Mutual Funds

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That an ETF is commission-free doesn't make it cheaper, advisers say
ETFS MAY 04, 2010
That an ETF is commission-free doesn't make it cheaper, advisers say

Commission-free ETFs are good, but they may not be best.

By David Hoffman
MUTUAL FUNDS MAY 03, 2010
ICI extends reach with global launch

London calling: Fund advocacy group sets up international body in the U.K.

By Jeff Benjamin
MUTUAL FUNDS APR 29, 2010
Pimco's El-Erian: Second half of '10 is more important

Mohamed El-Erian says that today's nonfarm payrolls report demonstrates a “tug of war” between cyclical and structural factors. His take? The second half of 2010 will be more important that the first

By Bloomberg
MUTUAL FUNDS APR 29, 2010
Amid bank carnage, vultures are a good bet, says Burnham's Schutz

Banks with strong balance sheets are flying lazy circles over weaker rivals. And with 700 banks on the FDIC's worry list, there's plenty of stragglers to go after

By Jeff Benjamin
MUTUAL FUNDS APR 27, 2010
SEC's civil suit against Goldman Sachs hits funds

Count mutual funds and their investors among the big losers in the legal battle between the SEC and The Goldman Sachs Group Inc.'s broker-dealer unit.

By Jessica Toonkel Marquez
MUTUAL FUNDS APR 27, 2010
Lock 'n' load: Taking target funds tactical

A handful of big fund companies are revamping their target date offerings in hopes of limiting risk — and preventing another major blowup.

By Jessica Toonkel Marquez
MUTUAL FUNDS APR 25, 2010
Target date fund manager debate continues

If combatants in the debate over target date fund investment approaches thought that Morningstar Inc. could provide a tiebreaker, they were out of luck.

By Robert Steyer
MUTUAL FUNDS APR 25, 2010
Tax man cometh after mutual fund investors

By David Hoffman
MUTUAL FUNDS APR 25, 2010
Tax man cometh after mutual fund investors

Higher federal taxes, coupled with a rising stock market, threaten to hit U.S. fund shareholders particularly hard.

By David Hoffman
MUTUAL FUNDS APR 21, 2010
Mutual funds: 10 questions to test your IQ

Mutual funds are a cornerstone of retirement planning. Yet they're widely misunderstood.

By Associated Press
ALTERNATIVES APR 20, 2010
Thesis 'democratizing hedge funds' with new alternative offering

Stephen Roseman has introduced the Thesis Flexible Fund, which aims to providers investors and advisers that want a hedge-fund-like investment but also the liquidity of a mutual fund

By Bloomberg
MUTUAL FUNDS APR 18, 2010
Target date funds adding commodities

Managers of target date funds are adding commodities to their portfolio mixes, but experts wonder whether the moves are substantive or just window dressing.

By Darla Mercado
MUTUAL FUNDS APR 15, 2010
S&P picks: Aston/Montag & Caldwell Growth Fund

This large-cap growth fund's investment approach, seeking high-quality companies that are growing their near-term earnings faster than the market and trading at a discount to their intrinsic value, has been well executed.

By Standard & Poor's
MUTUAL FUNDS APR 15, 2010
Finra cracks down on credit disclosure

Morgan Keegan fallout? The securities regulator warns B-Ds that bonds in funds cannot be considered 'rated' unless a third-party actually does the rating

By Jessica Toonkel Marquez
JPMorgan losing top asset management exec
MUTUAL FUNDS APR 14, 2010
JPMorgan losing top asset management exec

Eve Guernsey will retire as CEO, investment management Americas, at J.P. Morgan Asset Management by the end of 2010.

By Douglas Appell
Investors open to closed-end funds
MUTUAL FUNDS APR 14, 2010
Investors open to closed-end funds

Investors who are seeking yield in a low-return environment are finding pockets of opportunities in the peculiar world of closed-end mutual funds.

By David Hoffman
MUTUAL FUNDS APR 13, 2010
Morningstar acquires financial publisher Footnoted

Investment researcher Morningstar Inc. said Tuesday it acquired the Footnoted business of Financial Fineprint Inc., which reviews companies' regulatory filings and highlights examples of potential financial troubles or excessive compensation.

By Bloomberg
ETFS APR 07, 2010
Invesco launches first ETF targeting closed-end-fund index

Invesco PowerShares Capital Management LLC today unveiled the first exchange-traded fund to invest in an index of closed-end funds.

By Bloomberg
REITs are still a good value, says ING Global's Ferguson
ALTERNATIVES APR 06, 2010
REITs are still a good value, says ING Global's Ferguson

An upturn is coming in the publicly traded real estate space, and investors need to be nimble to take advantage, says Ritson Ferguson, manager of the $1.9 billion ING Global Real Estate Fund

By Jeff Benjamin
MUTUAL FUNDS APR 04, 2010
High court ruling opens door for more lawsuits over mutual fund fees

While the Supreme Court's ruling last week on a controversial lawsuit over mutual fund fees was viewed as a huge win by the mutual fund industry, the decision will likely put more pressure on the boards and managements of fund companies to defend their fees and could open the door to even more litigation.

By Jessica Toonkel Marquez