Mutual Funds

Displaying 5349 results
ALTERNATIVES DEC 14, 2014
Cheap oil no reason to abandon the energy sector, strategists say

Though the energy sector has dropped 14.6% in the past three months versus a 3.5% gain for the S&P, investing experts say the innovation potential in the sector should not be ignored.

By Jeff Benjamin
ALTERNATIVES DEC 14, 2014
Buyer beware: Liquid alts are not created equal

A world where big performance disparities are the norm

By Jeff Benjamin
RIA NEWS DEC 11, 2014
Mutual Fund Store, once skeptical of ETFs, joins the fray

RIA with $9.5 billion from ordinary people branches into the funds.

By Trevor Hunnicutt
PRACTICE MANAGEMENT DEC 11, 2014
Citigroup dealt second fine for prospectus lapses

Finra said the firm failed to deliver documents after ETFs were purchased by clients.

By Trevor Hunnicutt
EQUITIES DEC 11, 2014
DoubleLine's Jeffrey Gundlach thinks the dollar will keep getting stronger

On Friday's <i>Breakfast with Benjamin</i>, Jeffrey Gundlach calls for more of the dollar's rally. Plus: Warren Buffett places an early bet on Hillary Clinton in 2016, bond manager urges maximum flexibility, and Robert Shiller picks stocks over houses.

By Jeff Benjamin
EQUITIES DEC 11, 2014
Didn't get in on the Alibaba IPO? These ETFs did

Strategic moves by two exchange-traded fund managers underscore the uniqueness of the offering.

By Jeff Benjamin
PRACTICE MANAGEMENT DEC 10, 2014
Should your clients use prepaid college tuition plans?

As more schools sign on, guarantees and tuition cost savings attract account holders.

By Liz Skinner
EQUITIES DEC 10, 2014
SPY: The ETF that's challenging Vanguard for world's biggest fund

The SPDR S&amp;P 500 Trust is a favorite of both long-term investors and short-term traders, and a good example of how an ETF can work for all kinds of investors with all kinds of goals.

By Bloomberg
MUTUAL FUNDS DEC 10, 2014
SEC bars former Oppenheimer & Co. fund manager

Agency alleged that he misrepresented the value of a private-equity fund of funds.

By Mason Braswell
EQUITIES DEC 09, 2014
Troubled SAC Capital hedge fund becomes a family office

Breakfast with Benjamin is back. Today: SAC Capital is now a family office; gold and silver start to shine; navigating bonds with ETFs; another debt-ceiling fight; cheaper gas in 2014; and the biggest product flops of 2013.

By Jeff Benjamin
Janus sees Gross as a 'game changer'
EQUITIES DEC 08, 2014
Janus sees Gross as a 'game changer'

After years of redemptions and on its third CEO, Denver investment company is giving the ball to the Bond King.

By Bloomberg
RIA NEWS DEC 08, 2014
The top 25 socially conscious funds

Ranked by one-year total return

By Andrew Leigh
ETFS DEC 08, 2014
Wells Fargo expanding bond fund and ETF use in SMAs

Firm's managed accounts can make greater use of products like bond mutual funds and ETFs over individual bonds in model portfolios.

By Trevor Hunnicutt
MUTUAL FUNDS DEC 05, 2014
All-weather bond funds sacrifice traditional benefits of core

The key is diversification, not amplification

By Robert Smith
ETFS DEC 04, 2014
IndexIQ plans two ETFs to give advisers more exposure to hedge fund strategies

New products will add to existing lineup, allowing investors to custom build alt portfolios.

By Jeff Benjamin
OPINION DEC 04, 2014
Give me a (tax) break: ETFs and tax efficiency

Breaking down some key differences between ETFs and mutual funds so you can help clients avoid unpleasant surprises.

By Grant Engelbart
Precidian Investments takes a second shot at regulatory approval for active ETFs
ETFS DEC 03, 2014
Precidian Investments takes a second shot at regulatory approval for active ETFs

A proposal backed by major active mutual fund managers gets rebooted.

By Trevor Hunnicutt
EQUITIES DEC 03, 2014
It's not too early to start worrying about a spike in oil prices

Tuesday's <i>Breakfast with Benjamin</i> features a warning over it not being too early to worry about a jump in oil prices. Plus, Vanguard ramps up its financial advice offerings, the pain of diverging global economies in 2015, and John Paulson's painful comeback effort.

By Jeff Benjamin
EQUITIES DEC 03, 2014
Political bickering aside, the health care sector is a healthy investment

The sector is up 24% this year, leading all S&amp;P subcategories.

By Jeff Benjamin
ETFS DEC 03, 2014
SEC set to approve novel Eaton Vance exchange-traded product

Less than a month after rejecting nontransparent ETFs, the SEC is ready to back a new and possibly cheaper way to trade funds.

By Trevor Hunnicutt