Mutual Funds

Displaying 5349 results
Blackstone to shut mutual fund after Fidelity pulls out
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
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
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
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.
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
Stock buyback plans do little for long-term investors
EQUITIES APR 05, 2016
Stock buyback plans do little for long-term investors

Corporate execs and activist investors get the biggest bang from repurchase plans.

By Jeff Benjamin
Pimco: Bill Gross warned he'd lose $200M bonus for quitting
MUTUAL FUNDS APR 04, 2016
Pimco: Bill Gross warned he'd lose $200M bonus for quitting

Firm responds in suit saying CEO and counsel warned co-founder

By Bloomberg
EQUITIES MAR 31, 2016
Strong March performance pushes stock funds positive for first quarter

Even though stock funds scored big gains in March, they're still trailing bonds for 2016.

By John Waggoner
Fidelity offers to help employees pay off student loans
MUTUAL FUNDS MAR 30, 2016
Fidelity offers to help employees pay off student loans

Securities powerhouse will pay up to $10,000 in principal payments over five years, or $2,000 a year.

By John Waggoner
MUTUAL FUNDS MAR 29, 2016
Little-known Peru ETF on top of the world, thanks to gold

The iShares MSCI All Peru Capped ETF (EPU) is up 30% on the year, making it the best-performing single country ETF of all 196 such funds in existence

By Bloomberg
American Funds says low fees, manager ownership can save actively managed funds
ETFS MAR 29, 2016
American Funds says low fees, manager ownership can save actively managed funds

Top money manager finds two key elements that can help identify which funds are more likely to beat their benchmarks.

By Jeff Benjamin
Vanguard raises some expense ratios
EQUITIES MAR 29, 2016
Vanguard raises some expense ratios

One of the lowest-cost fund companies gets into a war of words with an analyst over how it calculates expense ratios.

By John Waggoner
MUTUAL FUNDS MAR 28, 2016
Broker-dealer to pay $225,000 for mutual fund sales violations

PNC Investments didn't waive sales charges in some funds, and didn't have adequate supervisory procedures in place to catch the lapses, Finra said.

By Greg Iacurci
ETFS MAR 28, 2016
When it comes to ETFs, the rule is the bigger the better

<i>Breakfast with Benjamin</i> Larger funds tend to be cheaper, more liquid and better constructed.

By Jeff Benjamin
Low expenses the biggest trend in the fund industry, experts say
EQUITIES MAR 28, 2016
Low expenses the biggest trend in the fund industry, experts say

Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.

By John Waggoner
RETIREMENT PLANNING MAR 27, 2016
Charles Schwab fires latest salvo in low-cost TDF war

The firm's new target-date mutual funds beat out Fidelity and Vanguard funds in price by two basis points.

By Greg Iacurci
RETIREMENT PLANNING MAR 27, 2016
Vanguard extends target-date fund dominance

The firm's position as the top TDF provider strengthened against No. 2 Fidelity Investments, which actually had net outflows for this category last year.

By Greg Iacurci
EQUITIES MAR 27, 2016
Identifying the best active funds

Finding funds likely to beat their benchmarks remains the challenge, and where financial advisers can earn their keep

By MFXFeeder
SEC derivatives rule could limit investors' ability to diversify portfolios, critics say
ALTERNATIVES MAR 24, 2016
SEC derivatives rule could limit investors' ability to diversify portfolios, critics say

The comment period for the rule, which was introduced in December, closed on Monday.

By Mark Schoeff Jr.
EQUITIES MAR 24, 2016
The Fed wants the markets to stop watching the Fed so much

<i>Breakfast with Benjamin</i> The Fed says the markets are too obsessed with too much information.

By Jeff Benjamin