Mutual Funds

Displaying 5344 results
Beaten down financial-sector stocks trigger debate over when to jump in
INVESTING EQUITIES JUL 11, 2016
Beaten down financial-sector stocks trigger debate over when to jump in

Being early is the same thing as being wrong.

By Jeff Benjamin
Equity precious metals funds are riding higher on Brexit wave
INVESTING EQUITIES JUL 11, 2016
Equity precious metals funds are riding higher on Brexit wave

Some funds up more that 100% so far this year.

By Jeff Benjamin
ETF liquidity a growing point of financial industry contention
INVESTING ALTERNATIVES JUL 10, 2016
ETF liquidity a growing point of financial industry contention

Little to indicate the ETF industry is fully prepared for a major rush to the exits by investors.

By MFXFeeder
INVESTING MUTUAL FUNDS JUL 08, 2016
Take 5: Oakmark's Bill Nygren sees value in bank stocks

By John Waggoner
Managed futures funds took some of the sting out of Brexit
INVESTING MUTUAL FUNDS JUL 07, 2016
Managed futures funds took some of the sting out of Brexit

Safe haven currencies, bonds and metals soothed some wounds.

By John Waggoner
Treasury bonds beat stocks the past 10 years. You heard it right
INVESTING MUTUAL FUNDS JUL 07, 2016
Treasury bonds beat stocks the past 10 years. You heard it right

By John Waggoner
INVESTING EQUITIES JUL 06, 2016
DoubleLine's Jeffrey Gundlach says Donald Trump would be huge for stocks, not so much for bonds

<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach says a Donald Trump presidency would be bad for bonds, but good for stocks.

By Jeff Benjamin
Vanguard awash in new money as investors pour into passive funds
INVESTING MUTUAL FUNDS JUL 05, 2016
Vanguard awash in new money as investors pour into passive funds

By Bloomberg
Despite congressional relief, impending Puerto Rico debt default could trip up municipal bond investors
INVESTING MUTUAL FUNDS JUL 05, 2016
Despite congressional relief, impending Puerto Rico debt default could trip up municipal bond investors

OppenheimerFunds, Franklin Templeton maintain big exposure to the troubled island's debt.

By Jeff Benjamin
Unlike other active funds, First Eagle's fund champions its passion for cash
INVESTING EQUITIES JUL 01, 2016
Unlike other active funds, First Eagle's fund champions its passion for cash

First Eagle Overseas Fund's large cash holdings gives it a 'leg up' when markets turn choppy.

By Jeff Benjamin
A hedge fund manager's view of liquid alternative funds
INVESTING ALTERNATIVES JUN 29, 2016
A hedge fund manager's view of liquid alternative funds

<i>Breakfast with Benjamin</i> Liquid alternative strategies are growing up, and that means some growing pains.

By Jeff Benjamin
Fidelity takes on Vanguard by cutting prices on index funds, ETFs
INVESTING MUTUAL FUNDS JUN 29, 2016
Fidelity takes on Vanguard by cutting prices on index funds, ETFs

The Boston fund giant is lowering expense ratios on 27 index funds and ETFs.

By John Waggoner
INVESTING PRACTICE MANAGEMENT JUN 29, 2016
College savings plans to lobby for unlimited investment changes

Supporters of 529 plans want tweaks to law that caps fund changes at two per year, which could spur adviser interest in managing them.

By Liz Skinner
INVESTING RETIREMENT PLANNING JUN 28, 2016
401(k) investors concentrated in low-cost mutual funds: Investment Company Institute

The larger trend toward passive investing, as well as cost-consciousness on the part of plan sponsors and general industry push to lower expense ratios, are at play.

By Greg Iacurci
Along with advisers, Fidelity, BlackRock and Vanguard urge investors to stay the course
INVESTING MUTUAL FUNDS JUN 28, 2016
Along with advisers, Fidelity, BlackRock and Vanguard urge investors to stay the course

But they're remarkably short on what to buy.

By John Waggoner
What to say when clients hate you for advising international investments
INVESTING PRACTICE MANAGEMENT JUN 28, 2016
What to say when clients hate you for advising international investments

First off, advisers should tell them that adding international stocks can dampen a portfolio's volatility, and increase the number of potential winners.

By John Waggoner
INVESTING MUTUAL FUNDS JUN 28, 2016
Fidelity blocks opening trades on several ETF products, citing suitability concerns

The fund giant wouldn't say if regulatory pressure compelled it to impose the practice.

By John Waggoner
INVESTING ETFS JUN 27, 2016
DoubleLine's Jeffrey Gundlach says gold is the place to be

<i>Breakfast with Benjamin</i> Jeffrey Gundlach is embracing the safe haven of gold: &quot;Things are shaky and feeling dangerous.&quot;

By Jeff Benjamin
Investors loving BlackRock's high-yield bond ETF thanks to Brexit
INVESTING MUTUAL FUNDS JUN 27, 2016
Investors loving BlackRock's high-yield bond ETF thanks to Brexit

Junk-bond fund posted $291 million of inflows during rout.

By Bloomberg
Carlyle Group, KKR and other private equity firms target individual investors with interval funds
INVESTING ALTERNATIVES JUN 27, 2016
Carlyle Group, KKR and other private equity firms target individual investors with interval funds

Weighing the pros and cons of the new registered fund

By Jeff Benjamin