Mutual Funds

Displaying 5360 results
MUTUAL FUNDS JUN 24, 2011
Moody's wins praise for its tougher money fund ratings – but loses clients

Report indicates nearly 50 have bolted since firm has zeroed in on stability, liquidity of fund firms

By Jeff Benjamin
MUTUAL FUNDS JUN 24, 2011
Regulators eyeing changes to money funds

Money market funds are front and center in Washington again, just 16 months after regulators tightened rules on the $2.7 trillion industry

By Liz Skinner
LIFE INSURANCE AND ANNUITIES JUN 24, 2011
Gender split on target funds

Female retirement plan participants appear to display a greater inclination to place assets in target date funds than in target risk funds

By Darla Mercado
MUTUAL FUNDS JUN 23, 2011
Portfolio managers should eat their own cooking

If a mutual fund manager won't invest in a fund that he or she is managing, why should anyone else?

By MFXFeeder
MUTUAL FUNDS JUN 19, 2011
Supreme Court blocks Janus market-timing lawsuit

In a much-awaited decision, the Supreme Court last week ruled in favor of the mutual fund industry in a case involving a company's responsibility for statements made in prospectuses, eliciting a huge sigh of relief from fund companies, broker-dealers and others involved in selling mutual funds

By Jessica Toonkel
MUTUAL FUNDS JUN 16, 2011
William Bannick: Small-caps produced big returns in recovery

By Bruce Kelly
New dawn for Morningstar? Firm launching different ratings system
MUTUAL FUNDS JUN 15, 2011
New dawn for Morningstar? Firm launching different ratings system

The influential firm plans to launch a different ratings system, one that will be forward-looking. And get this: only 20% of funds are likely to get a positive score under the new system.

By Jeff Benjamin
MUTUAL FUNDS JUN 14, 2011
Still too much cycle in life cycle funds, study finds

Putnam Institute says excessive exposure to stock market gyrations bigger threat to new retirees than inflation or longevity risk

By Lavonne Kuykendall
ETFS JUN 14, 2011
Larry Fink's plan for winning over advisers

If “big,” “strong” and “mysterious” are the attributes you want for a financial brand, you can't pick a better name than BlackRock Inc.

By Jessica Toonkel
MUTUAL FUNDS JUN 14, 2011
GAO lifts hood on target date funds - and finds big problems

The Government Accountability Office has recommended several major changes to the use of target date funds in 401(k) plans after finding that investments in funds with similar end dates vary wildly

By Andrew Osterland
ProShare launches first 130/30 ETF
ALTERNATIVES JUN 14, 2011
ProShare launches first 130/30 ETF

ProShare Advisors of Bethesda, Md., today announced the introduction of the first exchange traded fund to follow a 130/30 investment strategy.

By David Hoffman
ETFS JUN 14, 2011
130/30 ProShares ETF planned

ProShare Advisors is planning to roll out what could be the first exchange traded fund to follow a 130/30 investment strategy.

By Bloomberg
MUTUAL FUNDS JUN 12, 2011
Howard Stein, former Dreyfus chairman and CEO, dies at 84

Howard Stein, who succeeded Jack Dreyfus at the helm of the Dreyfus mutual-fund company and helped turn a generation of Americans into investors, has died. He was 84.

By Mark Bruno
MUTUAL FUNDS JUN 12, 2011
In picking funds, it pays to dig deep

By Jeff Benjamin
BlackRock's break from BofA a big boost for its retail fund biz
MUTUAL FUNDS JUN 10, 2011
BlackRock's break from BofA a big boost for its retail fund biz

Asset manager's repurchasing of remaining stake held by bank opens door to other third-party wirehouse platforms; 'no longer owned by a competitor'

By Jessica Toonkel
Russell launches first six in ETF blitz
ETFS JUN 09, 2011
Russell launches first six in ETF blitz

Firm hopes to have 30 to 50 passive and active offerings on the market by the end of 2012

By Jessica Toonkel
ETFS JUN 09, 2011
Schwab unveils its ETF select list

Charles Schwab Investment Advisory Corp. has unveiled a select list of exchange-traded funds for retail investors

By Jessica Toonkel
RIA NEWS JUN 08, 2011
ETFs can present pricing problems

Advisers love exchange-traded funds. What they may not like so much: the execution of ETF trades -- particularly for less liquid funds -- can hit clients in the wallet

By Jessica Toonkel
Fidelity exec on 12(b)-1 cap: Advisers will still get paid
MUTUAL FUNDS JUN 07, 2011
Fidelity exec on 12(b)-1 cap: Advisers will still get paid

O'Hanley says expense will 'pop up' somewhere else; whack-a-mole for the SEC?

By Jessica Toonkel
MUTUAL FUNDS JUN 06, 2011
'Dumb money' getting creamed exiting muni mutual funds

John Hirsch, 57, has been buying municipal bonds during the past four months, taking advantage of falling prices as muni funds are forced to sell them to cover withdrawals

By Bloomberg