Results for "mutual funds"

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Putnam hurt by exposure to financials

January 7, 2008

Putnam Investments is paying the price for calling the bottom in financial stocks too early. Performance among the Boston-based firm's domestic-equity mutual funds — particularly those that invest in large-capitalization equities — has suffered...

Advisers may benefit from XBRL shift

January 7, 2008

If advisers haven't heard of extensible business reporting language, or XBRL, they soon will. The data standard, which came into existence almost a decade ago, is now part of a pilot project for reporting financial and business information to...

Mutual fund inflows $502M in November

January 4, 2008

Mutual fund inflows slowed substantially in November, as investors poured more money into exchange traded funds, according a report from the Financial Research Corp. Combined net inflows into all mutual funds were $502 million in November, down...

Jackson adds VIP and S&P funds

January 3, 2008

Jackson National Life Insurance Co. today added a pair of new portfolios to its retail mutual fund lineup. The Jackson Perspective VIP fund and the Jackson Perspective S&P 4 fund are bring the company’s number of mutual fund strategies to seven....

Mutual funds boast banner year

January 2, 2008

Mutual funds marched their way through a successful year in 2007, reaching record levels of growth, according to a report from Strategic Insight Mutual Fund Research and Consulting LLC. Asset levels hit $13 trillion by December 2007, gaining...

Investors yank cash from REITs

December 17, 2007

Due to negative returns, investors are pulling money out of mutual funds that invest in real estate investment trusts, but financial advisers believe that now is not the time to trim holdings. If anything, the current market represents a buying...

Brokers unload on fund study findings

December 17, 2007

Brokers and other industry observers are steaming over a new study that shows that investors who buy load funds do far worse than the funds themselves. The study found that from 1991 through 2004, load fund investors underperformed by 1.82%...

Growth of ETFs, separates outguns that of mutual funds

December 17, 2007

While mutual funds continue to garner the lion's share of investment assets, their growth is trailing that of exchange traded assets and separately managed accounts. The mutual fund industry is such a behemoth, however, that it is hardly in...

Five-year performance numbers may be misleading

December 10, 2007

As 2008 rolls around, it will bring an important historical marker: The five-year anniversary of the bull market. In mid-March of 2003, the U.S. stock markets began a broad-based rally. That anniversary means that the upcoming five-year reporting...

Socially conscious fund firms spread their asset-class wings

December 10, 2007

Investors eyeing socially conscious funds are no longer looking merely at the social issues; they are also looking for performance — a change that has resulted in new offerings from fund firms in asset classes that have been underrepresented...

Load funds, brokers bashed by study

December 6, 2007

A study released today by a group of independent fee-based advisers suggests that investors overall are getting bad mutual fund advice from stockbrokers. The study, sponsored by the Zero Alpha Group, which promotes fee-based advice using passive...

Legg Mason stumbles

December 3, 2007

These days, Legg Mason Inc. is a bit weak in the knees. The Baltimore-based mutual fund company, which acquired the money-management group of New York's Citigroup Inc. last year, is battling significant outflows of cash from some of its largest...

ICI is likely to prevail in its effort to end ETNs' tax break

December 3, 2007

The Investment Company Institute, the powerful mouthpiece of the mutual fund industry, is trying to torpedo the tax advantages of exchange traded notes, and industry insiders think that it has a pretty good chance of being successful. "I think...

Bear funds starting to roar

December 3, 2007

Bear market mutual funds have come out of hibernation. For the 30 days through last Monday — the day major stock market indexes ended 10% down from their October peaks, signaling a market correction — the bear fund category had risen 11.27%,...

Fund redemption fees may be on their way out

December 3, 2007

As the market-timing scandals recede into financial history, the cautionary practices instituted in their wake could face the same fate. Redemption fees, a deterrent against rapid-fire trading, are slowly being reduced and, in some cases, eliminated....

Lockwood plans a UMA with an income guarantee

December 3, 2007

An insurance policy that provides an income guarantee to holders of a unified managed account at Lockwood is in registration at the Securities and Exchange Commission. Known as a Guaranteed Retirement Income Solution, the insurance policy is...

Fidelity funds abstain on some proxy resolutions

November 26, 2007

Top funds operated by Fidelity Investments stopped voting against shareholder resolutions that urge disclosure of corporate political spending for the 2007 proxy season, according to a study by a group that advocates for transparency in political...

Gen Xers have need for advice but are off radar

November 26, 2007

While many of the 45.8 million people born between 1965 and 1975 would like help with investing, the 32- to 42-year-old members of so-called Generation X probably won't be receiving much attention from financial firms anytime soon. "There is...

Mutual fund/insurance hybrid on the horizon

November 26, 2007

As early as next year, retirees may see a new hybrid investment product that blends mutual funds with insurance guarantees, possibly signifying an alliance between the two industries. "[Asset managers and insurance companies] are trying to provide...

Vanguard push for fair-value-pricing indexes falls on deaf ears

November 26, 2007

Extending the practice of fair-value pricing to indexes is being proposed to create better benchmarks, but some index providers aren't buying that idea. Fair-value pricing is common practice among mutual funds to thwart those who exploit stale...

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