Mutual Funds

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MUTUAL FUNDS MAR 13, 2012
American plans wave of offerings

By Jason Kephart
ALTERNATIVES MAR 13, 2012
Boutique money managers lead way with alternatives

When the average investor looks at the biggest alternatives mutual funds, the fund world's most familiar names probably won't show up.

By Jason Kephart
Putnam promotes Sipple — but won't replace exiting Carney
MUTUAL FUNDS MAR 12, 2012
Putnam promotes Sipple — but won't replace exiting Carney

Named head of fund firm's Investment Product Management and Development

By Evan Cooper
ETFS MAR 12, 2012
10 ETFs that are on fire this year

These exchange-traded funds have generated impressive returns to kick off 2012

By John Goff
iShares embraces active ETFs — sort of
ETFS MAR 12, 2012
iShares embraces active ETFs — sort of

BlackRock Inc.'s exchange-traded-fund arm has two fixed-income ETFs in the works that will not track underlying indexes, which makes them technically actively managed

By Jason Kephart
ETFS MAR 12, 2012
Vanguard cuts expenses on six ETFs

By Jason Kephart
MUTUAL FUNDS MAR 12, 2012
Reforms would hurt money funds, critics charge

By Bloomberg
Gross's Pimco Total Return fund drew $231M in January
MUTUAL FUNDS MAR 12, 2012
Gross's Pimco Total Return fund drew $231M in January

The new money ended three straight months of redemptions for Total Return fund: Morningstar

By Doug Cubberley
This Fidelity fund is way in the money on sale of pharma firm
EQUITIES MAR 12, 2012
This Fidelity fund is way in the money on sale of pharma firm

A Fidelity equity fund stands to reap $478.4 million on its stake in a pharmaceutical firm

By Doug Cubberley
Fidelity follows green line to 'Thinking Big'
MUTUAL FUNDS MAR 09, 2012
Fidelity follows green line to 'Thinking Big'

Fund giant launches a new thought leadership microsite aimed at delivering provocative investment ideas

By Bloomberg
Late to the party, Fidelity aims to squeeze into packed ETF market
ETFS MAR 09, 2012
Late to the party, Fidelity aims to squeeze into packed ETF market

Fund giant looks to launch first exchange-traded fund since 2003; 'if it's not broke, why fix it?'

By Jason Kephart
High Fidelity: Stock rebound instrumental in boosting fund firm's income
MUTUAL FUNDS MAR 08, 2012
High Fidelity: Stock rebound instrumental in boosting fund firm's income

Operating earnings up 13% last year; expenses kept in check

By John Goff
INsider: Fixation with fixed-income funds since 666 has burned investors
MUTUAL FUNDS MAR 08, 2012
INsider: Fixation with fixed-income funds since 666 has burned investors

Three years after equities hit rock bottom, large-cap stocks have far outstripped debt funds

By John Goff
ETFS MAR 08, 2012
Getting a look under the fixed-income ETF hood

By Jason Kephart
Columbia Management's president jumps to Fidelity
MUTUAL FUNDS MAR 08, 2012
Columbia Management's president jumps to Fidelity

Mike Jones will take over as CEO of fund giant's institutional-investments arm.

By Bloomberg
Bogle: ETFs great for trading, not so great for investors
ETFS MAR 08, 2012
Bogle: ETFs great for trading, not so great for investors

So-called father of indexing John Bogle still not a fan of exchange-traded funds, saying that the sheer volume of them makes 'a muddy pool muddier.'

By Jason Kephart
ETFs approaching 'critical mass' as clients accelerate investments
ETFS MAR 08, 2012
ETFs approaching 'critical mass' as clients accelerate investments

January net inflows into exchange-traded funds highest in 16 months; bond funds the main beneficiaries

By John Goff
ETFS MAR 08, 2012
Guggenheim Partners confirms review of Claymore ETF division

Guggenheim Partners LLC confirmed it's considering options including a sale of Claymore Investments, the Canadian provider of exchange-traded funds it acquired two years ago.

By Doug Cubberley
ETFS MAR 08, 2012
Deal puts Guggenheim squarely in ETF frame

Guggenheim Partners LLC's announced last week that its acquisition of Rydex SGI will bring together a variety of products, including 77 mutual funds. But it is the new family of 104 ETFs that is expected to see the greatest level of development and innovation

By Jeff Benjamin
New cost basis rules could be basis for 'unhappy' clients
MUTUAL FUNDS MAR 05, 2012
New cost basis rules could be basis for 'unhappy' clients

Those who end up paying more taxes than required on stock sales may well have tough questions for their advisers

By Lavonne Kuykendall