Mutual Funds

Displaying 5344 results
INVESTING MUTUAL FUNDS DEC 11, 2009
Thomas Samuelson: Investors must think outside the box

A growing demand for commodities in emerging and developing markets requires a new way of analyzing commodity investment strategies, according to Thomas Samuelson, chief investment officer at Advanced Equities Asset Management.

By Jeff Benjamin
INVESTING ETFS DEC 10, 2009
Coming off a high: ETF assets dip slightly, to $689B

By David Hoffman
INVESTING MUTUAL FUNDS DEC 10, 2009
Vanguard proposes index fund mergers

Vanguard Group plans to merge two institutional index funds into other Vanguard offerings with similar objectives, while adding an institutional share class to the surviving funds.

By Douglas Appell
INVESTING MUTUAL FUNDS DEC 10, 2009
Morningstar gives Vanguard target date funds top grade

Morningstar Inc. last week launched ratings and research reports for 20 of the largest target date mutual funds — and identified The Vanguard Group Inc. as the best target date provider for investors, based on such criteria as management, fees and performance.

By David Hoffman
INVESTING MUTUAL FUNDS DEC 09, 2009
Little Rock investment show host fined for alleged mutual fund fraud

The Arkansas Securities Department announced Tuesday that it fined a broker $50,000 and suspended his license for two weeks after a probe into alleged fraudulent mutual fund sales

By Associated Press
INVESTING MUTUAL FUNDS DEC 09, 2009
Fund firms step up hiring

As investors slowly dip their toes back into the stock market, mutual fund companies are cautiously hiring again.

By David Hoffman
INVESTING MUTUAL FUNDS DEC 09, 2009
Most portfolio managers shun their own funds

Helpful hint for mutual fund portfolio managers: Get some skin in the game if you want to outperform other managers.

By Dan Jamieson
INVESTING MUTUAL FUNDS DEC 08, 2009
Putnam CEO: Performance will win back advisers

Robert Reynolds, president and chief executive of Putnam Investments, is nothing if not an optimist.

By Sue Asci
INVESTING MUTUAL FUNDS DEC 08, 2009
Putnam to combine absolute-return funds with target date funds

Putnam Investments expects to deploy its absolute-return funds within target date retirement funds — a strategy slated for launch this fall.

By Sue Asci
INVESTING RIAS DEC 07, 2009
As insurers gain in wealth management race, hurdles remain high

In the long battle to position themselves as wealth managers, life insurance companies still have to prove to financial advisers that they can do more than sell annuities.

By Darla Mercado
INVESTING MUTUAL FUNDS DEC 06, 2009
Borzi: Labor Dept. still considering target date regs

The Labor Department is still considering regulating target date funds, according to Phyllis C. Borzi, assistant secretary of labor for the Employee Benefits Security Administration.

By Jessica Toonkel Marquez
INVESTING MUTUAL FUNDS DEC 06, 2009
John Wenker: Commercial real estate a flop, but REITs are hot

If commercial real estate is in such bad shape, why are real estate investment trusts thriving?

By Jeff Benjamin
INVESTING RETIREMENT PLANNING DEC 06, 2009
Skewed IRA, 401(k) data present window for advisers

Government estimates about how much investors withdraw from their 401(k)s and IRAs are probably way off — maybe by hundreds of millions of dollars, according to a report published late last month by the Investment Company Institute.

By Jessica Toonkel Marquez
INVESTING MUTUAL FUNDS DEC 06, 2009
Joel Hirsh: In equities, big and boring is best

The next wave of equity opportunities lie in big, “boring” companies that have been largely overlooked in the current rally, according to hedge fund manager Joel Hirsh.

By Bloomberg
INVESTING MUTUAL FUNDS DEC 03, 2009
SEC to consider putting an end to 12(b)-1 fees

By Sara Hansard
INVESTING ETFS DEC 02, 2009
Commodities funds seen overcoming speculation concerns

Exchange-traded commodities funds will continue to prosper despite regulators' concerns that they may have helped fuel the run-up in oil prices last year.

By Bloomberg
INVESTING ETFS DEC 02, 2009
Pimco, Global X launch ETFs

With The Vanguard Group Inc. on its heels, Pacific Investment Management Co. LLC today launched new actively managed exchange-traded funds.

By David Hoffman
INVESTING RIAS DEC 02, 2009
ETF Roundtable transcript

The following is an edited transcript of the round-table discussion. It was moderated by <i>InvestmentNews</i> deputy editor Evan Cooper and reporter David Hoffman.

By MFXFeeder
INVESTING EMERGING MARKETS DEC 02, 2009
ETF sponsors can't resist latest trend

Now that exchange-traded funds can come to market with relatively little fuss, providers are readying to launch emerging-markets ETFs in what industry observers call an ill-advised attempt to jump on the latest trend.

By David Hoffman
INVESTING ETFS DEC 01, 2009
Pimco joins actively managed ETF biz

Pacific Investment Management Co. LLC last week launched its first actively managed exchange-traded fund.

By David Hoffman