Mutual Funds

Displaying 5349 results
MUTUAL FUNDS SEP 22, 2011
Determining winners, losers from Fed's next move

No matter what the Federal Reserve does to jump-start the stalled economy — and no matter what that effort is called — financial advisers should anticipate more downward pressure on interest rates

By Jeff Benjamin
ETFS SEP 21, 2011
<font color=red> At Morningstar </font> Clients eager to use ETFs — but don't understand them

Survey reveals real interest in purchasing exchange-traded funds and real ignorance about exchange-traded funds

By Bloomberg
<font color=red>At Morningstar</font> ETF managed portfolios to get ratings system
ETFS SEP 21, 2011
<font color=red>At Morningstar</font> ETF managed portfolios to get ratings system

By Bloomberg
<font color=red>At Morningstar</font> Advisers in need of some ETF schooling: Panel
ETFS SEP 21, 2011
<font color=red>At Morningstar</font> Advisers in need of some ETF schooling: Panel

Financial advisers a bit lost as exchange-traded funds evolve; more changes to come, too

By Bloomberg
ETFS SEP 21, 2011
Commodity ETFs boosting correlation between raw materials, stocks

By Jeff Benjamin
ALTERNATIVES SEP 21, 2011
ETF providers amend filings to assuage SEC's concerns

Firms set to offer active funds promise not to use derivatives

By Jessica Toonkel
BlackRock expresses real concern over synthetics in ETFs
ETFS SEP 14, 2011
BlackRock expresses real concern over synthetics in ETFs

Asset manager issues proposal to reform exchange-traded-fund industry

By Jeff Benjamin
Burned once, Northern Trust re-enters ETF fray
MUTUAL FUNDS SEP 14, 2011
Burned once, Northern Trust re-enters ETF fray

Custodian floats four exchange-traded funds; nixed all 17 country funds in 2009

By John Goff
EQUITIES SEP 14, 2011
LPL to lower fees on ETFs and stocks

By Lavonne Kuykendall
ETFS SEP 14, 2011
The top-selling ETF strategies? Investors seeking risk for reward

Asia local debt, managed futures and senior loans were among the top-selling strategies among new ETFs in the year's first half, a sign that investors are turning to more complicated — and in some instances riskier — asset classes to seek returns in today's markets

By Jessica Toonkel
Top 25 DC fund managers show 17% increase from 2009
MUTUAL FUNDS SEP 14, 2011
Top 25 DC fund managers show 17% increase from 2009

The 25 defined-contribution money managers with the most mutual fund assets reported a combined total of $1.606 trillion as of Dec. 31, up 17% from a year earlier, according to sister publication Pensions & Investments' annual survey

By Douglas Appell
Buffett Lite fund vaults to top by lightening up on Buffett
MUTUAL FUNDS SEP 13, 2011
Buffett Lite fund vaults to top by lightening up on Buffett

Sequoia branched out by slashing its holdings in Berkshire, then reinvesting the cash; up 14% in 2011

By John Goff
RETIREMENT PLANNING SEP 09, 2011
401(K) market a tough sell

Exchange-traded funds make up a tiny fraction of the investments offered by 401(k) plans, but they could claim a larger share of the market as key providers add them to their platforms

By Darla Mercado
ETFS SEP 08, 2011
Study: ETF investors make better clients

By Jeff Benjamin
Pimco's Gross: Obama's $300B doesn't cut it
RIA NEWS SEP 06, 2011
Pimco's Gross: Obama's $300B doesn't cut it

Bill Gross, founder of Pacific Investment Management Co., said President Barack Obama's plan to stimulate the economy with more than $300 billion in tax cuts and spending is inadequate.

By Doug Cubberley
Pimco to gain more 'autonomy' in AGI restructuring
RETIREMENT PLANNING SEP 06, 2011
Pimco to gain more 'autonomy' in AGI restructuring

Allianz Global Investors on Tuesday announced restructuring effective Jan. 1 that will give PIMCO greater distribution independence and will more closely align the elements of Allianz's other business.

By Drew Carter
Pimco's Gross says bank fees to hold cash 'unheard of'
MUTUAL FUNDS SEP 02, 2011
Pimco's Gross says bank fees to hold cash 'unheard of'

Pimco's Bill Gross said Bank of New York Mellon Corp.'s decision to charge clients for large deposits shows how the government's efforts to revive the economy are distorting markets and hurting savers.

By Doug Cubberley
BlackRock looks to roll out 13 actively managed ETFs
ETFS SEP 01, 2011
BlackRock looks to roll out 13 actively managed ETFs

Seeks permission from SEC; could pose big threat to equity mutual funds

By John Goff
ETFS SEP 01, 2011
ETF volume soars as clients hedge bets

Wagering on direction of stocks, not individual shares

By John Goff
Most successful ETF launched this year? Big surprise
ETFS AUG 24, 2011
Most successful ETF launched this year? Big surprise

The large inflows into WisdomTree's Asia local-debt fund speaks volumes about investor enthusiasm for U.S. stocks and Treasuries

By Jessica Toonkel