Mutual Funds

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Why mutual fund companies are losing the name game
PRACTICE MANAGEMENT MAR 03, 2010
Why mutual fund companies are losing the name game

Because financial products generally are sold and not bought, financial services companies traditionally have been great sales machines and lousy marketers.

By Evan Cooper
PRACTICE MANAGEMENT MAR 03, 2010
Role of CCOs for mutual funds may be recast

By David Hoffman
ETFS FEB 26, 2010
Morningstar: Fixed-income funds now 30% of mutual fund market

Mutual funds saw inflows of $44.5 billion in January, according to report released today by Morningstar Inc.

By Bloomberg
MUTUAL FUNDS FEB 26, 2010
Citing adviser frustration, TFS Fund backs away from performance-based fee

After nearly four years of linking its management fee directly to its investment performance, TFS Small Cap Fund (TFSSX) is raising the white flag and reverting to a more traditional static expense ratio.

By Jeff Benjamin
MUTUAL FUNDS FEB 24, 2010
Dividend-slicing trend nearly over, says Henderson's Job Curtis

Corporate-dividend payouts have fallen over the past few years, but the bottom is now in sight, according to Job Curtis, manager of the $570 million Henderson Global Equity Income Fund (HFQAX).

By Jeff Benjamin
MUTUAL FUNDS FEB 24, 2010
Some cost-cutting companies flying under investors' radar, says Robeco Boston Partners' Donovan

Despite last year's rally, there remains a pocket of opportunity among those stocks that have lagged the overall market, according to Mark Donovan, manager of the $500 million John Hancock Disciplined Value Fund Ticker:(JVLAX).

By Jeff Benjamin
MUTUAL FUNDS FEB 24, 2010
Bank money flows imply inflation fears, says researcher

The recent pattern of money flows into bank deposits suggests growing investor concerns that an inflationary period is looming, according to Dan Geller, executive vice president at researcher Market Rates Insight.

By Jeff Benjamin
MUTUAL FUNDS FEB 24, 2010
Danger on the money market horizon: Rising rates could sink funds

A friend in the mutual fund business, whom I respect, has shared some observations about money market funds that are alarming and worthy of note.

By Evan Cooper
MUTUAL FUNDS FEB 23, 2010
John Hancock launching 'to retirement' series of target-date funds

John Hancock Funds LLC has filed papers with the Securities and Exchange Commission to launch a new suite of target date funds that are specifically designed for investors up until the point they retire, a company official said today.

By Bloomberg
MUTUAL FUNDS FEB 22, 2010
ING's El-Khodr: U.S. dividend play is yielding dividends

International money managers drawn to dividends have been gobbling up shares of U.S.-based companies over the past year, according to Moudy El-Khodr, co-manager of the ING Global Equity Dividend Fund Ticker:(IAGEX).

By Jeff Benjamin
MUTUAL FUNDS FEB 22, 2010
InvestmentNews announces winners of its Adviser's Choice awards

InvestmentNews today announced the winners of its inaugural Adviser's Choice Awards, which honor financial advisers' top picks for the most outstanding companies and portfolio managers in the mutual fund industry.

By Bloomberg
MUTUAL FUNDS FEB 21, 2010
ICI, kaChing in smack-down over fund fees

The Investment Company Institute has slammed assertions kaChing Group Inc. made regarding mutual fund fees, continuing an online sparring match between the two.

By Jessica Toonkel Marquez
EMERGING MARKETS FEB 21, 2010
John Hancock Funds the latest to launch interest rate hedge

John Hancock Funds LLC today launched an international fixed-income fund to enable investors to hedge against rising interest rates.

By Jessica Toonkel Marquez
MUTUAL FUNDS FEB 21, 2010
Fund companies are prepping bond investors for rising rates

Fearing a backlash from investors who are still piling into bond funds, mutual fund companies are rolling out sales and marketing campaigns to encourage investors to shift assets into other products.

By David Hoffman
MUTUAL FUNDS FEB 19, 2010
Fund companies' profits up, but share prices down

Shares of asset management companies fell with the broader market in afternoon trading Thursday even after several reported big earnings gains to close out 2009.

By Associated Press
ETFS FEB 19, 2010
Invesco Powershares CEO Bruce Bond stepping back

Bruce Bond is stepping down as chief executive of Invesco PowerShares Capital Management LLC, the exchange-traded-fund provider he founded in 2003.

By David Hoffman
ETFS FEB 19, 2010
What's wrong with actively managed ETFs?

Although actively managed exchange-traded funds are just in their infancy, many financial advisers and even some ETF providers have already written them off.

By David Hoffman
ETFS FEB 19, 2010
Eaton Vance and Invesco PowerShares roll out Build America bond funds

Eaton Vance Management and Invesco PowerShares on Tuesday announced new investment products offering exposure to the government's Build America Bonds stimulus program, which seeks to spur construction and repair projects by state and local governments.

By Associated Press
ETFS FEB 17, 2010
Fidelity in talks to launch new proprietary ETFs: Sources

Rumors have been flying of late that Fidelity Investments may be looking to expand its proprietary exchange-traded-fund lineup. Now sources say the firm has been ramping up talks with index providers and other partners to do just that.

By Jessica Toonkel Marquez
ETFS FEB 16, 2010
SEC eyes lifting exemptive order requirement on ETFs

A stalled proposal hammered out last year to permit exchange traded funds to operate without having to obtain individual exemptive orders may finally see the light of day -- and soon.

By David Hoffman