Mutual Funds

Displaying 5344 results
Vanguard changes management of three funds with combined assets of $24 billion
INVESTING MUTUAL FUNDS JUL 28, 2016
Vanguard changes management of three funds with combined assets of $24 billion

By John Waggoner
INVESTING MUTUAL FUNDS JUL 27, 2016
Dan Ivascyn, Bill Gross' successor at Pimco, not as flamboyant as the old bond king, but he has produced results

He cuts a much lower profile and his comments about the market are filled with introspection.

By Lisa Abramowicz
INVESTING BROKER DEALERS JUL 27, 2016
Securities America to pay $1.5 million for mutual fund overcharges

The independent broker-dealer is paying restitution for failing to waive sales charges for some retirement plans and charitable organizations, according to Finra.

By Greg Iacurci
Jeffrey Gundlach reaches for bond king crown as DoubleLine's active ETF closes in on Pimco
INVESTING ETFS JUL 27, 2016
Jeffrey Gundlach reaches for bond king crown as DoubleLine's active ETF closes in on Pimco

Better performance and State Street's distribution muscle are key success factors.

By Jeff Benjamin
INVESTING OPINION JUL 26, 2016
Why women tend to outperform men when investing

By Kara Murphy
INVESTING EQUITIES JUL 25, 2016
REIT ETFs trouncing stocks thanks to low interest rates and flight to passive investing

Real estate-focused exchange traded funds attracted $1.5 billion in new money in June, followed by $1.3 billion the month before, according to FactSet.

By Jeff Benjamin
Eaton Vance fund loads up on cash after making 15% during bond rally
INVESTING MUTUAL FUNDS JUL 24, 2016
Eaton Vance fund loads up on cash after making 15% during bond rally

Bond market losing allure amid hunt for yield, says fund manager Kathleen Gaffney

By Bloomberg
Take 5: Nuveen's Bob Doll says active managers can beat the indexes
INVESTING MUTUAL FUNDS JUL 22, 2016
Take 5: Nuveen's Bob Doll says active managers can beat the indexes

Five candid responses on his annual predictions, Donald Trump's campaign, active management, low yields, and reading up on Christian best practices.

By John Waggoner
INVESTING EQUITIES JUL 22, 2016
Investors pour into junk bond ETFs, signaling more upside for stocks

<i>Breakfast with Benjamin</i> Investors are flocking to junk bond ETFs, showing another leg of risk-on investing.

By Jeff Benjamin
Fund flows in June: Fidelity, Franklin Templeton hit with biggest outflows
INVESTING MUTUAL FUNDS JUL 21, 2016
Fund flows in June: Fidelity, Franklin Templeton hit with biggest outflows

Vanguard, BlackRock funds see the biggest inflows, largely because they're the largest providers of passively managed funds.

By John Waggoner
Hottest emerging-markets funds spice things up with Latin America
INVESTING MUTUAL FUNDS JUL 21, 2016
Hottest emerging-markets funds spice things up with Latin America

Brandes, Invesco funds add a helping of Brazil.

By John Waggoner
INVESTING EQUITIES JUL 21, 2016
Why it does and doesn't matter if fund managers invest in their own funds

<i>Breakfast with Benjamin</i> Should you care if a portfolio manager is investing in a fund he or she is managing? It depends.

By Jeff Benjamin
Why the DOL fiduciary rule will lead to more ETF innovation
INVESTING OPINION JUL 21, 2016
Why the DOL fiduciary rule will lead to more ETF innovation

Asset managers must expand the depth and breadth of their offerings&#160;to become more relevant and differentiated.

By Thomas Hoops
INVESTING EQUITIES JUL 18, 2016
Goldman says U.S. investors should keep their portfolios local

Plus: Diversification varies when it comes to ETFs, Wall Street starts cutting pay, and the next President will need to figure out how to handle Congress

By Jeff Benjamin
Trouble ahead? Stock and bond markets sending divergent signals
INVESTING EQUITIES JUL 18, 2016
Trouble ahead? Stock and bond markets sending divergent signals

Treasury yields hit the floor while stocks hope for the best.

By Jeff Benjamin
BlackRock starts off subdued earnings season for fund companies
INVESTING MUTUAL FUNDS JUL 15, 2016
BlackRock starts off subdued earnings season for fund companies

By John Waggoner
INVESTING EQUITIES JUL 15, 2016
Bond market is signaling it's time to sell stocks

<i>Breakfast with Benjamin</i> The direction of bond yields does not bode well for the equity markets.

By Jeff Benjamin
As stock market soars, financial advisers batten down the hatches
INVESTING EQUITIES JUL 13, 2016
As stock market soars, financial advisers batten down the hatches

String of negative earnings don't support stock price valuations.

By Jeff Benjamin
INVESTING EQUITIES JUL 11, 2016
Japan's stock market rally has investors suddenly looking eastward

<i>Breakfast with Benjamin</i> The sudden rally in Japan has some citing a turnaround, riding on the wave of Abenomics.

By Jeff Benjamin
SunAmerica fund picks just 30 stocks once a year and clobbers the competition
INVESTING MUTUAL FUNDS JUL 11, 2016
SunAmerica fund picks just 30 stocks once a year and clobbers the competition

By John Waggoner