Mutual Funds

Displaying 5358 results
MUTUAL FUNDS DEC 03, 2007
Legg Mason stumbles

These days, Legg Mason Inc. is a bit weak in the knees.

By Bloomberg
MUTUAL FUNDS DEC 03, 2007
SEC is evaluating a shortened prospectus

The Securities and Exchange Commission might adopt a shortened prospectus that could save the industry $300 million a year in printing and mailing costs — and help preserve the environment.

By Bloomberg
MUTUAL FUNDS DEC 03, 2007
Bear funds starting to roar

Bear market mutual funds have come out of hibernation. For the 30 days through last Monday — the day major stock market indexes ended 10% down from their October peaks, signaling a market correction — the bear fund category had risen 11.27%, according to Morningstar Inc. of Chicago.

By Bloomberg
MUTUAL FUNDS NOV 26, 2007
Gen Xers have need for advice but are off radar

While many of the 45.8 million people born between 1965 and 1975 would like help with investing, the 32- to 42-year-old members of so-called Generation X probably won't be receiving much attention from financial firms anytime soon.

By Bloomberg
MUTUAL FUNDS NOV 26, 2007
Vanguard push for fair-value-pricing indexes falls on deaf ears

Extending the practice of fair-value pricing to indexes is being proposed to create better benchmarks, but some index providers aren't buying that idea.

By Bloomberg
LIFE INSURANCE AND ANNUITIES NOV 26, 2007
Mutual fund/insurance hybrid on the horizon

As early as next year, retirees may see a new hybrid investment product that blends mutual funds with insurance guarantees, possibly signifying an alliance between the two industries.

By Bloomberg
MUTUAL FUNDS NOV 26, 2007
Fidelity funds abstain on some proxy resolutions

Top funds operated by Fidelity Investments stopped voting against shareholder resolutions that urge disclosure of corporate political spending for the 2007 proxy season, according to a study by a group that advocates for transparency in political spending.

By Bloomberg
ETFS NOV 26, 2007
Rydex chases rivals with glitzy new ads

Rydex Investments of Rockville, Md., is hoping that a glitzy new marketing campaign that includes television commercials will help it overcome the head start its chief rival has taken with regard to inverse and leveraged exchange traded funds.

By Bloomberg
ETFS NOV 19, 2007
Analyzing international ETFs a challenge

Although exchange traded funds increasingly provide an inexpensive way for financial advisers to gain access to international markets, analyzing such ETFs is more difficult than analyzing those that stick to domestic securities.

By Bloomberg
MUTUAL FUNDS NOV 19, 2007
New fund investing in infrastructure

Kensington Investment Group Inc. in Orinda, Calif., makes a strong case for being uniquely suited to manage the first open-end mutual fund focused on the development and reinforcement of a worldwide infrastructure.

By Investment News Team
MUTUAL FUNDS NOV 19, 2007
3 for the money: Fund giants dominate

With three mutual fund giants well on their way to capturing nearly 40% of all U.S. fund assets, thousands of smaller fund companies are left competing for the rest, and some even contemplate exiting the business.

By Bloomberg
MUTUAL FUNDS NOV 19, 2007
IDC: Independence rule unnecessary for boards

Fund boards have adopted governance practices that are thought to serve the best interests of shareholders "in advance, or in the absence, of any regulatory mandate to do so," according to a new study from Independent Directors Council.

By Bloomberg
MUTUAL FUNDS NOV 19, 2007
Subprime problems are hitting money funds

Money market funds usually are as boring as it gets in the investment business.

By Bloomberg
ETFS NOV 16, 2007
Barclays ETFs debut on Nasdaq

Barclays Global Investors has launched eight new iShares international exchange traded funds.

By Bloomberg
MUTUAL FUNDS NOV 14, 2007
401(k)s boost mutual fund ownership

Nearly 51 million U.S. households own mutual funds, representing 44% of all households.

By Bloomberg
MUTUAL FUNDS NOV 12, 2007
Subadvisers are grabbing larger piece of the market

Competition and demand for the best asset managers are fueling a growth in subadvised funds, which are gathering assets faster than those managed internally.

By Bloomberg
MUTUAL FUNDS NOV 12, 2007
Multimanager approach makes inroads at Fidelity, Janus

Although Fidelity Investments and Janus Capital Group Inc. recently designated multiple managers for specific portfolios, neither firm is abandoning their individual-portfolio-manager system.

By Bloomberg
MUTUAL FUNDS NOV 12, 2007
Advisers skeptical of funds aimed at retirees

As more products that aim to deliver regular payouts in retirement hit the market, many advisers are taking a wait-and-see approach before recommending them to their clients.

By Bloomberg
MUTUAL FUNDS NOV 12, 2007
Fund trustees said to favor repean of 12(b)-1s

Many mutual fund trustees would like to repeal the Securities and Exchange Commission's 12(b)-1 regulation that allows mutual funds to use fund assets to pay for marketing, a Washington lawyer who represents mutual funds reports.

By Bloomberg
MUTUAL FUNDS NOV 08, 2007
Regs hard on mutual funds, says survey

Board members and fund executives polled are now spending more than 50 hours per quarter managing board responsibilities.

By Bloomberg