Mutual Funds

Displaying 5423 results
MUTUAL FUNDS JAN 28, 2015
Gundlach's DoubleLine pulls in record cash

Top performance in 2014 combined with Gross' Pimco exit draw investors to the tune of $3 billion.

By Bloomberg
OPINION JAN 27, 2015
Closed-end funds can offer opportunities, but they come with risks

Not nearly as popular as open-end mutual funds, they provide advantages for long-term investors who can stomach some volatility.

By Thomas Hoops
EQUITIES JAN 26, 2015
Citigroup says oil is going from cheap to dirt cheap

<i>Breakfast with Benjamin</i>: Could $20 oil really happen? According to Citigroup, It's impossible to call a bottom point. Plus: Morningstar crowns the 'best' liquid alts fund, another oil producer feels the pain, and the case for active management gets stronger.

By Jeff Benjamin
It's getting easier to tell good stocks from bad
EQUITIES JAN 26, 2015
It's getting easier to tell good stocks from bad

2015 is shaping up to be a better year for active equity management.

By Bloomberg
MLP funds, once seemingly immune, show signs of frailty as energy prices fall
EQUITIES JAN 26, 2015
MLP funds, once seemingly immune, show signs of frailty as energy prices fall

Popular category for yield-starved investors posts first quarterly decline in two years.

By Trevor Hunnicutt
ETFS JAN 26, 2015
ETFs top $2 trillion in U.S. for first time

A once-niche fund becomes the fastest-growing product in asset management.

By Trevor Hunnicutt
ETFS JAN 26, 2015
Schwab expands commission-free trading platform for ETFs

Seen as a win for investors and participating fund companies.

By Trevor Hunnicutt
MUTUAL FUNDS JAN 23, 2015
SEC to examine mutual fund distribution fees starting next week

After decade of industry evolution, agency hopes to get up to speed.

By Mark Schoeff Jr.
EQUITIES JAN 22, 2015
Dynasty hires Scott D. Welch to be chief investment officer

Service provide plans to expand investment opportunities for its network of advisory firms

By Alessandra Malito
Salient Partners buys Forward Funds with liquid alts expansion in mind
EQUITIES JAN 21, 2015
Salient Partners buys Forward Funds with liquid alts expansion in mind

Combined firm will include 36 funds and $27 billion under management.

By Jeff Benjamin
ALTERNATIVES JAN 21, 2015
A new entry point for gold investors takes on GLD

Bank of Montreal strikes while the metal is hot.

By Jeff Benjamin
Swiss franc fallout hits some liquid alt funds harder than others
EQUITIES JAN 21, 2015
Swiss franc fallout hits some liquid alt funds harder than others

Big bets, currency exposure might surprise some investors

By Jeff Benjamin
ALTERNATIVES JAN 21, 2015
Former Edward Jones rep accused of stealing from a disabled client

Plus the rest of Tuesday's <i>Breakfast with Benjamin</i>: Daniel Thibeault's missteps make the case for due diligence, U.S. economy magically defies gravity among global economies, and tax strategies that it isn't too late to employ

By Jeff Benjamin
ETFS JAN 21, 2015
ETFs losing their luster in 529 college savings plans

New report says benefits of exchange-traded funds don't make sense when nestled within the tax-advantaged 529 plans.

By Liz Skinner
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
EQUITIES 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