Results for "mutual funds"

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S&P Picks: The Dreyfus Appreciation Fund

August 16, 2010

Dreyfus Appreciation Fund Ticker:(DGAGX) ranks as an S&P five-star Domestic Equity mutual fund because of its relatively strong track record, its ownership of stocks that S&P Equity Research views on average to be undervalued and having financial...

Betting the farm on a dozen stocks

August 13, 2012

We've got another solid entry for the “Eating Your Own Cooking Club” of portfolio managers that invest heavily in strategies they manage. Richard Cook and Dowe Bynum, co-managers of the Cook & Bynum Fund Ticker:(COBYX), have virtually all...

Top fund firms ranked by average asset-weighted fixed-income returns

January 26, 2010

Top fund firms ranked by average asset-weighted fixed-income returns Click column headers to sort fields Rank Company Returns (%, asset-weighted) Mailing address City/State/Zip Phone Web address 1 Dodge & Cox Inc. 17.88 P.O. Box 8422 Boston,...

Fidelity's Rodger Lawson's retirement letter

January 21, 2010

Below is a copy of the letter Fidelity president Rodger Lawson sent to employees yesterday announcing that he will retire at the end of the first quarter January 20, 2010 Dear Fidelity Colleagues: Before 2009 fades too far into the past, I want...

Time to close bond funds for investors' own good?

May 10, 2012

Perhaps it's time mutual fund firms protected investors by closing bond funds to new investors amid record levels of demand and historically low yields and risk. Paul Haaga, chairman of Capital Research and Management Company, the adviser to...

Morningstar: Mutual funds recoup 90% of assets lost from market collapse

September 15, 2009

Investment managers are close to making up the ground they lost in the second half of 2008 when investors pulled $251 billion out of mutual funds, according to data released today by Morningstar Inc. More than $226 billion has been poured into...

Gundlach blasts TCW's touting as 'offensive to everyone in the industry'

April 16, 2012

Star bond fund manager Jeffrey Gundlach blasted his former employer TCW Group over a press release that touted the long-term performance of the fund he used to manage. The press release announced the $5.4 billion TCW Total Return Bond Fund Ticker:(TGMNX)...

Pershing adds array of funds

June 3, 2008

Pershing LLC of Jersey City, N.J., has added American Funds Investment Co. of Los Angeles, JennisonDryden of Newark, N.J., and OppenheimerFunds Inc. and Van Eck Global, both of New York, to its FundVest mutual fund platform. FundVest offers...

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...

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...

Do call it a comeback: Bill Miller's old fund starts a new streak

May 28, 2013

Legg Mason Capital Management Value Trust, the fund legendary stock picker Bill Miller famously steered to 15-years of outperformance, is back to its winning ways. The $2.4 billion mutual fund (LGVAX) has a return of 30.73% over the one-year...

Top 10 muni funds with non-rated bonds

February 24, 2011

Click column headers to sort fields Fund name % Credit quality not rated Fund assets ($ in m) Invesco High Income Municipal A                 64.3 587.9 Invesco Van Kampen High Yld Municipal A                 61.3 4,994.5 Nuveen...

INsider: Where will Jeffrey Gundlach find his equity stars?

September 12, 2012

DoubleLine Capital LP could be going back to the well in its quest to create an equity investment team. Founder and chief executive Jeffrey Gundlach said Wednesday that the firm for the first time is considering expanding its product lineup...

34 months and counting: American Funds' outflow woes roll on

March 13, 2012

The last time American Funds mutual fund family took in more money than investors withdrew in a single month, the S&P 500 was in the 800s. That was in April 2009. Since then, the S&P 500 has risen to more than 1,370. Meanwhile, American Funds...

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...

Mutual funds prospered in 2007

April 3, 2008

Mutual fund companies had a strong 2007, according to data from the Management Practice Inc. Among 18 mutual fund companies studied, the average firm posted an average pre-tax profit margin of 33%, with profit margins ranging from 56% to 25%,...

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