Results for "mutual funds"

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Broker-dealer to pay $225,000 for mutual fund sales violations

April 13, 2016

PNC Investments, a broker-dealer and registered investment advisory arm of PNC Financial Services Group Inc., has agreed to pay restitution of almost $225,000 for overcharging retirement clients in connection with mutual fund purchases. Since...

Social funds get boost from oil

January 7, 2016

It was a bit easier being green in 2015, thanks to the plunge in energy stocks – but not as easy as you might think. Social investment funds typically try to avoid stocks of companies that contribute to the world's ills, such as weapons makers,...

RBC cutting expenses on four mutual funds to draw advisers, investors

August 3, 2015

RBC Global Asset Management, in an effort to gain a better foothold in the U.S. mutual fund market, is kicking off discounted teaser rates on four of its 23 mutual funds starting Monday. Described as an “institutional seed pricing and service...

Can active managers beat dart-throwing monkeys?

July 17, 2015

No matter how often this comparison comes up, it never ceases to be amusing. “There is perhaps no question in money management as controversial as the question of whether active mutual fund managers can outperform monkeys throwing darts.”...

Equity and fixed income mutual fund index returns by the numbers

June 14, 2015

Returns on some widely used U.S. and global bond indexes slipped into negative territory this year, while the long rally in U.S. stocks slowed. Investors who diversified abroad were able to harvest some excess returns, particularly in China...

Bill Gross' Janus fund draws big bucks as performance picks up

April 9, 2015

Bill Gross's bond fund at Janus attracted $6.8 million in new investor money in March as performance stabilized, helped by a bet that the dollar's rally won't continue. The new money brought assets in the Janus Global Unconstrained Bond Fund...

Capital Group chairman James Rothenberg dies at 69 of heart attack

July 22, 2015

James Rothenberg, who oversaw Capital Group Co.'s ascent to manager of the world's largest stock mutual fund before it lost that title to an index fund, has died. He was 69. Mr. Rothenberg, Capital Group's chairman, died Tuesday of a heart attack,...

Private equity manager Blackstone breaks into mutual fund business with First Eagle buy

July 21, 2015

Blackstone Group LP and Corsair Capital agreed to buy a majority stake in First Eagle Investment Management, valuing the firm at $4 billion including debt. The investment in First Eagle, which manages $100 billion in assets, will be made by...

Private equity shop Apollo jumps into liquid alts by teaming up with Ivy Investment Management

July 20, 2015

Apollo Global Management, the private equity firm whose co-founder Leon Black is pushing to attract more capital from small investors, is teaming up with Ivy Investment Management to offer two new mutual funds. Ivy, a unit of Waddell & Reed...

How much luck or skill contributes to investment performance

January 8, 2015

Having traded financial assets for decades, I have often pondered what proportion of trading outcomes can be attributed to luck rather than skill. The financial markets are a hybrid game in which the outcome is a function of both luck and skill....

Why did active fund managers do a bad job picking stocks this year?

November 15, 2014

Wall Street strategists have crunched a lot of numbers recently in an effort to answer a simple question: Why did active fund managers do such a lousy job picking stocks this year? Depending on how you tally returns, it looks like three quarters...

Vanguard gets record $163.4 billion in 2014 investor cash

November 6, 2014

Vanguard Group Inc., the largest U.S. mutual fund firm, attracted more money from investors in the first 10 months of 2014 than it has in any full calendar year in its 39-year history. The company received $163.4 billion in subscriptions in...

Fund managers need to flex voting muscles to force boards to appoint more women

May 3, 2015

Mutual fund manager BlackRock Inc. has reportedly revised its proxy voting guidelines and may for the first time oppose the reelection of corporate directors, should it determine that a board's makeup is insufficiently diverse. At a time when...

Gross bolting Pimco for Janus

September 26, 2014

Bill Gross is leaving Pimco to manage fixed-income portfolios for Janus Capital Group Inc. The co-founder of Pacific Investment Management Co. will start work at his new job on Monday, and begin managing the new Janus Unconstrained Bond Fund,...

Fidelity fights back against 'active share'

April 9, 2015

Fidelity Investments is fighting back against active share, a concept picky professional investors are increasingly using to select fund managers. Tim Cohen, chief investment officer at Boston-based Fidelity, said in an interview that professional...

Redemptions slow at Pimco Total Return as performance improves

April 3, 2015

Redemptions at Pacific Investment Management Co.'s biggest mutual fund slowed for the third straight month as performance rebounded this year. Investors pulled $7.3 billion in March from the Pimco Total Return Fund, down from redemptions of...

Fidelity assets flowing to lower-cost trusts

August 25, 2014

The biggest stock funds at Fidelity Investments, managed by luminaries such as William Danoff and Steven S. Wymer, are logging billions in withdrawals this year. Unlike competitor Pacific Investment Management Co., the outflows seem to have...

Wells Fargo funds business looks to double assets under management

August 19, 2014

Wells Fargo & Co. is planning an aggressive buildup of its asset management arm, executives said Tuesday The bank-owned money manager is looking to reach $1 trillion in assets, about double its current level, according to spokeswoman Laura Fay....

Reading between the lines of liquid alternatives fund expense ratios

March 12, 2015

As more financial advisers wade into alternative strategy mutual funds, many are discovering the unique riddle of variable — and often confusing — expense ratios for certain strategies. For example, Morningstar Inc. lists an expense ratio...

JPMorgan ranks more of its mutual funds in the top than Morningstar, Lipper

March 5, 2015

Last month at JPMorgan Chase's 2015 investor day — where executives discuss results for the previous year in front of analysts and shareholders — the bank displayed impressive numbers for the performance of its mutual funds. Pie charts in...

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