Mutual Funds

Displaying 5421 results
Occidental tourists get another shot at Matthews Asia funds
EMERGING MARKETS DEC 15, 2011
Occidental tourists get another shot at Matthews Asia funds

Firm reopens five-star funds, giving closed-out investors a chance to buy in at lower prices

By Jason Kephart
Highland gives funds a face-lift with spinoff
MUTUAL FUNDS DEC 14, 2011
Highland gives funds a face-lift with spinoff

Highland Capital Management LP is taking its separation of institutional and retail assets to the next level.

By Jason Kephart
MUTUAL FUNDS DEC 14, 2011
Ignoring risk in bond market, investors covet fixed income

By Jeff Benjamin
ETFS DEC 13, 2011
BlackRock CEO Fink slams SocGen unit's synthetic ETFs

Laurence D. Fink, chief executive of BlackRock Inc., stepped up his criticism of some exchange-traded funds such as those provided by Société Générale SA, saying that he doesn't want them to damage the industry

By Bloomberg
BlackRock, ProShare execs clash over ETF proposal
ETFS DEC 13, 2011
BlackRock, ProShare execs clash over ETF proposal

Recent market volatility is prompting Congress to examine the role ETFs may play in the gyrations. At the same time, ETF vendors are squabbling over the best way to dampen the risks arising from the popular funds.

By Mark Schoeff Jr.
MUTUAL FUNDS DEC 09, 2011
Closed-end funds have an extra kick

John Cole Scott believes that sometimes it would be easier to squeeze blood from a stone than provide his clients with the retirement income they demand from their assets

By Lavonne Kuykendall
ETFS DEC 06, 2011
New low-volatility ETFs offer fewer bumps in the road

Investing in equities these days should come with a warning for those who suffer from motion sickness

By Jason Gerard
MUTUAL FUNDS NOV 30, 2011
Fidelity replaces manager of moribund small-cap fund

Fidelity Investments has replaced the manager of its $3.1 billion Fidelity Small Cap Stock Fund, which has declined 15.7% this year.

By Doug Cubberley
BlackRock's general, Société Générale in ETF 'street brawl'
ETFS NOV 30, 2011
BlackRock's general, Société Générale in ETF 'street brawl'

BlackRock boss Larry Fink has once again slammed synthetic ETFs, which are sold mainly in Europe. His point? The funds make investors counterparties in swaps. But the head of Societe General's Lyxor unit, which sells such exchange traded funds, has fired back. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110921&amp;Category=FREE&amp;ArtNo=921009998&amp;Ref=PH>The ETFs with the biggest outflows &amp;raquo;</a> | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111110&amp;Category=FREE&amp;ArtNo=111009917&amp;Ref=PH>Top 10 dividend-paying ETFs &amp;raquo;</a>

By John Goff
ETFS NOV 30, 2011
Clients are eager to use ETFs, but they don't understand them

Exchange-traded funds are in the right place at the right time, according to the results of an investor survey conducted by The Charles Schwab Corp.

By Jeff Benjamin
MUTUAL FUNDS NOV 29, 2011
As Morgan Stanley slid, Kenneth Heebner bet big

Kenneth Heebner, whose CGM Focus Fund was one of the top-performing U.S. stock mutual funds over the past decade, bought shares of Morgan Stanley as the bank posted its biggest quarterly drop since 1998

By Bloomberg
Vanguard to open first international bond funds for U.S. clients
MUTUAL FUNDS NOV 22, 2011
Vanguard to open first international bond funds for U.S. clients

To start the Vanguard Total International Bond Index Fund and Vanguard Emerging Markets Government Bond Index Fund

By Doug Cubberley
Mutual problem as stock fund investors still heading for the exits
MUTUAL FUNDS NOV 21, 2011
Mutual problem as stock fund investors still heading for the exits

Seventh straight month of net outflows; bond funds a different story

By John Goff
MUTUAL FUNDS NOV 21, 2011
Advisers steering clear of target date funds that use exotic strategies

Funds rely on leverage, synthetics to amp up performance

By Darla Mercado
At Thanksgiving, stock funds turkeys, bond funds stuffed
MUTUAL FUNDS NOV 21, 2011
At Thanksgiving, stock funds turkeys, bond funds stuffed

Worried clients pulling out of equity, plumping up debt investments

By Jeff Benjamin
MUTUAL FUNDS NOV 21, 2011
Miller's successor changing little at Value Trust

Bill Miller's decision to relinquish the reigns of Legg Mason Capital Management Value Trust in April is unlikely to herald big changes in how the $2.8 billion fund is being run, according to the fund's incoming lead manager, Sam Peters

By Jeff Benjamin
Bill Miller takes whopping $550M loss in Kodak moment
MUTUAL FUNDS NOV 18, 2011
Bill Miller takes whopping $550M loss in Kodak moment

Legendary fund manager Bill Miller finally gave up the ghost, unloading his entire stake in Eastman Kodak. The damage? The Legg Mason Capital Management Value Trust took a $550 million hit from the sale.

By John Goff
MUTUAL FUNDS NOV 17, 2011
Performance not only reason for fund loyalty

By Lavonne Kuykendall
MUTUAL FUNDS NOV 15, 2011
Morningstar switches to colors for rating system

By Jeff Benjamin
MUTUAL FUNDS NOV 13, 2011
Former fund manager says firm's founder bullied him, called him a 'moron'

Patrick Evershed, a former New Star Asset Management Holdings Inc. fund manager, was bullied by company founder John Duffield, who called him a &#8220;criminal&#8221; and a &#8220;moron,&#8221; according to Mr. Evershed's lawyer

By Bloomberg