Mutual Funds

Displaying 5349 results
EQUITIES JUN 29, 2015
Stock buybacks come under fire from politicians

<i>Breakfast with Benjamin</i> There's a rising backlash for record-level stock-buyback programs, as Sen. Elizabeth Warren issues charges of 'stock manipulation.'

By Jeff Benjamin
EQUITIES JUN 29, 2015
Crazy as it might sound, the new all-in bet is going long on Greek stocks

<i>Breakfast with Benjamin</i>: If you've got a really strong stomach, the time looks ripe to buy the fear and jump into Greek equities.

By Jeff Benjamin
Pimco's Income Fund becomes the firm's new star
EQUITIES JUN 29, 2015
Pimco's Income Fund becomes the firm's new star

<i>Breakfast with Benjamin</i>: Pimco's Income Fund (PIMIX) is shining bright under Dan Ivascyn, raising the question: Bill Gross who?

By Jeff Benjamin
In latest test, active managers outperform bond indexes
PRACTICE MANAGEMENT JUN 29, 2015
In latest test, active managers outperform bond indexes

After a disappointing 2014, intermediate-term bond managers have found their footing.

By Trevor Hunnicutt
MUTUAL FUNDS JUN 28, 2015
The mutual fund marketplace is broken. Time to fix it.

Many share classes exist only to hide fees paid by mutual funds to brokers in exchange for feeding them business

By Dave Umstead and Jim Jasinski
PRACTICE MANAGEMENT JUN 26, 2015
Custodians' payments to RIAs for fund picks raise eyebrows

By Mason Braswell
Oakmark's Bill Nygren: Investors penalize 'shareholder-unfriendly' CEOs too much
EQUITIES JUN 26, 2015
Oakmark's Bill Nygren: Investors penalize 'shareholder-unfriendly' CEOs too much

Top portfolio manager takes another perspective on an issue that BlackRock's Fink and other corporate critics have championed.

By Trevor Hunnicutt
Wirehouses raise clients' exposure to alternatives, but reps still just dabbling
EQUITIES JUN 24, 2015
Wirehouses raise clients' exposure to alternatives, but reps still just dabbling

The 5-10% allocation most advisers are using is not enough to manage risk

By Jeff Benjamin
PRACTICE MANAGEMENT JUN 18, 2015
Legg Mason latest mutual fund manager to step into ETFs

Fund company's new products attempt to capitalize on the growth of smart beta.

By Trevor Hunnicutt
Abandoning alternative investments at this point is based on twisted logic
EQUITIES JUN 18, 2015
Abandoning alternative investments at this point is based on twisted logic

Just because your house hasn't burned down yet doesn't mean you can skip insurance.

By Jeff Benjamin
SEC member Stein calls for scrutiny of alternative mutual funds and ETFs
PRACTICE MANAGEMENT JUN 18, 2015
SEC member Stein calls for scrutiny of alternative mutual funds and ETFs

Kara Stein says mutual funds and ETFs that use complex, illiquid strategies 'operate in a gray area'

By Mark Schoeff Jr.
ETFS JUN 18, 2015
Money managers like Jeffrey Gundlach scramble to jump into ETFs

Fund managers like DoubleLine's Jeffrey Gundlach are arriving late to the ETF game and sound ambivalent about how popular ETFs will become &amp;mdash; but they don't want to be left behind. <b><i>(More: <a href="//www.investmentnews.com/section/specialreport/20150419/ETF042015&quot;" target="&quot;_blank&quot;" rel="noopener">Our full Spotlight on ETFs special report</a>)</b></i>

By Trevor Hunnicutt
EQUITIES JUN 17, 2015
Guns, booze, cigs and sin: The Vice Fund has changed its name, but not its investment philosophy

Since inception in August 2002, the fund has an average annual return of 9.9%, beating the 8.7% for the S&amp;P 500.

By Bloomberg
EQUITIES JUN 17, 2015
F-Squared files for bankruptcy

Filing caps rise-and-fall story of an ETF manager popular with financial advisers. Broadmeadow Capital has agreed to acquire F-Squared's intellectual property, investment strategies and other assets.

By Trevor Hunnicutt
With Saudi Arabian stock market open, exchange-traded funds aren't far behind
EMERGING MARKETS JUN 17, 2015
With Saudi Arabian stock market open, exchange-traded funds aren't far behind

The earliest access point will most likely be through inclusion in the MSCI Emerging Markets Index, according to one expert.

By Jeff Benjamin
ETFS JUN 17, 2015
Legislation would allow B-Ds to publish ETF research without fear of breaking securities laws

Bill proposed by former broker passes key committee, would raise competition with Morningstar.

By Mark Schoeff Jr.
Blackstone and BlackRock are starting to cross over into each other's bread and butter
EQUITIES JUN 16, 2015
Blackstone and BlackRock are starting to cross over into each other's bread and butter

Steve Schwarzman and Larry Fink, once partners, now vie for Wall Street dominance atop their wildly successful firms.

By Bloomberg
Schwab announces money market fund updates in light of SEC's reform
MUTUAL FUNDS JUN 16, 2015
Schwab announces money market fund updates in light of SEC's reform

Firm joins slate of other managers adjusting retail and institutional money market funds to meet the new regulations borne out of financial crisis.

By Darla Mercado
Losing edge in ETFs, State Street turns to hedge funds
ALTERNATIVES JUN 15, 2015
Losing edge in ETFs, State Street turns to hedge funds

Firm is expanding hedge funds and alternative investment strategies that can be offered to individual investors, Ronald O'Hanley, the new chief of the the $2.45 trillion State Street Global Advisors.

By Bloomberg
MUTUAL FUNDS JUN 15, 2015
Best- and worst-performing fixed-income mutual funds

By category, ranked by one year total returns

By Bloomberg