Results for "mutual funds"

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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....

T. Rowe Price chairman Brian Rogers to relinquish fund management duties

June 3, 2014

T. Rowe Price Group Inc.'s chairman, Brian C. Rogers, is planning to relinquish his duties as portfolio manager, the fund company said Tuesday. Mr. Rogers, 58, a value investor who joined the company in 1982, has managed the firm's second-biggest...

Fund industry fights systemic-risk regulation

May 21, 2014

A trade group for fund companies launched a broadside against regulators who are considering designating some large fund managers as potential sources of disruption in financial markets. Mutual fund companies and Paul Schott Stevens, who leads...

Do mutual fund managers have an incentive to perform?

May 20, 2014

Conventional wisdom holds that, unlike hedge fund managers, mutual fund managers have little incentive to deploy innovative investment strategies in their quest for benchmark-beating returns. After all, hedge fund managers typically earn much...

Dodge & Cox gets relief from shareholder restrictions

April 30, 2014

Until last week, the buttoned-down money manager Dodge & Cox wasn't allowed to invest more than 15 cents of a shareholder's dollar in illiquid investments. Fund managers at the firm also couldn't buy stocks on margin, a purchase that requires...

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...

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,...

What's it all about? Alpha

January 26, 2014

One of the most common knocks against index funds is that they guarantee you average returns minus fees and, by golly, clients need above average returns or else they're going to start looking for a new adviser. But it's silly to think that...

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....

The stage is set for American Funds' comeback

December 20, 2013

It's been a grueling five post-financial-crisis years for American Funds, but things are finally starting to look up for the mutual fund company, a favorite of advisers. American Funds, which is owned by The Capital Group Cos. Inc., was the...

As 2008 fades, five-year fund performance shines bright

December 18, 2013

Thanks to the magic of time, five-year average returns for equity mutual funds are looking better by the month, and financial advisers should prepare to hear plenty about it. As the carnage of the financial crisis that included a market bottom...

Morgan Stanley's Lynch pays premium for growth

December 1, 2013

Morgan Stanley's Dennis Lynch looks for small companies that he can buy and hold for years as they grow into bigger businesses. His search has led to investments from Pandora Media Inc. to Twitter Inc. Sometimes he is willing to pay prices that...

SEC to vote on money fund reform plan this month: Source

July 10, 2014

The riskiest money-market mutual funds will have to let their share prices fluctuate and charge investors withdrawal fees during times of stress under tougher U.S. rules set for adoption this month. The Securities and Exchange Commission is...

Give closed-end funds a closer look

June 22, 2014

Closed-end funds have been on the market since 1893, more than 30 years longer than the first open-end mutual fund. Nevertheless, demand for closed-end funds is not nearly as great. At year-end 2013, there were 599 closed-end funds, down from...

Vanguard consolidates five mutual funds

October 20, 2013

The Vanguard Group Inc. said last Wednesday that it plans to consolidate five of its mutual funds and has increased individual-investor access to its lower-cost Admiral Shares by eliminating Signal Shares. The $16.3 billion Vanguard Developed...

Will bank loan funds bite financial advisers?

October 13, 2013

Bank loan mutual funds have received unprecedented interest from investors this year as short-term interest rates look to stay low for a long time. The trend is leading to growing concern that some financial advisers could be caught by surprise...

Morningstar's Phillips to step down in early 2014

October 8, 2013

Don Phillips, a 27-year Morningstar Inc. veteran, will be stepping down as head of global research effective Jan. 1. He will be succeeded by Haywood Kelly, the current head of equity, credit and structured-credit research at the Chicago-based...

Bond rout continues

October 6, 2013

Jeffrey Gundlach's DoubleLine Total Return Bond Fund (DBLTX), which has beaten 97% of rivals over the past three years, had its biggest net withdrawals as investors continued to flee bonds for the fourth straight month. Clients pulled an estimated...

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