Results for "mutual funds"

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Gold not getting boost from investors seeking safe haven from Greek crisis

July 2, 2015

Despite some early noise to the contrary, Greece's financial woes are having almost no impact on gold prices, so far. It's not that the threat of the first country in the developed world to default is not a big deal, it's just that investors...

Custodians' payments to RIAs for fund picks raise eyebrows

June 26, 2015

Registered investment advisers like to promote themselves as being on the side of investors, but a growing number are quietly accepting money from custodians in exchange for recommending certain mutual funds — usually funds that are more expensive...

Oakmark's Bill Nygren: Investors penalize 'shareholder-unfriendly' CEOs too much

June 25, 2015

Investors may be penalizing corporate management too much for their decision to redirect money from long-term investments to paying dividends and buying back their stock, top portfolio manager Bill Nygren said Thursday. Blue-chip U.S. corporate...

Pimco's Income Fund becomes the firm's new star

June 23, 2015

Pimco's Income Fund (PIMIX) takes an atypical path to success, shining bright under Dan Ivascyn. Raising the question, Bill Gross who? A history of top-notch performance First-time homebuyers are driving the housing market to a five-and-a-half-year...

Merrill Lynch adds social impact portfolios to platform

June 15, 2015

Bank of America Merrill Lynch has expanded its lineup of social impact investing offerings, creating new portfolios for clients who want to align their assets with their values. The firm's platform now includes five of these portfolios made...

Clients hating you for their international funds? Here's how to cope

January 7, 2016

You know that international diversification is a wise move. After this week, your clients may need more convincing. Turmoil in China's stock markets has spread across the globe, but foreign markets are taking the biggest hits. China's CSI 300...

Pimco's flagship fund finds December net inflows, thanks to some clever math

January 7, 2016

Pimco's flagship Total Return fund logs its first month of inflows since April 2013, thanks to some clever calculating that included counting capital gains reinvestments as inflows. This is not the way Morningstar calculates inflows.The fund...

The unique nature of target-date fund benchmarking

December 23, 2015

Target date funds have quickly become one of the most popular asset classes in defined contribution plans, beginning a meteoric rise in popularity following rules codified by the Pension Protection Act of 2006. Cerulli Associates, a research...

In Labor Department's fiduciary proposal, a nod to passive investing

April 17, 2015

Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent standards for professionals who provide advice on retirement accounts. The Department of Labor proposal would require brokers to...

Pimco and Eaton Vance funds hit unsuspecting investors with big capital gains

December 3, 2015

Even if mutual fund investors have grown accustomed to the pain of the capital gains distributions that can hit whether a fund is sold or not, nobody wants to be blind-sided by a big distribution that doesn't seem to fit the strategy. Two such...

Mutual fund outflows add to the pain of capital gains distributions

November 24, 2015

It's that time of year again, when turkeys get stuffed, halls get decked and mutual fund investors get hit with year-end capital gains distributions. For investors and financial advisers, it is a frustration as old as the actively managed mutual...

What advisers need to know about bond fund duration ahead of an interest rate increase

March 26, 2015

Ever since the Federal Reserve pushed interest rates down to zero during the 2008 financial crisis, bond investors have been fretting about the looming threat of an inevitable rate hike, which could have a generally negative effect on bond prices....

F-Squared haunts Virtus as fund distributor pays $16.5M to settle false performance claims

November 16, 2015

Virtus Investment Advisers agreed to pay a $16.5 million fine to settle charges it publicized false performance data for the AlphaSector exchange-traded fund, the Securities and Exchange Commission reported Monday. According an SEC statement,...

Despite good news, bank ETF trails market

March 19, 2015

Bank stocks are trailing the broader market even after Federal Reserve stress tests showed some financial institutions had regained enough strength to boost dividends and increase share repurchases. The Financial Select Sector SPDR Fund, an...

Investors shun stock pickers, favor Vanguard, BlackRock, State Street

March 16, 2015

If you have an interesting investing idea, try calling Warren Buffett or Bill Ackman, because mutual fund investors just aren't that into you. In yet another symbol of changing investor appetites, actively managed U.S. stock funds have now completely...

BlackRock expanding efforts on impact investing

February 9, 2015

BlackRock Inc., the world's largest money manager by assets, on Monday announced the launch of a unit that will cater to investors who want to bring social or environmental goals to their portfolios. The firm said it was installing Deborah Winshel,...

Bill Gross owns majority of Janus bond fund he runs

February 6, 2015

Bill Gross and his family own more than half of the bond fund he runs on behalf of Janus Capital Group Inc., after acquiring their shares through brokerage accounts at Morgan Stanley and Charles Schwab Corp. Mr. Gross and his family held a 51.2%...

Why advisers are worried about eMoney's acquisition by Fidelity

February 2, 2015

Financial advisers using eMoney Advisor were startled Monday to learn that the firm they relied on for software to create financial plans for clients would now be mostly owned by Fidelity Investments. Fidelity, the nation's second largest mutual...

Want to build a better portfolio? Consider smart beta strategies

February 1, 2015

There's no question that smart beta strategies have captured headlines as well as the attention of investors and advisers, but do they have a place in your clients' portfolios? And, more importantly, how might you adjust your asset allocation...

Pimco to fight fund lawsuit challenging Bill Gross pay

January 14, 2015

Pimco will fight a lawsuit by an investor who says the fund giant overcharged Total Return Fund shareholders while richly compensating Bill Gross and Mohamed A. El-Erian even as the world's largest bond fund underperformed. The firm's response...

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