Results for "mutual funds & ETFs"

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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...

Tax-managed indexing can offer boost

May 28, 2013

2013 will be a year of higher taxes for many high income earners. The passage of the American Tax Payer's Relief Act of 2012 and the addition of the 3.8% unearned income Medicare tax leads to higher investment taxes. For top tax bracket investors,...

Where are the fund shareholders' yachts?

May 28, 2013

Shareholders of mutual fund companies have had a lot to be happy about so far this year — much more, in fact, than the shareholders in the mutual funds themselves. Publicly traded shares of mutual fund companies soared more than 62% for the...

A heat-seeking emerging markets ETF that laps its rivals

May 27, 2013

It's been a challenging year for emerging markets. The hugely popular Vanguard FTSE Emerging Markets ETF (VWO) is down about 1 percent so far in 2013; the iShares MSCI Emerging Markets Index (EEM) has fallen 2.1 percent. Bucking the trend is...

Active ETFs may boost closet indexers

May 26, 2013

So-called closet indexers have gotten a lot of flak over the past few years, but actively managed exchange-traded funds could be the best thing ever to happen to them. Closet indexers — those active portfolio managers who by design don't deviate...

Bull market steers ETF assets to big gains

May 23, 2013

The roaring pace of the equity markets has helped drive total exchange-traded-fund assets up 23% over the past 12 months. The latest data from the Investment Company Institute shows that through April, domestic-equity-ETF assets reached more...

Where are the fund shareholders' yachts?

May 22, 2013

Shareholders of mutual fund companies have had a lot to cheer about so far this year — lots more, in fact, than the shareholders in the mutual funds themselves. Publicly traded shares of mutual fund companies soared more than 62% over the...

S&P Capital IQ expands analysis, ranking of bond ETFs

May 21, 2013

S&P Capital IQ this week is expanding its analysis and ranking of fixed-income exchange-traded funds. The move reflects the growing popularity of bond ETFs, according to Todd Rosenbluth, an analyst at S&P Capital IQ. “We know that investors...

Comparing the advantages of SMAs

May 19, 2013

A multitude of papers extol the tax virtues of investing through separately managed accounts. Most have compared them with mutual funds and have concluded that SMAs can produce better after-tax returns than funds for those able to take advantage...

Active ETFs will make it easier to beat an index

May 14, 2013

So-called closet indexers have gotten a lot of flack over the past few years, but actively managed exchange-traded funds could be the best thing ever to happen to them. Closet indexers — those active portfolio managers who by design don't...

Seven simple and cheap all-ETF model portfolios - Extreme simplicity

May 6, 2013

This portfolio is about as simple as it gets, consisting of only two ETFs. VT offers broad-based exposure to global equity markets, including stocks from the U.S., emerging markets, and developed international markets. This portfolio comes with...

Closed-ends yielding more than mutuals

May 5, 2013

Financial advisers on the hunt for income should be keeping a close eye on closed-end funds, where yields are double and triple those of traditional mutual funds and exchange-traded funds. The average equity closed-end fund had a one-year yield...

American Century cuts Livestrong name from target dates

May 3, 2013

American Century Investments will change the name of its popular Livestrong Portfolios target date funds suite. The fund family's new name will be One Choice Portfolios, effective May 31, placing these funds under the same banner as its target...

Are index funds 'positively un-American?'

May 2, 2013

The age old debate between active and passive management took an odd, patriotic turn at the Investment Company Institute General Membership Meeting on Thursday. “Index investing is positively un-American,” said Alan Reid, CEO of Forward...

SEC charges mutual fund firm with misleading shareholders on advisers

May 2, 2013

The Securities and Exchange Commission has charged two firms operating a group of mutual funds with misleading shareholders about their decisions on hiring investment advisers for the funds. In a complaint, the regulator said that Northern Lights...

With Gross, Pimco adds star power to ETFs

April 28, 2013

Pacific Investment Management Co. LLC has added bond guru Bill Gross as a co-manager to its three upcoming actively managed exchange-traded funds. He was added as a co-manager to the soon-to-be-launched Pimco Real Return, Diversified Income...

Vanguard strategist: Bogle's bond index barb off point

April 28, 2013

The Vanguard Group Inc. founder and godfather of indexing John Bogle made waves this month when he said that the most popular bond index is broken. But it isn't that the index is broken; the problem is the way that bond mutual funds use it as...

With Gross, Pimco adds whole lot of star power to upcoming ETFs

April 22, 2013

Pacific Investment Management Co. LLC has added bond guru Bill Gross as a co-manager to its three upcoming actively managed exchange-traded funds. Mr. Gross was added as a co-manager to the soon-to-be-launched Pimco Real Return, Diversified...

All systems go for DoubleLine fund IPO

April 21, 2013

DoubleLine Capital LP is expect-ed to launch its second closed-end fund this month, and expectations are running high for its initial public offering. The DoubleLine Income Solutions Fund will be managed by bond guru Jeffrey Gundlach, Luz Padilla...

BlackRock forming RIA council

April 21, 2013

The largest money manager in the world is turning to registered investment advisers for help. BlackRock Inc., which manages close to $4 trillion in assets, plans to form an RIA advisory council in the next several months, according to Sue Thompson,...

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