Mutual Funds

Displaying 5349 results
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
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
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
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
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
Vanguard changes management of three funds with combined assets of $24 billion
MUTUAL FUNDS JUL 28, 2016
Vanguard changes management of three funds with combined assets of $24 billion

By John Waggoner
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
INDEPENDENT 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
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
OPINION JUL 26, 2016
Why women tend to outperform men when investing

By Kara Murphy
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
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
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
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
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
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
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
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
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
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