Mutual Funds

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MUTUAL FUNDS APR 29, 2012
Advisers scratch their heads over changes at American

By JKEPHART
MUTUAL FUNDS APR 26, 2012
Gross is buying mortgage-backed debt

By Bloomberg
MUTUAL FUNDS APR 24, 2012
AMG buys fund run by 'two of the greatest investors of this generation'

Takes majority stake in Yacktman Asset Management; start of a trend?

By JKEPHART
MUTUAL FUNDS APR 24, 2012
White-hot bond fund going dark to new investors

By Jason Kephart
Active management's savior? Passive management
ETFS APR 23, 2012
Active management's savior? Passive management

Over time, switch to index funds likely to reduce number of active managers -- and boost the odds of outperforming

By Lubos Pastor
MUTUAL FUNDS APR 22, 2012
Gundlach blasts TCW's touting as 'offensive'

By JKEPHART
MUTUAL FUNDS APR 20, 2012
SEC beware, money funds can bring system down

Failure to reform money-market funds would be a mistake: Economist panel

By Doug Cubberley
MUTUAL FUNDS APR 19, 2012
Commodities funds under fire

By JKEPHART
The 100 largest mutual fund families
MUTUAL FUNDS APR 18, 2012
The 100 largest mutual fund families

By Mark Bruno
MUTUAL FUNDS APR 17, 2012
Sierra Investments: Stocks are overvalued in the U.S. by 25%

By Paul Menchaca
Schwab latest to hop on active-ETF bandwagon
ETFS APR 17, 2012
Schwab latest to hop on active-ETF bandwagon

Add the online broker to the growing list of firms queuing up to offer actively managed ETFs

By Jason Kephart
Market volatility? Don't blame ETFs, says ICI
ETFS APR 17, 2012
Market volatility? Don't blame ETFs, says ICI

New research from industry groups shows that macroeconomic events are more to blame for volatility than exchange-traded funds

By Jason Kephart
2011 good sign money market reform not needed: ICI
RETIREMENT PLANNING APR 17, 2012
2011 good sign money market reform not needed: ICI

Says funds have held up despite fears of a global recession and drama on the Continent

By Jason Kephart
Gundlach's fast-growing startup sees nearly $6B in inflows in a year
MUTUAL FUNDS APR 16, 2012
Gundlach's fast-growing startup sees nearly $6B in inflows in a year

Despite months of legal wrangling with his former employer, TCW Group Inc., it appears that Jeffrey Gundlach's move to start his own firm is paying off

By Jessica Toonkel
MUTUAL FUNDS APR 13, 2012
American Funds is the biggest loser in shift toward passive investments

More than any other mutual fund company, American Funds is bearing the brunt of investors' latest infatuation with passive investing.

By Jason Kephart
U.S. Chamber taking money fund campaign to the street — and below it
MUTUAL FUNDS APR 12, 2012
U.S. Chamber taking money fund campaign to the street — and below it

Staging ad blitz in subway station in D.C. where most SEC employees arrive for work

By John Goff
Time for money funds to buck the buck
MUTUAL FUNDS APR 12, 2012
Time for money funds to buck the buck

Dollar-a-share peg little more than a marketing gimmick that confuses investors; this is not a bank account

By John Goff
Money market funds still face contagion risk: SEC's Plaze
MUTUAL FUNDS APR 12, 2012
Money market funds still face contagion risk: SEC's Plaze

“There have been hundreds of money fund bailouts, where the funds would have broken the buck if the manager hadn't stepped in,” said Robert E. Plaze, deputy director of the Securities and Exchange Commission's Division of Investment Management

By Jason Kephart
SEC to fund firms: Ixnay on the money fund complaints
MUTUAL FUNDS APR 12, 2012
SEC to fund firms: Ixnay on the money fund complaints

Walter wants industry participants to cool the rhetoric, refrain from issuing public statements; 'destructive disengagement'

By Jason Kephart
Fuss to investors: Avoid these fixed-income ETFs
ETFS APR 11, 2012
Fuss to investors: Avoid these fixed-income ETFs

Legendary bond investor not a big fan of market-cap-weighted fixed-income funds; 'who's supposed to go broke here?'

By Jason Kephart