Mutual Funds

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ALTERNATIVES JAN 21, 2015
As oil prices fall, investment opportunities emerge

Boon for MLPs, and a boost for holiday sales

By Jeff Benjamin
PRACTICE MANAGEMENT JAN 21, 2015
Brokers warned to beef up training on complex products

Regulators alarmed at lack of knowledge brokers demonstrate about the products they're selling.

By Mark Schoeff Jr.
Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets
EQUITIES JAN 20, 2015
Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets

What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach.

By Jeff Benjamin
BlackRock fund removed from UBS 'select' list
WIREHOUSES JAN 18, 2015
BlackRock fund removed from UBS 'select' list

Large wirehouse voices concerns over fund performance, management.

By Trevor Hunnicutt
U.S. economy reclaims post as global growth engine
RIA NEWS JAN 18, 2015
U.S. economy reclaims post as global growth engine

On Monday's <i>Breakfast with Benjamin</i>, the U.S. economy reclaims the post of global growth engine, though the Federal Reserve remains all quiet on the rate hike front. Plus: How to invest when a rosy jobs report hurts stocks, Goldman picks a list of losers, and millennials go home for financial advice.

By Jeff Benjamin
Europe and Asia may be a mess, but long-term investors can find opportunities there
EQUITIES JAN 16, 2015
Europe and Asia may be a mess, but long-term investors can find opportunities there

Valuations and fundamentals make the case for a contrarian international move

By Jeff Benjamin
Fed confidence in the U.S. economy starts to wane
EQUITIES JAN 16, 2015
Fed confidence in the U.S. economy starts to wane

In Thursday's <i>Breakfast with Benjamin</i>, oil prices and consumer spending add a hint of concern about the economy to the Federal Reserve's outlook. Plus: Fido app adds new twist to stock picking, retired Franklin Resources billionaire tangles history, and BlackRock added as many ETFs as it shut down last year.

By Jeff Benjamin
Managed futures funds shine anew, but mystery remains
EQUITIES JAN 16, 2015
Managed futures funds shine anew, but mystery remains

As market volatility spikes and correlation between various asset classes breaks down, managed futures strategies are enjoying their day in the sun once again. But advisers need to do some heavy lifting before jumping in, because performance varies widely and fees can be extreme.

By Jeff Benjamin
RETIREMENT PLANNING JAN 16, 2015
Lifetime income to reach defined-contribution retirement plans, but not anytime soon

Existing products don't fit within the broad regulatory guidelines governing a lifetime income option that contains a deferred annuity offered within a target date fund.

By Robert Steyer
MUTUAL FUNDS JAN 15, 2015
JPMorgan ranks more of its mutual funds in the top than Morningstar, Lipper

Firm's analysis shows 85% of fixed-income funds with 10-year records rank in top half of their categories; 83% of stock funds.

By Bloomberg
Vanguard's funds reach new heights
RETIREMENT PLANNING JAN 15, 2015
Vanguard's funds reach new heights

Vanguard Group surpassed State Street Global Advisors as the second-largest ETF provider, a new milestone following a year that was filled with them.

By James Comtois
Dimensional Fund Advisors picks advisers, not stocks, and it works
EQUITIES JAN 15, 2015
Dimensional Fund Advisors picks advisers, not stocks, and it works

With its data-driven models, the company, which puts advisers through a rigorous process before allowing them to use its funds, attracted the third-most money in 2014, behind only Vanguard and JPMorgan. Here's how.

By Bloomberg
BlackRock attracts record flow in 4Q amid ETF demand, Pimco turmoil
ETFS JAN 15, 2015
BlackRock attracts record flow in 4Q amid ETF demand, Pimco turmoil

Total new cash reaches $87.8 billion, including $44 billion into iShares.

By Bloomberg
A case for getting bold on gold
EQUITIES JAN 15, 2015
A case for getting bold on gold

On today's <i>Breakfast with Benjamin</i>, are investors ready to run back into precious metals? Plus: What a breakup of JPMorgan Chase would look like, seeing 2015 through the eyes of Jeffrey Gundlach, and the pros and cons of living in a state with no income tax.

By Jeff Benjamin
MUTUAL FUNDS JAN 14, 2015
Bill Gross owns majority of Janus bond fund he runs

Billionaire fund manager and family hold shares worth $739 million.

By Bloomberg
Gross eats his own cooking at Janus, putting more than $700M in his fund
ETFS JAN 14, 2015
Gross eats his own cooking at Janus, putting more than $700M in his fund

The former Bond King invested more than $700 million of his own money in his unconstrained bond fund, according to Janus Capital Group CEO Dick Weil. The news sparked a rally in Janus shares.

By Bloomberg
ETFS JAN 14, 2015
Bond ETFs defied pundits in the fourth quarter

Although it took until October for the Fed to wind down its bond buying, markets had a radically different reaction than had been forecast: Bonds rose in value.

By Jeff Tjornehoj
Eaton Vance lands first outside firm to license 'nontransparent' NextShares
MUTUAL FUNDS JAN 14, 2015
Eaton Vance lands first outside firm to license 'nontransparent' NextShares

American Beacon signs on to structure that combines aspects of mutual funds and ETFs.

By Trevor Hunnicutt
Pimco Total Return lags peers for second-straight year
MUTUAL FUNDS JAN 14, 2015
Pimco Total Return lags peers for second-straight year

The flagship fund, which suffered heavy withdrawals last year, failed to meet ex-boss Bill Gross' forecast that it would be on top by the end of 2014, recording a second-straight year of trailing most of its peers. The fund is poised to benefit from rising rates in 2015.

By Bloomberg
Custom target date funds gaining in DC plans: Report
RETIREMENT PLANNING JAN 13, 2015
Custom target date funds gaining in DC plans: Report

DOL tip in 2013 prompts plans to take a look at how the funds fit.

By Robert Steyer