Mutual Funds

Displaying 5349 results
EQUITIES JUN 20, 2014
Iraq's instability spreads to the world's weaker currencies

<i>Breakfast with Benjamin:</i> Currencies feeling pressure from Iraq. Plus: Gold bugs still not convinced of the next big move, select energy stocks correlate with Iraq unrest, Americans are unable to save money in this economy, and the SEC zeros in on liquid alternative funds.

By Jeff Benjamin
RETIREMENT PLANNING JUN 19, 2014
Potholes litter road to ETF investment by DC plans

Even as the technical barriers are eclipsed, doubts remain over cost and utility.

By Ari I. Weinberg
MUTUAL FUNDS JUN 18, 2014
SEC will step up information gathering from mutual fund industry

Commission is developing rule proposal to strengthen industry data received, official says.

By Mark Schoeff Jr.
FINTECH JUN 16, 2014
Covestor announces 0% management fee on ETF portfolios

Passively managed portfolios of low-cost ETFs for 'core' portion of an investor's holdings.

By Joyce Hanson
ETFS JUN 16, 2014
Gundlach to manage active ETF from State Street

SPDR DoubleLine Total Return Tactical exchange-traded fund to compete with Bill Gross' Total Return ETF.

By Gregory Crawford
EQUITIES JUN 16, 2014
Why REITs are looking like the year's hottest market sector

Today's <i>Breakfast with Benjamin</i> looks at what's propelling REITs into their position as the year's hottest market sector, plus emerging market stocks' record month, Japan's inflation woes, and much more.

By Jeff Benjamin
EQUITIES JUN 15, 2014
Clintons jump through financial planning loopholes to dodge estate taxes they support

<i>Breakfast with Benjamin:</i> Brokers pouncing on 401(k) biz. Plus: The Clintons dodge the estate taxes they support. The Fed wants to add exit fees to bond funds, U.S. banks on the edge of new funding rules, Congress mulls investor confidence on your dime, El-Erian sides with the IMF, and merger mania is alive and well.

By Jeff Benjamin
MUTUAL FUNDS JUN 15, 2014
Best- and worst-performing fixed-income mutual funds

By Andrew Leigh
EMERGING MARKETS JUN 15, 2014
Best- and worst-performing international fixed-income mutual funds

By Andrew Leigh
EMERGING MARKETS JUN 15, 2014
Best- and worst-performing international equity mutual funds

By Andrew Leigh
ALTERNATIVES JUN 15, 2014
Best- and worst-performing alternatives mutual funds

By Andrew Leigh
EQUITIES JUN 15, 2014
The $20 billion MainStay Marketfield fund's chicken or egg problem

Fund performance sagged as assets ballooned and performance sagged &amp;ndash; but the manager says his bad bets were the culprit.

By Jeff Benjamin
MUTUAL FUNDS JUN 14, 2014
Do mutual fund managers have an incentive to perform?

Testing the assumption that mutual fund managers focus on gathering assets to boost their compensation rather than on generating excess returns.

By Gregg S. Fisher
EQUITIES JUN 10, 2014
Oil spikes to a three-month high as Iraq's stability crumbles

<i>Breakfast with Benjamin:</i>Oil spikes as Iraq's stability crumbles. Plus: Hedge funds bristle at Obama's latest executive order, the significance of the Dow at 17,000, how active managers are helping index investors, and quantitative analysis is being applied to golf scores.

By Jeff Benjamin
EQUITIES JUN 10, 2014
Buffett is ready to double down on his wind and solar energy bet

<i>Breakfast with Benjamin:</i> Buffett doubles down on green. Plus: ECB stimulus gains traction, Apple shares at less than $100, Alibaba IPO risks, when prostitutes become currency traders, and how to buy Scotch for your dad.

By Jeff Benjamin
EQUITIES JUN 10, 2014
Bill Gross bets on shorter-term bonds in a controversial 'new neutral' strategy

<i>Breakfast with Benjamin:</i> Bill Gross' controversial new strategy. Plus: BlackRock CEO Fink calls out leveraged ETFs, nobody can agree on the gold-price decline, dealing with lump-sum pension offers, a solar company that makes sense, and the various forms of a caffeine addict.

By Jeff Benjamin
ETFS JUN 10, 2014
Bond ETFs posted a good start to 2014, though March showed its lion's side

Surprising comments by Fed chief Janet Yellen on rate hikes gave bond markets a bad scare.

By Bloomberg
ETFS JUN 07, 2014
Face value: Look inside iShares' expanded core series

The expansion of iShares Core brings down expense ratios but doesn't eliminate the need for solid due diligence.

By Todd Rosenbluth
ETFS JUN 07, 2014
Be careful with leveraged ETFs

Investors considering using ETFs that seek to magnify return of a given index need to understand the risks, says S&amp;P Capital IQ's Todd Rosenbluth.

By Todd Rosenbluth
MUTUAL FUNDS JUN 03, 2014
Retail clients drive deposits, profits at T. Rowe

Money manager relies on individuals saving for retirement, rising stock prices to offset institutional withdrawals.

By Matt Ackermann