Mutual Funds

Displaying 5359 results
ETFS MAR 17, 2013
ETFs offer no haven during a stampede

Exchange-traded funds' liquidity could be a double-edged sword

By JKEPHART
ETFS MAR 17, 2013
High-yield bond ETF shorts touch record high

Investors have pulled approximately $1 billion from the two largest junk bond ETFs year-to-date

By JKEPHART
ETFS MAR 17, 2013
Volatility can be indicator for ETFs

Market movements help determine when to move in and out of the funds

By Jeff Benjamin
EQUITIES MAR 15, 2013
Where are the fund shareholders' yachts?

Investors in mutual fund companies doing better than fund shareholders.

By JKEPHART
EQUITIES MAR 15, 2013
The Takeaway: Senate whales on JPMorgan, mostly for fun

By Joshua Brown
EQUITIES MAR 13, 2013
Fees, rates, redemptions hit Fidelity

Investors pulled $5.3 billion in 2012; better than the $36.3 billion yanked in 2011.

By Gregory Crawford
MUTUAL FUNDS MAR 12, 2013
Top 2013 Lipper Fund Awards go to TIAA-CREF, Delaware Management

At the 2013 Lipper Fund Awards, TIAA-CREF and Delaware Management walked off with the top prizes. Jason Kephart reports.

By JKEPHART
ETFS MAR 12, 2013
Vanguard's international bond ETF gets a due date

The firm announced today it will launch the Vanguard Total International Bond Index Fund during the second quarter.

By JKEPHART
Farm commodity ETF offers diversification — at a cost
ETFS MAR 10, 2013
Farm commodity ETF offers diversification — at a cost

The Teucrium Agricultural Fund holds an equal weighting of exchange-traded funds that invest in corn, sugar, soybean and wheat futures and is the first ETF to combine the four major agriculture commodities in a single fund.

By JKEPHART
ETFS MAR 09, 2013
Ten wealth management strategies in a world of higher taxes

This adviser guide from Janus provides a summary of new tax legislation along with ten strategies you might want to discuss with clients to help lessen the impact of higher taxes and potentially improve their overall financial situation.

By Mark Bruno
RIA NEWS MAR 08, 2013
Regulators bare their teeth on excessive fees

Moves this week by Finra and the SEC signal watchdogs are ready to pounce on anyone overcharging clients.

By Mark Schoeff Jr.
ETFS MAR 08, 2013
BlackRock going after individual investors

With a lock on ETFs, money manager sniffs opportunity in mutual funds.

By Gregory Crawford
EQUITIES MAR 08, 2013
Investors flood Vanguard with record $24.3 billion in January

Most cash goes into stock funds as investors cheer economy.

By Gregory Crawford
MUTUAL FUNDS MAR 03, 2013
Suit raises questions about fees on subadvised funds

Excessive-fee claim challenges precedent that protects managers

By Bloomberg
ETFS MAR 03, 2013
PowerShares makes powerful push with innovative ETFs

Larger rivals have forced others to develop niche products tied to everything from steel to India to pharmaceuticals

By Lynne Marek
MUTUAL FUNDS MAR 03, 2013
OppFunds nabs ex-Columbia team for value funds

Seeks performance boost to show the worth of active management

By JKEPHART
EQUITIES MAR 03, 2013
Motif provides investors with investment themes, advisers should take note too

By Janowski Davis
Little guys win big at Morningstar Manager of the Year awards
MUTUAL FUNDS FEB 28, 2013
Little guys win big at Morningstar Manager of the Year awards

Boutique managers named best stock managers of 2012.

By JKEPHART
RETIREMENT PLANNING FEB 28, 2013
OppenheimerFunds seeks to rebuild retirement plan cred

By Darla Mercado
MUTUAL FUNDS FEB 27, 2013
Money for nothing? Suit raises questions about fees on subadvised funds

Claim investment manager's take excessive for the service provided

By John Goff