGEMENT JUL 29, 2015
Liquidity restrictions haunt money-market funds

As investors hunt for yield and security, money-market fund managers detail their changes.

By Trevor Hunnicutt
RETIREMENT PLANNING JUL 28, 2015
Crashing commodity prices will give the Fed one more reason to not raise rates

<i>Breakfast with Benjamin</i>: Crashing commodity prices are real, and the result might be another delay to the Fed's rate hike.

By Jeff Benjamin
ETFS JUL 28, 2015
Equity ETFs stretch their winning streak to three quarters in a row

Plus all the latest data on equity ETFs' second quarter performance

By Tom Roseen and InvestmentNews Data