Mutual Funds

Displaying 5349 results
Mutual fund born during Great Depression proves the value of buy-and-hold
MUTUAL FUNDS JUN 14, 2016
Mutual fund born during Great Depression proves the value of buy-and-hold

The 81-year-old Voya Corporate Leaders Trust beats most by doing nothing.

By John Waggoner
Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs
MUTUAL FUNDS JUN 14, 2016
Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs

Three of the Franklin LibertyQ funds are core multi-strategy funds, seeking a combination of quality, value, momentum and low-volatility stocks.

By John Waggoner
Invesco, Longleaf funds stashing cash as bear market cushion
MUTUAL FUNDS JUN 09, 2016
Invesco, Longleaf funds stashing cash as bear market cushion

But these funds will look like idiots in a rip-snorting bull market.

By John Waggoner
RIA NEWS JUN 09, 2016
The DOL fiduciary rule will forever change financial advice, and the industry has to adapt

The DOL fiduciary rule will forever change financial advice, and the industry now faces the challenge of adapting to the new regulation.

By Liz Skinner
T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients
MUTUAL FUNDS JUN 08, 2016
T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients

Firm's moves stem from error it made in voting on the 2013 buyout of Dell.

By John Waggoner
Finra orders Oppenheimer & Co. to pay $2.9M for unsuitable sales of nontraditional ETFs
PRACTICE MANAGEMENT JUN 07, 2016
Finra orders Oppenheimer & Co. to pay $2.9M for unsuitable sales of nontraditional ETFs

More than 30,000 non-traditional ETF transactions, totaling approximately $1.7 billion, were carried out by Oppenheimer representatives, according to the regulator.

By Tanvi Acharya
The ETF liquidity mirage
ALTERNATIVES JUN 06, 2016
The ETF liquidity mirage

Are investors making a huge mistake in thinking ETFs are somehow more liquid than their underlying investments?

By Bob Rice
T. Rowe Price makes a $190 million misstep
MUTUAL FUNDS JUN 06, 2016
T. Rowe Price makes a $190 million misstep

Wrong vote in 2013 on Dell proxy costs shareholders.

By John Waggoner
Pimco's new catchphrase to sum up the global economy: stable, but not secure
ETFS JUN 06, 2016
Pimco's new catchphrase to sum up the global economy: stable, but not secure

Central bank policies showing signs of exhaustion, investment giant says.

By John Waggoner
Megacaps now S&P 500's curse as smart beta gets payback
MUTUAL FUNDS JUN 03, 2016
Megacaps now S&P 500's curse as smart beta gets payback

Equal-weighted index beats S&P 500 by most in three years.

By Bloomberg
American Funds' platform puts target-date funds under a microscope
EQUITIES JUN 03, 2016
American Funds' platform puts target-date funds under a microscope

Fund giant offering financial advisers a tool for evaluating the funds that adheres to the 2013 guidance from the Department of Labor.

By Jeff Benjamin
Stock sellers got burned in May but volatility set to return in June
EQUITIES JUN 03, 2016
Stock sellers got burned in May but volatility set to return in June

June has been a good month to do something besides invest in the stock market.

By John Waggoner
DoubleLine's Jeff Gundlach names deputy CIO as assets reach $100 billion
MUTUAL FUNDS JUN 01, 2016
DoubleLine's Jeff Gundlach names deputy CIO as assets reach $100 billion

By Bloomberg
Energy funds iPath, VanEck and Highland soar as oil rebounds above $50 a barrel
EQUITIES JUN 01, 2016
Energy funds iPath, VanEck and Highland soar as oil rebounds above $50 a barrel

The best performing fund was iPath's exchange-traded note (OIL), which pumped out a cumulative 81.9% gain.

By John Waggoner
EQUITIES JUN 01, 2016
Passive funds see big inflows in April

Investors yank money from stock funds in time to miss May rally.

By John Waggoner
MUTUAL FUNDS MAY 31, 2016
Wall Street turns to ETFs to sidestep illiquidity in bond market

Global fixed-income ETFs attracted $60 billion through May 25 and are on pace to exceed annual record of $93.5 billion in 2015.

By Bloomberg
China reality check halts stock rally
MUTUAL FUNDS MAY 31, 2016
China reality check halts stock rally

S&P 500 falls for first time in March, Treasuries rally

By Bloomberg
ALTERNATIVES MAY 27, 2016
The ultimate alternative investment: Really expensive watches

<i>Breakfast with Benjamin</i> Instead of timing the market, how about investing in time? Specifically, really expensive watches.

By Jeff Benjamin
EQUITIES MAY 27, 2016
Small-cap stocks gaining momentum while rates stay low

<i>Breakfast with Benjamin</i> Small caps have started to outperform, and it might be connected to the Fed's downward revision on 2016 rate hikes.

By Jeff Benjamin
EQUITIES MAY 26, 2016
Sky-high cash stockpiles expose rising investor unease

<i>Breakfast with Benjamin</i> If the heaping cash stockpiles are any indication, investors are getting more nervous by the day.

By Jeff Benjamin