Mutual Funds

Displaying 5349 results
The housing market steps up to provide a needed economic boost
EQUITIES APR 29, 2015
The housing market steps up to provide a needed economic boost

<i>Breakfast with Benjamin</i>: The solid housing market stands in contrast to the dismal first quarter GDP numbers.

By Jeff Benjamin
EQUITIES APR 29, 2015
Equity ETFs coped with increased volatility in Q1 2015

Investors inject $19.5 billion into equity ETFs in the first quarter

By Tom Roseen
EQUITIES APR 29, 2015
Vanguard tiptoes into the liquid alternatives market

New multialternative fund seen as endorsement of alts, while pressuring fees

By Jeff Benjamin
ALTERNATIVES APR 27, 2015
Morningstar founder Joe Mansueto still dreams big

Morningstar wants to become 'ubiquitous' with investors, according to founder Joe Mansueto. Will their new initiatives turn around the firm's declining share prices and profits?

By Trevor Hunnicutt
ETFS APR 25, 2015
ETFs becoming a key portfolio staple

Advisers are true believers in the tools as asset allocators, but aren't giving up on mutual funds

By Jeff Benjamin
Institutional investors warming up to ETFs
ETFS APR 24, 2015
Institutional investors warming up to ETFs

Popularity of active strategies by pensions and endowments limiting use but more coming on board.

By Randy Diamond
Wisdom Tree leverages dollar volatility to attract investor dollars
ETFS APR 24, 2015
Wisdom Tree leverages dollar volatility to attract investor dollars

Two exchange-traded funds help firm exceed $50 billion in assets.

By James Comtois
RETIREMENT PLANNING APR 23, 2015
Active or passive target-date funds have similar returns, Morningstar finds

Actively managed and passively managed target-date funds produce similar investment returns over longer time frames, new research shows.

By Robert Steyer
RETIREMENT PLANNING APR 23, 2015
Target date funds are working but they can be expensive

Target date funds are throwing off solid returns and protecting investors from their worst instincts. But they can be expensive.

By Bloomberg
Target date fund costs continue decline, thanks to competition, new low-cost funds
MUTUAL FUNDS APR 23, 2015
Target date fund costs continue decline, thanks to competition, new low-cost funds

2014 decline marked sixth-straight decrease, according to Morningstar's annual survey.

By Robert Steyer
Lessons to learn from the last Nasdaq bubble
EQUITIES APR 22, 2015
Lessons to learn from the last Nasdaq bubble

<i>Breakfast with Benjamin</i>: The Nasdaq is back to 2000 levels, but everything else is different.

By Jeff Benjamin
Mario Gabelli signs on to Eaton Vance's NextShares
ETFS APR 22, 2015
Mario Gabelli signs on to Eaton Vance's NextShares

$47 billion money manager takes first move in burgeoning exchange-traded product world

By Trevor Hunnicutt
Carlyle Group misses the mark with liquid alts
EQUITIES APR 20, 2015
Carlyle Group misses the mark with liquid alts

<i>Breakfast with Benjamin</i>: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.

By Jeff Benjamin
Morgan Stanley CEO James Gorman rakes in the big bucks
EQUITIES APR 20, 2015
Morgan Stanley CEO James Gorman rakes in the big bucks

<i>Breakfast with Benjamin</i>: A 25% pay raise to $22.5 million means it's good to be Morgan Stanley CEO James Gorman.

By Jeff Benjamin
State Street gets the cold shoulder from financial advisers
RIA NEWS APR 19, 2015
State Street gets the cold shoulder from financial advisers

<i>Breakfast with Benjamin</i>: State Street gets poor marks from financial advisers, despite dedicated efforts to mend fences and build new relationships.

By Jeff Benjamin
ETFS APR 19, 2015
ETF performance by the numbers

How ETFs are faring compared to mutual funds, which ETF companies are winning (and losing) and which investment categories investors are favoring

By Ellie Zhu
BlackRock shrinks money market lineup, affecting $200B in assets
EQUITIES APR 17, 2015
BlackRock shrinks money market lineup, affecting $200B in assets

<i>Breakfast with Benjamin</i>: The firm is closing or consolidating 20 money market funds with $200 billion in assets.

By Jeff Benjamin
In Labor Department's fiduciary proposal, a nod to passive investing
RETIREMENT PLANNING APR 15, 2015
In Labor Department's fiduciary proposal, a nod to passive investing

Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.

By Trevor Hunnicutt
Point-Counterpoint: In the battle between active and passive management, which style wins?
EQUITIES APR 15, 2015
Point-Counterpoint: In the battle between active and passive management, which style wins?

The answer to which strategy is best will depend on the scenario in question.

By Darla Mercado
The Mutual Fund Store adds new products, services as it eyes eventual IPO
RIA NEWS APR 14, 2015
The Mutual Fund Store adds new products, services as it eyes eventual IPO

The Mutual Fund Store, the 10th-biggest RIA by AUM <a href=&quot;http://data.investmentnews.com/ria/&quot; target=&quot;_blank&quot;>according to <i>IN</i>'s database,</a> is led by CEO John Bunch, who's taking a number of steps to keep growing as it eyes an eventual IPO.

By Trevor Hunnicutt