Famed investor looks to gain more flexibility with latest Fairholme offering. Says one industry watcher: “It's like going back to the days of old with a mutual fund that will make you money by going anywhere."
The SEC says it's targeting 12(b)-1 fees to help protect investors. Meanwhile, soft dollars fly under the radar. Critics say that needs changing.
Some asset management executives would argue that now isn't a good time to be in the money market fund business
A shift in focus to core offerings — triggered by investor uncertainty over the direction of the markets — is crimping the growth of sector ETFs
The Investment Company Institute has slammed assertions around mutual fund fees made by kaChing Group Inc., continuing an online sparring match between the two.
KaChing Group Inc's online service — touted as an alternative to mutual funds — may still be in its infancy. But kaChing today announced it has secured $7.5 million in financing.
If you're unhappy with your mutual fund, you can easily find another. After all, there are nearly 8,000 to choose from.
BlackRock Inc., the world's biggest manager of exchange-traded funds, named Russ Koesterich to the new position of global chief investment strategist for its iShares unit.
S&P five-star ranked Mairs & Power Growth Fund has, over the past year, consistently been top-ranked within S&P's coverage universe, and garners positive performance analytics, risk considerations, and cost factors scores
Steven Romick says he aims to beat the market when stocks are falling and underperform by a smaller margin when they're rising.
U.S. regulators said mutual funds aren't telling investors enough about why they use derivatives, with some funds providing “generic” disclosures and others failing to explain how the products affect performance.
American Century Investments is discussing launching global bond funds for international and U.S. investors
Jeffrey Gundlach hasn't lost his investment magic — or his famous ego — while running DoubleLine Capital LP, the money manager he formed after his highly publicized firing from TCW Group last December
New accounting standards proposed by the Financial Accounting Standards Board would give index funds a substantial advantage over actively managed funds, observers contend
Morningstar Inc., a Chicago-based research firm, may stop rating leveraged and inverse exchange- traded funds on a scale of one to five stars because of concerns about their suitability for individual investors.
U.S. One Inc. has filed with the Securities and Exchange Commission for approval to offer exchange-traded funds that invest in individual U.S. and foreign-listed securities.
ETF providers are lobbying for tighter restrictions on market orders as regulators consider additional rules to avert another “flash crash.”
Bookkeeping change seen raising expense ratios for AMFs, tilting field in favor of index funds
It's taken time, but John Bogle's Vanguard has finally surpassed Fidelity as the largest mutual fund company by assets. The question: are low fees enough to offset middling performance?
Fund firm introduces nine exchange-traded funds; SPDR.500 will be tough to squash
