Mutual Funds

Displaying 5421 results
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
ETFS NOV 08, 2007
ProShare unveils two ETFs

ProShare Advisors launched two short exchange traded funds that are designed to generate inverse performance compared to the markets in China and Japan.

By Bloomberg
MUTUAL FUNDS NOV 07, 2007
Fidelity unveils three mutual funds

The funds include an international style-consistent growth fund and an asset allocation fund.

By Bloomberg
ETFS NOV 07, 2007
Rydex debuts ExpressShares ETFs

Rydex Investments has launched six ExpressShares exchange traded funds on the American Stock Exchange today, bringing the size of its ETF family to 30.

By Bloomberg
MUTUAL FUNDS NOV 05, 2007

By Investment News Team
ETFS NOV 05, 2007
Capital gains looming once again

Mutual fund investors will learn the hard way at the end of this year that you can never keep the tax man away for long.

By Bloomberg
ETFS NOV 05, 2007
ProShare Advisors to offer 48 leveraged ETFs

In a move criticized by some industry experts, ProShare Advisors LLC plans to introduce 48 exchange traded funds that use leverage to provide short or magnified exposure to commodities and currencies.

By Bloomberg
MUTUAL FUNDS NOV 05, 2007
New series of indexes track top actively managed funds

A Massachusetts investment advisory firm has launched a series of indexes based on actively managed mutual funds.

By Bloomberg
MUTUAL FUNDS NOV 05, 2007
Funds with redemption fees can't be QDIAs

Mutual funds that charge redemption fees will not qualify as default investments under the Department of Labor's recently announced final rules.

By Bloomberg
RETIREMENT PLANNING NOV 05, 2007
Funds, 401(k) service providers differ on fee breakdown

The mutual fund industry and independent 401(k) service providers squared off last week before the House Ways and Means Committee over whether fees for various 401(k) services should be broken down in disclosures to employers.

By Bloomberg
ETFS NOV 01, 2007
ETFs assets grow 3.8% in October

It was the ETF Insider's index of the top 50 exchange traded funds' second-strongest month this year.

By Bloomberg
ETFS OCT 29, 2007
WisdomTree yields new ETF

Tomorrow, WisdomTree Trust will debut an ETF offering exposure to small-cap stocks in emerging markets.

By Bloomberg
RETIREMENT PLANNING OCT 29, 2007
QDIA rules expected to have widespread ramifications

The new regulations from the Department of Labor covering qualified default investment alternatives will have widespread ramifications for both financial advisers and insurance companies.

By Bloomberg
MUTUAL FUNDS OCT 29, 2007
Younger boomers off the radar screen

Mutual fund companies catering to the first wave of baby boomers, now nearing retirement, may be neglecting younger boomers who have many more years of work still ahead of them.

By Bloomberg
ETFS OCT 29, 2007
Most investors can't distinguish ETFs from mutual funds

Exchange traded funds are becoming a must-have for individual investors, but few of them know exactly what they are, how they work or what makes them different from their mutual fund cousins, advisers observed.

By Bloomberg
MUTUAL FUNDS OCT 29, 2007
Maintaining fixed short position may be a mistake in 130/30s

Quantitative investment strategies that maintain consistent long and short exposures, commonly known as 130/30s, are hot.

By Bloomberg
MUTUAL FUNDS OCT 29, 2007
Brokers' fund choices are limited for reasons of compliance, report says

Brokerage firm advisers are offering investors fewer mutual funds because the compliance burden of putting clients into new funds are too onerous, according to a report by Westwood, Mass.-based Hobson & Co.

By Bloomberg
MUTUAL FUNDS OCT 29, 2007
Expenses are a high priority for 401(k) investors

While 401(k) investors' choices of mutual funds vary widely, one element of concern seems to be constant: cost.

By Bloomberg