Mutual Funds

Displaying 5344 results
Legendary mutual-fund manager Bill Miller cuts ties with Legg Mason
INVESTING MUTUAL FUNDS AUG 12, 2016
Legendary mutual-fund manager Bill Miller cuts ties with Legg Mason

The stockpicker reached a deal to buy out Legg Mason's stake in the entity housing his funds, which he'll continue to run.

By John Waggoner
INVESTING MUTUAL FUNDS AUG 12, 2016
No easy choices for investors looking to buck the herd with contrarian funds

Offerings from Fidelity, Columbia, Janus and others look for inflection points of maximum pessimism about a particular stock or industry.

By John Waggoner
State Street Global Advisers to shutter 12 unloved ETFs
INVESTING MUTUAL FUNDS AUG 12, 2016
State Street Global Advisers to shutter 12 unloved ETFs

By John Waggoner
Bond-fund correlations increase interest-rate risk
INVESTING ALTERNATIVES AUG 12, 2016
Bond-fund correlations increase interest-rate risk

Financial advisers should diversify into credit-risk strategies.

By Jeff Benjamin
Precious metals funds ride gold trade to 120% rally
INVESTING EQUITIES AUG 11, 2016
Precious metals funds ride gold trade to 120% rally

Gold mining stocks continue to leverage rising gold prices.

By Jeff Benjamin
Active ETFs produce few stars and even fewer fans
INVESTING EQUITIES AUG 11, 2016
Active ETFs produce few stars and even fewer fans

Mutual fund firms move defensively toward active ETFs.

By Jeff Benjamin
BlackRock, State Street, TIAA: Expect lower returns, higher volatility ahead
INVESTING MUTUAL FUNDS AUG 11, 2016
BlackRock, State Street, TIAA: Expect lower returns, higher volatility ahead

The firms all say in their mid-year outlooks that investors should seek dividends and diversification. Some are betting on bond markets, gold and cash.

By John Waggoner
INVESTING EQUITIES AUG 10, 2016
BlackRock chops 10 ETFs with solid returns but limited investor appeal

Plus: Central bankers have altered the financial world, the ABCs of smart-beta due diligence, and seven steps to transforming your advisory practice

By Jeff Benjamin
INVESTING EQUITIES AUG 10, 2016
A case for cash when stock prices are off the charts

Plus: The end of hedge fund fees, a mutual fund for the marijuana industry, and the economics of not getting married.

By Jeff Benjamin
Nuveen Investments expands access to alternatives for financial advisers' wealthy clients
INVESTING ALTERNATIVES AUG 10, 2016
Nuveen Investments expands access to alternatives for financial advisers' wealthy clients

Leaning on technology to streamline the process.

By Jeff Benjamin
Fidelity, American Century and Jefferies offer upbeat outlooks for second half of 2016
INVESTING MUTUAL FUNDS AUG 10, 2016
Fidelity, American Century and Jefferies offer upbeat outlooks for second half of 2016

Big contrast with gloomy forecasts from BlackRock, State Street Global Advisers and TIAA.

By John Waggoner
Liquid alt imposters fall to the wayside
INVESTING EQUITIES AUG 09, 2016
Liquid alt imposters fall to the wayside

Investors continue to ignore market hedging strategies.

By Jeff Benjamin
ETFs boost liquidity in times of financial stress
INVESTING OPINION AUG 07, 2016
ETFs boost liquidity in times of financial stress

ETFs convey substantial benefits to investors while providing liquidity to our markets

By Paul Schott Stevens
Roth IRA investors more aggressive, make fewer withdrawals than traditional IRA investors: ICI
INVESTING RETIREMENT PLANNING AUG 04, 2016
Roth IRA investors more aggressive, make fewer withdrawals than traditional IRA investors: ICI

Most traditional IRA investors start with rollovers.

By John Waggoner
NYSE owner Intercontinental Exchange targets bond ETFs business
INVESTING MUTUAL FUNDS AUG 02, 2016
NYSE owner Intercontinental Exchange targets bond ETFs business

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By Bloomberg
INVESTING EQUITIES AUG 02, 2016
When it comes to asset management, look for experience

Plus: Breaking the active management habit, the active-passive research conundrum, and recalculating retirement savings calculators

By Jeff Benjamin
Schwab's ETF empire gaining on BlackRock and Vanguard
INVESTING MUTUAL FUNDS AUG 01, 2016
Schwab's ETF empire gaining on BlackRock and Vanguard

For the past 12 months, assets in the discount broker's funds grew 39.7%, to $47.9 billion.

By John Waggoner
Vanguard closes $30 billion dividend growth fund to new investors
INVESTING MUTUAL FUNDS AUG 01, 2016
Vanguard closes $30 billion dividend growth fund to new investors

Popular fund is riding wave of investors' love of dividends.

By John Waggoner
INVESTING ALTERNATIVES JUL 28, 2016
Rob Arnott says cheesy copy cats are hurting smart beta investing

Plus: Gold is investing in monetary chaos, corporate bonds fly off the shelves, and more fuzzy employment math

By Jeff Benjamin
Investing in the most hated bull market: When your clients say they can't stomach stocks
INVESTING MUTUAL FUNDS JUL 28, 2016
Investing in the most hated bull market: When your clients say they can't stomach stocks

Financial advisers say it's crucial to get investors to stay focused on diversification, dividends and their long-term goals.

By John Waggoner