Mutual Funds

Displaying 5344 results
Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating
INVESTING EQUITIES APR 19, 2016
Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating

The inflow was the most since January 2013, thanks to the market's extreme volatility during 2016's start.

By John Waggoner
Should Fidelity make smart beta smarter?
INVESTING MUTUAL FUNDS APR 18, 2016
Should Fidelity make smart beta smarter?

The money management behemoth can improve the smart beta landscape in three important ways.

By Nir Kaissar
New offering will test frozen IPO market
INVESTING EQUITIES APR 18, 2016
New offering will test frozen IPO market

Bats Global deal seen as 'ice-breaker.'

By Jeff Benjamin
House overwhelmingly approves bill to expand distribution of ETF research
INVESTING ETFS APR 17, 2016
House overwhelmingly approves bill to expand distribution of ETF research

Measure would square the safe harbor already provided to mutual funds.

By Mark Schoeff Jr.
How to ease clients' minds about ETF liquidity concerns
INVESTING EQUITIES APR 17, 2016
How to ease clients' minds about ETF liquidity concerns

Trade-offs between ETFs that fit your clients' needs, and ones that can compromise their needs could be the difference between success or failure.

By Brandon Clark
INVESTING EQUITIES APR 14, 2016
Loomis Sayles goes global as investors continue to shun domestic equity funds

New fund will leverage expertise, diversify product lineup.

By Jeff Benjamin
Precious-metals funds emerge as a powerful leveraged gold play
INVESTING EQUITIES APR 14, 2016
Precious-metals funds emerge as a powerful leveraged gold play

The risk-on strategy when the market goes risk-off.

By Jeff Benjamin
Some American Funds offer up to 18 share classes: Overkill?
INVESTING EQUITIES APR 13, 2016
Some American Funds offer up to 18 share classes: Overkill?

The mutual fund industry offers about 8,000 mutual funds, spread among about 24,000 share classes, but some fund companies offer many, many more share classes. Experts say it may be a marketing tool for fund firms.

By John Waggoner
INVESTING EQUITIES APR 12, 2016
We're just four years from ETFs overtaking mutual funds

<i>Breakfast with Benjamin</i> According to Meb Faber, within four years, ETFs will have more assets than mutual funds. But before that, they have to navigate their way onto retirement plan menus.

By Jeff Benjamin
Fidelity research highlights the active-management edge
INVESTING EQUITIES APR 12, 2016
Fidelity research highlights the active-management edge

Low fund fees and big fund complexes equal outperformance.

By Jeff Benjamin
INVESTING EQUITIES APR 11, 2016
DOJ's suit against activist investor could affect entire mutual fund industry

Plus: Going after tax inversions goes after the middle class, the sun is setting on solar energy funds, and the baseball bat gets an upgrade

By Jeff Benjamin
ValueLine joins other asset managers by embracing liquid alternatives
INVESTING EQUITIES APR 11, 2016
ValueLine joins other asset managers by embracing liquid alternatives

Fund wants to diversify product line and strike while the iron is hot with proposed acquisition of the Alpha Defensive Alternatives Fund

By Jeff Benjamin
INVESTING ALTERNATIVES APR 11, 2016
Low energy prices taking a toll on MLPs

The tax advantages might not be worth it.

By Jeff Benjamin
INVESTING ETFS APR 10, 2016
Number of mutual fund share classes boggles the mind

Meanwhile, the industry's biggest threat, ETFs, are chugging along offering a single-version product to all investors.

By MFXFeeder
Modern retirement planning means staying aggressive
INVESTING EQUITIES APR 08, 2016
Modern retirement planning means staying aggressive

Plus: Advisers speak out on DOL rule, the inflows continue for equity ETFs, and big banks strive to look small to regulators

By Jeff Benjamin
Blackstone to shut mutual fund after Fidelity pulls out
INVESTING MUTUAL FUNDS APR 07, 2016
Blackstone to shut mutual fund after Fidelity pulls out

The mutual fund, which allocates money to hedge fund managers, will be liquidated by May 31, after the fund had fallen 4.1% this year.

By Bloomberg
INVESTING PRACTICE MANAGEMENT APR 07, 2016
President Obama's SEC nominees are being held up by fellow Democrats

Plus: The downside of $15 minimum wage, testing your finance knowledge against NFL players, and keeping ID thieves in check

By Jeff Benjamin
SunEdison's hard lesson for renewable-energy investors
INVESTING EQUITIES APR 07, 2016
SunEdison's hard lesson for renewable-energy investors

<i>Breakfast with Benjamin</i> SunEdison's collapse shows that advisers should understand the steep side of the mountain renewable energy is trying to climb.

By Jeff Benjamin
SEC Investor Advisory Committee calls for better mutual fund fee disclosure
INVESTING PRACTICE MANAGEMENT APR 05, 2016
SEC Investor Advisory Committee calls for better mutual fund fee disclosure

Group's recommendations include showing fees in dollar amounts on customer account statements.

By Mark Schoeff Jr.
INVESTING ETFS APR 05, 2016
DOL rule silver lining? It may trigger a shift of $1 trillion to ETFs

Five specific aspects of the DOL's new rule that could send assets flooding into ETFs.

By John Waggoner