Mutual Funds

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ALTERNATIVES AUG 21, 2011
Investors using ETPs more for risk management

Stomach-turning global volatility has bolstered demand for certain alternative exchange-traded products used by institutions to hedge their portfolios or make directional bets quickly in order to profit from market instability

By Thao Hua
This global fund No. 1 — and you probably never heard of it
MUTUAL FUNDS AUG 16, 2011
This global fund No. 1 — and you probably never heard of it

Reynolds Blue Chip Growth returned nearly 40% over the past year; only $260M in assets

By John Goff
Once more into the breach: Investors exiting bond funds, piling into stocks
MUTUAL FUNDS AUG 16, 2011
Once more into the breach: Investors exiting bond funds, piling into stocks

First net inflows into equity funds in four months; the price is right

By John Goff
MUTUAL FUNDS AUG 15, 2011
'Go-anywhere' funds deliver as promised

If last week's volatility was a test, go-anywhere funds passed.

By Dan Jamieson
ETFS AUG 15, 2011
Inflation hedges attractive, but...

By Jessica Toonkel
MUTUAL FUNDS AUG 14, 2011
Morningstar cuts ratings on funds from DWS, Schwab target series

By Darla Mercado
Money funds get $38B deposits after debt-ceiling deal
LIFE INSURANCE AND ANNUITIES AUG 12, 2011
Money funds get $38B deposits after debt-ceiling deal

Money-market mutual funds took in $24.9 billion yesterday, bouncing back from their second-worst week of withdrawals, as investors unsettled by the debate over raising the U.S. debt ceiling returned to the market.

By Doug Cubberley
Target date glide paths are 'unstable' at some major plan providers
MUTUAL FUNDS AUG 12, 2011
Target date glide paths are 'unstable' at some major plan providers

Ibbotson Associates Inc. looked at 21 major target date fund families and found that a target date fund's asset allocation generally becomes more conservative as employees age.

By Bloomberg
Volatility as an asset class
ETFS AUG 09, 2011
Volatility as an asset class

Thanks to the exchange-traded fund industry, hedging stock market volatility — or betting on it — has never been easier

By Jeff Benjamin
MUTUAL FUNDS AUG 09, 2011
Advisers want skin in game, but many don't screen for it

Cern Basher won't even consider mutual funds if the portfolio managers don't have their own money invested in them, and he doesn't want to see merely a few hundred dollars in there

By Jessica Toonkel
Bank stock beatdown puts a hurt on Berkowitz, Miller
MUTUAL FUNDS AUG 08, 2011
Bank stock beatdown puts a hurt on Berkowitz, Miller

Famed fund managers heavily invested in financials; right now, not so good

By John Goff
Fear and uncertainty have ETFs on fire
ETFS AUG 08, 2011
Fear and uncertainty have ETFs on fire

U.S. exchange-traded funds took in $56.3 billion for the first half of this year, an increase of more than 50.9% from the first half of 2010, according to State Street Global Advisors' mid-year SPDR outlook.

By Jessica Toonkel
ETFS AUG 07, 2011
...model portfolios more alluring

As exchange-traded funds grow in popularity, more financial advisers are using model ETF portfolios as a low-cost way of managing their clients' money

By Jessica Toonkel
Investors 'running for cover,' yank most from stock funds since '08
MUTUAL FUNDS AUG 05, 2011
Investors 'running for cover,' yank most from stock funds since '08

Global equities funds saw $3.5 in net outflows

By John Goff
ETFS AUG 05, 2011
Wells Fargo prunes ETF lineup

By Jessica Toonkel
ETFS AUG 01, 2011
Flurry of active ETFs expected this year

After waiting for months and in some cases years, fund companies are starting to see progress on their applications to launch actively managed exchange-traded funds, according to several fund executives

By Jessica Toonkel
Massachusetts suing RBC Capital, rep over leveraged ETF sale
ETFS JUL 28, 2011
Massachusetts suing RBC Capital, rep over leveraged ETF sale

Massachusetts' top securities regulator is suing RBC Capital Markets LLC and one of its former registered representatives over the sale of leveraged exchange-traded funds, saying they sold them to clients who didn't understand how the investments worked.

By Doug Cubberley
EMERGING MARKETS JUL 28, 2011
Biggest China ETF in U.S. rocked

By Bloomberg
EMERGING MARKETS JUL 28, 2011
Go-anywhere funds test advisers' faith

By Jessica Toonkel
ETFS JUL 27, 2011
Mass. blasts RBC for ETF sales

Addressing an issue that many thought had been resolved several years ago, Massachusetts last week filed an administrative complaint against RBC Capital Markets LLC and one of its former brokers, Michael Zukowski, for “dishonest practices in selling leveraged and inverse leveraged ETFs"

By Andrew Osterland