Results for "mutual funds"

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When investment performance is too good to be true

October 10, 2018

While past investment performance should never be interpreted as an indicator of future returns, a rare snafu involving the Great-West Multi-Sector Bond Fund (MXUGX) shows that sometimes past investment performance isn't even an indicator of...

Mutual fund fee wars will encourage bad behavior

September 6, 2018

Fidelity Investments introduced two mutual funds last month that cost investors nothing. One is focused on U.S. equities and the other on international assets. This is not a gimmick. The funds have already attracted almost $1 billion. The move...

Tools of the Trade

October 4, 2018

Given the flow of investor money into exchange traded funds, or ETFs, it's clear they've become very popular. ETFs are portfolios of holdings in which their shares trade throughout the day, like stocks. But there are some differences to keep...

Favorite fund companies of fee-based advisers

October 23, 2017

Despite the growing trend toward passive, indexed investing, fund companies known for active management topped the list of favorites among a survey of 1,355 fee-based financial advisers. Source: Cogent Reports.

Best performing funds since '87 crash

October 19, 2017

If you started saving 30 years ago, you got a quick education in the worst Mr. Market can dish out. The Dow Jones industrial average plunged 508 points, or 22.61%, the worst one-day crash in history. Those who weren’t scared out of the stock...

9 ghoulish funds and how they met their demise

October 12, 2017

These doomed mutual funds offered no treats as they slashed investors' accounts. Click through to view 10 scary investments that mostly went to the mutual fund graveyard and left shareholders feeling ghastly.

Voya gives investors back $2 million under SEC order

August 2, 2018

The Securities and Exchange Commission has terminated a disgorgement fund set up by Voya Investments to reimburse investors in certain Voya mutual funds. The SEC said Voya distributed the entire $2,024,355.48 it had agreed to pay to 36 of its...

Finra cites Cetera for mutual fund sales charge improprieties

May 4, 2017

Cetera Advisors Network has signed a letter of acceptance, waiver and consent with Finra acknowledging that its advisers sold higher-cost mutual fund shares to retirement plans and charitable organizations instead of lower-cost versions for...

The full list of 2017 Lipper Fund Awards winners

March 23, 2017

The Thomson Reuters Lipper Fund Awards winners have been announced. Lipper measures the winners by their risk-adjusted returns over multiple periods. Award winners are rewarded for consistency over time, including the top 3-year, 5-year and...

Take 5: Kunal Kapoor on travel, teaching kids about money and Chicago baseball

May 26, 2018

Morningstar's CEO loves investing, but he's got other interests, too. Here are five questions he answered for InvestmentNews senior columnist John Waggoner. John Waggoner:​ You and your family go to fairly exotic places on vacation, such as...

Separating fact from fiction with fund investor behavior

May 24, 2018

Despite what you may have heard, the least exciting aspect of our financial markets over the last 80 years has been the behavior of mutual fund investors during periods of volatility or crisis. And that's a good thing. The nearly $22 trillion...

Columnist unveils annual 'Lump of Coal' awards for mutual funds

December 9, 2015

It's that time of year again when mutual fund columnist Chuck Jaffe doles out his Lump of Coal awards. These dumb mutual fund moves failed investors in 2015. Speaking of 'that time of year,' J.P. Morgan Asset Management has released its holiday...

Myths about the Investment Company Act on its 75th anniversary

August 18, 2015

Sunday marks the 75th anniversary of the enactment of the Investment Company Act of 1940, the law that regulates mutual funds and other investment companies. The Act has been critical to the success of investment companies. The coming anniversary...

Closed-end funds could help advisers solve the dilemma of where to invest when rates go up

July 30, 2015

The Federal Reserve has announced its desire to raise rates very soon, leading to quite a bit of consternation among financial advisers and their clients. Even though short-term rates remain near zero, the bond market has already begun to push...

Investors are giving up on timing a rate hike and dumping funds

June 5, 2015

Here's a news flash: Rising rates are hard to call. And investors who have been trying to do that appear to have given up, according to a Morningstar analysis of mutual fund flows. 25 Funds Investors Are Dumping The chorus for holding off on...

Pimco is losing assets to DoubleLine, MetWest, BlackRock and others

October 3, 2014

Right or wrong, the market has been loud and clear over the past week that it believes Bill Gross' sudden departure from Pimco marked the ultimate sell signal for the Pimco Total Return Fund (PTTAX). The big issue now is where that money will...

Past performance rules for unrated Gundlach fund

August 8, 2014

Star bond fund manager Jeffrey Gundlach's celebrated ride on his solid recent performance stands out as the latest example of past performance trumping all else in the mutual fund industry. The $34 billion DoubleLine Total Return Bond Fund (DBLTX)...

Pimco loses another bond fund mandate

April 4, 2014

Pacific Investment Management Co. and Western Asset Management Co. were replaced as advisers on a bond fund they managed for consultant Mercer. The fund, formerly known as the Mercer Core Opportunistic Fixed Income Fund, had about $1.1 billion...

What Bizarro Bogle's world might look like

December 5, 2013

In the Superman mythos, there's a villain named Bizarro Superman that possess all of the same powers as Superman, but uses them for evil instead of good. At a luncheon in New York Thursday honoring John Bogle, founder of the Vanguard Group Inc....

Lipper awards: Vanguard the new victor

February 27, 2018

In terms of pure weight, no fund company collected more iron at this year's Thomson Reuters Lipper Awards than The Vanguard Group. The Tuesday evening award ceremony in New York saw the Malvern, Pa.-based fund complex capture 29 trophies by...

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