Mutual Funds

Displaying 5360 results
FINTECH FEB 10, 2011
Fund marketers embrace a print link to video

By Jessica Toonkel
How to spot a doomed ETF
ETFS FEB 09, 2011
How to spot a doomed ETF

Exchange-traded funds may be all the rage, but closures of ETFs are up 500% since 2007. Here are some warning signs that a fund may be headed for that great pooled asset in the sky.

By Jessica Toonkel
ETFS FEB 09, 2011
The muni bond ETFs trading at the biggest discounts

By Mark Bruno
ETFS FEB 08, 2011
More ETFs are closing as funds crowd market

With fund firms launching a seemingly endless parade of exchange-traded funds, a dark side to this glut of offerings is emerging: Portfolio liquidations, once rare, are becoming more common

By Jessica Toonkel
IndexUniverse takes on Morningstar in ETF space race
ETFS FEB 08, 2011
IndexUniverse takes on Morningstar in ETF space race

Research firm aims to barge into the ratings biz for exchange-traded funds; rival doing some revising as well

By Jessica Toonkel
ETFS FEB 08, 2011
ETF assets: $1 trillion and counting

The combined market value of U.S. exchange-traded funds surpassed $1 trillion for the first time in 2010, while ETFs investing in emerging markets and bonds receiving the most new money, Birinyi Associates Inc. said.

By Mark Bruno
ETFS FEB 07, 2011
Advisers' favorite ETF provider is Vanguard: survey

The Vanguard Group Inc. has edged out BlackRock Inc.'s iShares as advisers' most trusted exchange-traded fund provider, according to a survey released by Cogent Research.

By Bloomberg
Schwab fee change could smack Fidelity, other fund firms
MUTUAL FUNDS FEB 03, 2011
Schwab fee change could smack Fidelity, other fund firms

Brokerage plans to charge fund firms by assets on its platform -- not accounts.

By Jessica Toonkel
These two target date fund families missing the mark: Morningstar
MUTUAL FUNDS FEB 03, 2011
These two target date fund families missing the mark: Morningstar

AllianceBernstein, OppenheimerFunds occupy bottom rung in latest ratings; Fidelity slips.

By Robert Steyer
DOL pension proposal could rock fund firms
RETIREMENT PLANNING FEB 03, 2011
DOL pension proposal could rock fund firms

Expanded definition of 'fiduciary' likely to hamstring funds that work with plan sponsors and participants.

By Darla Mercado
Vanguard, Principal latest to ax Axa Rosenberg
MUTUAL FUNDS FEB 03, 2011
Vanguard, Principal latest to ax Axa Rosenberg

Vanguard decided to drop Axa Rosenberg as the manager of its $8.9 billion Explorer Fund Ticker:(VEXPX), the $492 million U.S. Value Fund Ticker:(VUVLX) and the $84 million Market Neutral Fund Ticker:( VMNFX).

By Jessica Toonkel
INDEPENDENT BROKER DEALERS FEB 01, 2011
<font color=red>INTV:</font> The top fund families sold by indie B-Ds

Branding trumps performance in the fund world, according to the results of the latest <i>InvestmentNews</i> broker-dealer survey. Advisers prefer American Funds, despite spotty performance, while Vanguard emerges strong. <a href=http://www.investmentnews.com/article/20110123/REG/301239996&amp;issuedate=20110121&amp;sid=BD0121) More on the mutual fund results here,</a> and more on the <a href=http://www.investmentnews.com/section/specialreporttemplate?sid=BD0121&amp;issuedate=20110121>B-D special report here.</a>

By Mark Bruno
EMERGING MARKETS FEB 01, 2011
Advisers: Clients not spooked by Egypt — yet

While Americans in Egypt evacuate with help from the U.S. Embassy, financial advisers are considering whether investments in the embattled nation &#8212; and the rest of the Middle East &#8212; should follow.

By Liz Skinner
Where are top fund managers putting their money now?
MUTUAL FUNDS JAN 31, 2011
Where are top fund managers putting their money now?

Many see 'gems' overseas, where stock valuations trail economic reality; 'investors just can't believe we're actually recovering'

By John Goff
ETFS JAN 30, 2011
Commodities ETFs can be taxing

Investors in hedge funds and limited partnerships are used to receiving these forms, which reflect an investor's proportionate share of a partnership's taxable income or loss

By Robert N. Gordon
ETFS JAN 30, 2011
Vanguard ETFs rate high

Affluent investors increasingly are turning to exchange-traded funds over mutual funds, and when it comes to their sentiments about the providers of those ETFs, clients rate The Vanguard Group Inc. above all others

By Jessica Toonkel
MUTUAL FUNDS JAN 23, 2011
American biggest loser in outflows last year

Offerings from American Funds, Fidelity Investments and The Vanguard Group Inc. had the biggest net outflows last year, according to Morningstar Inc.

By Jessica Toonkel
MUTUAL FUNDS JAN 23, 2011
New SEC executive's background could bode well for fund industry

The Securities and Exchange Commission's appointment of Eileen Rominger, an 11-year veteran of Goldman Sachs Asset Management, as its director of investment management marks the first time that the SEC has named an industry executive with no legal background to the position

By Jessica Toonkel
ETFS JAN 21, 2011
Buying U.S. One vaults Russell into active ETFs

By Jessica Toonkel
ETFS JAN 21, 2011
Vanguard yanks filings for new muni bond offerings

In light of the extreme volatility in the municipal bond market, The Vanguard Group Inc. has withdrawn the documents it filed with the Securities and Exchange Commission to launch three muni bond index funds and three exchange-traded funds, as first reported on InvestmentNews.com.

By Jessica Toonkel