Mutual Funds

Displaying 5407 results
EQUITIES JUL 06, 2013
The Takeaway: Five investing lessons of 2013 ... so far

By Joshua Brown
MUTUAL FUNDS JUL 01, 2013
Fidelity target date funds draw fire from consulting firm

Center for Due Diligence says performance of fund giant's TDFs lags large competitors'

By Darla Mercado
EQUITIES JUN 22, 2013
The Takeaway: Panicked ETF sellers nailed with sharp NAV discounts

By Joshua Brown
MUTUAL FUNDS JUN 20, 2013
Where are the fund shareholders' yachts?

By JKEPHART
EQUITIES JUN 20, 2013
Bill Miller's old fund starts a new streak

Under new management, Value Trust back in the black

By JKEPHART
MUTUAL FUNDS JUN 19, 2013
Why John Bogle is both gratified and terrified by Vanguard's success

Index-fund creator taken aback by the company's dominance in the industry; index fund 'gold ignot'

By JKEPHART
ETFS JUN 19, 2013
Passive investing: If it's good enough for CalPERS ...

Giant pension plan's possible full-on switch to index funds speaks volumes

By JKEPHART
ETFS JUN 17, 2013
ETF sponsors getting active in bond space

Rising rates, volatility in fixed income markets, plus Gross' big success, drive efforts.

By AOSTERLAND
ALTERNATIVES JUN 17, 2013
Alternative bond funds get a C grade

Alternative bond funds passed their first real test last month. Barely. The funds, marketed to advisers as a way to avoid the drama of rising interest rates without ditching bonds, 'could have been a little more hedged' one analyst says.

By JKEPHART
John Bogle has already won
ETFS JUN 17, 2013
John Bogle has already won

Investors have poured money into the lowest-cost funds and ETFs over the past decade, data show

By JKEPHART
ETFS JUN 17, 2013
With Gross, Pimco adds whole lot of star power to upcoming ETFs

Bond king listed as co-manager on three funds; hey, it can't hurt

By JKEPHART
MUTUAL FUNDS JUN 16, 2013
Mutual fund costs for 401(k) plans still dropping

By Darla Mercado
MUTUAL FUNDS JUN 15, 2013
Vanguard takes low-cost mantra to caffeine junkies

Vanguard's 'At-Cost Cafe' is touring the country selling 26-cent cups of coffee. Why? To make a point about mutual fund expenses.

By JKEPHART
EMERGING MARKETS JUN 12, 2013
A heat-seeking emerging markets ETF that laps its rivals

In a rough year for emerging-market ETFs, this fund laps its rivals. How? It's all about index construction. But there are drawbacks, too.

By Gregory Crawford
MUTUAL FUNDS JUN 11, 2013
Retail investors are returning, inch by inch

Balanced funds recording record inflows as non-institutional buyers cautiously embrace stocks

By Bloomberg
ALTERNATIVES JUN 10, 2013
Liquidity could be a problem for liquid alts

But hedge funds chomping at the bit to break into the retail world.

By JKEPHART
MUTUAL FUNDS JUN 09, 2013
B-Ds pay $5.25M to settle charges

By Bruce Kelly
MUTUAL FUNDS JUN 09, 2013
Educate clients about money funds

By MFXFeeder
ALTERNATIVES JUN 09, 2013
Hedge liquidity debated

By JKEPHART
MUTUAL FUNDS JUN 09, 2013
Possible exodus from money funds

By Mark Schoeff Jr.