Results for "mutual funds"

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Younger boomers off the radar screen

October 29, 2007

Mutual fund companies catering to the first wave of baby boomers, now nearing retirement, may be neglecting younger boomers who have many more years of work still ahead of them. The 41 million second-wave boomers — born between 1956 and 1964...

Fund company marketing brochures miss sweet spots

October 29, 2007

Financial advisers focus only on sales brochures and fund information that is germane to their financial practices; otherwise, marketing efforts fail to attract their attention, even momentarily, according to a soon-to-be released report. But...

More funds with managed payouts coming

October 29, 2007

More mutual funds are being developed that offer managed payouts designed to give investors a steady stream of income. None of the funds being developed, however, look quite the same. It will be a challenge for in-vestors, said Dan Culloton,...

FSI defends 12(b)-1s on 'Capitol Hill Day'

October 29, 2007

Members of the Financial Services Institute Inc. met with members of Congress and their staffs on Capitol Hill Oct. 10, in a push to retain in their current form 12(b)-1 fees, which the advisers say are crucial to their work with smaller clients....

Fidelity announces multi-managered group

October 25, 2007

Fidelity Investments of Boston announced today that its VIP Contrafund Portfolio will be managed by a multi-manager group of eight managers. Participation in the group is in addition to their current managerial positions with a variety of Fidelity...

Fund focuses on world's fast-growing markets

October 22, 2007

It is difficult to evaluate funds and strategies that haven't yet established a track record, but the Aston/Neptune International Fund (ANIIX) comes to market with a certain pedigree and a legitimate strategy for investing outside the United...

Sales of B shares continue to wane

October 22, 2007

Dwindling assets and intense regulatory scrutiny continue to take their toll on mutual fund B shares, which at the current rate of attrition are likely to become nearly extinct inside five years. Since 2001, investors have been yanking more...

A round of applause for style drift

October 22, 2007

Let's say you paid $7 each back in early 2003 for 1,000 shares of a struggling Cupertino, Calif.-based personal-computer and consumer electronics company that was trading at a fire sale price based on a classic fundamental- valuation metric....

Franklin Resources ripped on Sudan

October 15, 2007

In its quest to push for divestment in Sudan, the San Francisco Bay Area Darfur Coalition has decided to go underground to fight a major mutual fund company. The alliance, also known as the Save Darfur Coalition, comprises more than 180 faith-based...

Advisers offered new rating yardstick

October 15, 2007

Financial advisers who are frustrated over perceived shortcomings in mutual-fund- rating systems soon will have a new prism through which to view funds. Financeware Inc. of Richmond, Va., introduced Fundgra+des last month. The firm's ratings,...

TDAX Funds offers play on the life cycle fund market

October 8, 2007

With the launch of the first-ever life cycle exchange traded funds, TDAX Funds Inc. plans to muscle in on the fast-growing life cycle mutual fund market. TDAX Funds, which made its debut last week, was born out of a joint venture between TD...

Help investors diversify intelligently

October 8, 2007

Financial planners and investment advisers apparently are doing their jobs well — their clients and other individual investors are diversifying their investments as never before. That is the implication of the report in InvestmentNews last...

Manager avoiding wild price swings

October 8, 2007

Investing in the commodities markets without actually buying commodities enables the managers of the RS Global Natural Resources Fund (RSNRX) to look beyond such basics as the fluctuating price of corn. The $2 billion mutual fund, offered by...

Top fund firms' ad budgets up, but less spent to tout products

October 8, 2007

Although top mutual fund managers increased their advertising budgets by 20% last year, to almost $231 million, overall ad spending on mutual fund products — by all types of financial providers — declined by about 14%. Awareness-building...

Tool lets advisers create client investment plans

October 8, 2007

To introduce brokerage customers to its life cycle mutual funds, John Hancock Financial Services Inc. has unveiled a free Internet tool that allows advisers to generate investment plans for clients. With the recent launch of Proposal-Builder,...

Muslims have pent-up demand for financial services

October 1, 2007

Muslims in the United States number anywhere from 7 million to 10 million, and many are professionals, according to studies. Yet for the majority, there are almost no outlets for their financing and in-vestment needs. The reason is that Islamic...

401(k) fee disclosure garners attention from Congress

October 1, 2007

New legislation is being written as congressional interest in 401(k) fee disclosure rules heats up in advance of a round of hearings set for this week. House Education and Labor Committee Chairman George Miller, D-Calif., has scheduled a hearing...

Blending bonds, high-dividend stocks

October 1, 2007

It isn't every day that you can get a bond fund manager to elaborate on a portfolio's equity exposure, but the IMS Strategic Income Fund (IMSIX) isn't exactly your garden-variety income fund. “We're looking at anything that produces income,”...

Alternatives, ETFs deplete stock funds

October 1, 2007

Investors' increasing appetite for ETFs and alternative investments is sapping money from stock funds — a trend that some say could last for several years. Net flows into stock funds are averaging about $11 billion a month, according to Lipper...

Investors scramble to hedge diluted dollar

October 1, 2007

With the U.S. dollar in free fall, investors are scrambling to adjust their portfolios, but relatively new, potentially dangerous investment options can make a hedge against the dollar's decline a risky proposition. It's not that investors shouldn't...

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