Results for "mutual funds & ETFs"

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KKR's first closed-end fund falls flat

August 11, 2013

The first closed-end fund from private-equity giant KKR & Co. LP has failed to take off with investors. The KKR Income Opportunities Fund (KIO), which invests in a mix of secured, unsecured and high-yield loans, raised just $305 million in its...

Sweeping changes under way at DFA

August 11, 2013

For the first time in more than 20 years, Dimensional Fund Advisors is changing the way it builds equity portfolios, which may surprise financial advisers, who widely admire the company's strategy. Thanks to a breakthrough in asset-pricing research...

Investors close to tapping their target dates clobbered

August 8, 2013

Allocations to fixed income provided little safe harbor for investors in near-dated target date funds, as bonds' poor performance in the second quarter clobbered the most conservative offerings. Worries over the Federal Reserve ending its bond...

Schwab's attack of the clones

August 8, 2013

Charles Schwab Investment Management plans to launch six fundamentally weighted exchange-traded funds next week, five of which are clones of existing index mutual funds that use methodology created by Rob Arnott, chairman and chief executive...

Sweeping changes under way at DFA

August 7, 2013

For the first time in more than 20 years, Dimensional Fund Advisors is changing the way it builds equity portfolios. Thanks to a breakthrough in asset-pricing research last year, DFA is adding a third layer of screening to its equity portfolios,...

Poor performance dooms Legg Mason's emerging-markets unit

August 7, 2013

Legg Mason Inc. (LM), the money manager seeking to reverse more than five years of net redemptions, will close an emerging-markets equity affiliate and return money to investors after weak performance. Esemplia Emerging Markets, which had about...

Rising rates put risk parity sector on defensive

August 6, 2013

Risk parity mutual funds that had gained appeal for their sophisticated means of spreading risk evenly across a portfolio are suddenly on the defensive after the recent rise in interest rates exposed a potential weakness in the strategy. The...

Schwab plans money-market-like ETFs

August 5, 2013

Charles Schwab Investment Management plans to launch a trio of money-market-like exchange-traded funds as fee waivers and regulation weigh on traditional money market funds. Schwab, the fifth-largest money fund manager, will roll out two-month,...

Pimco's outflow blues continue; DoubleLine takes a hit too

August 2, 2013

For the second straight month, investors fled the world's largest mutual fund. Investors pulled $7.5 billion from the $261 billion Pimco Total Return Fund (PTTAX) last month, following a record $9.5 billion of outflows in June, according to...

New covered-call fund from M.D. Sass hedges stock and bond markets

August 1, 2013

Veteran investor Martin Sass is homing in on what he sees as a keen opportunity in the retail investor arena. The chief executive of the $8.5 billion asset management firm M.D. Sass Investors Services Inc. thinks that the time has come to start...

The Takeaway: S&P 500 breaks all-time high; time to start using margin

August 1, 2013

Portfolio The S&P 500 broke 1700 this morning for the first time ever.  (The Reformed Broker) Jobless claims fall to the lowest levels since January 2008.  (TIME) BlackRock, in pursuit of the "white whale of retirement income" launches its...

Fidelity poised to be an ETF juggernaut

August 1, 2013

Fidelity Investments has only dipped its toe into exchange-traded funds so far, but the groundwork has been laid for a splash that could shake up the ETF industry. Last week, Fidelity stuffed its product pipeline with 10 passively managed sector...

The Takeaway: The best (and worst) ETFs in every sector

July 31, 2013

Portfolio No change in Fed policy, in case you're working out of a cave today. Wait, but then you wouldn't be reading this either...  (Business Insider) If you really feel that this is a helpful exercize, feel free to read about what words...

BlackRock joins hunt for the white whale of retirement income

July 31, 2013

As advisers and asset managers continue to hunt down the white whale of retirement income, BlackRock Inc.'s latest effort purports to give pre-retirees a better idea of the income they'll get and what they need to save to get there. The asset...

DFA tops with advisers, but American Funds stirring

July 29, 2013

For the third time in four years, Dimensional Fund Advisors tops the list of mutual fund companies best positioned to increase its share of assets with financial advisers. Longtime adviser favorite American Funds, meanwhile, is showing signs...

The Takeaway: What do advisers talk about?

July 29, 2013

Portfolio Ryan Detrick: The charts you must see today.  (Schaeffer's) A huge week for economic events around the world, get your program here:  (Business Insider) Don't freak out or anything - but Roubini is getting bullish on the economic...

Gold bug puts money where his mouth is

July 28, 2013

Peter Schiff is either crazy like a fox — or just plain crazy. On the heels of a 20% drop in gold and a 40% drop in gold-mining stocks, the most passionate defender of the precious metal has launched his first gold mutual fund. The EuroPac...

The Takeaway: As always, retail investors come late to the party

July 25, 2013

Portfolio Facebook's upside explosion boosts all those silly "social media" funds.  (Index Universe) Retail investors are up to their usual routine, shoveling money into equity funds now that the market is up 20% on the year.  (Street Talk...

Biggest gold bug puts his money where his mouth is

July 24, 2013

Peter Schiff is either crazy like a fox — or just plain crazy. On the heels of a 20% drop in gold and a 40% drop in gold-mining stocks, the most passionate defender of the precious metal has launched his first gold mutual fund. The EuroPac...

Cogent: Two-thirds of industry compensation to be fee-based by 2015

July 23, 2013

The glacial shift toward fee-based compensation is expected to accelerate over the next two years, according to Cogent Research LLC. It is a bad omen for the mutual fund industry, which already is under pressure. "I'm not surprised given it's...

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