Results for "mutual funds & ETFs"

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Investors continue to prefer equity to bond funds, ICI data show

August 14, 2013

Flows to long-term mutual funds continue to reflect a preference for equities over fixed income, according to estimates from the Investment Company Institute. With continued uncertainty surrounding the expiration date of the Federal Reserve's...

Edward Jones adds a fund family to its preferred list

August 14, 2013

Edward Jones is bulking up its preferred list of mutual fund companies even as it's in the midst of launching its first proprietary fund. Jones added J.P. Morgan Funds to its list of preferred mutual fund families at the end of July. It's the...

Janus Funds post highest withdrawals in more than three years

August 14, 2013

Janus Capital Group Inc. had its biggest monthly mutual-fund withdrawals in more than three years after a large client pulled money from the money manager's oldest fund. Investors pulled a net $2.2 billion from the Denver-based company's long-term...

Blackstone partners with Fidelity on new alt-focused mutual fund

August 13, 2013

The Blackstone Group has partnered with Fidelity Investment's Portfolio Advisory Service to launch its first daily valued alternative investment-focused mutual fund. Sources familiar with the matter said Fidelity has provided close to $1 billion...

ETF companies are gunning for DFA

August 13, 2013

Exchange-traded-fund companies are following in the footsteps of financial adviser favorite Dimensional Fund Advisors Ltd. and building new products around academic research to offer investors a new way to beat the market. BlackRock Inc.'s iShares,...

Edward Jones makes unexpected leap into proprietary products

August 13, 2013

Contrary to its long-stated message to its financial advisers, Edward Jones is getting into the proprietary-investment-product business. The firm, known for its one-man shops and mass of trainees, is launching a line of affiliated mutual funds...

Is seven the magic number for Vanguard Explorer?

August 12, 2013

The Vanguard Group Inc. has added a seventh subadviser and 12th portfolio manager to the $11.4 billion Vanguard Explorer Fund (VEXPX). Stephens Investment Management Group LLC and its chief investment officer, Ryan Crane, were named to the fund...

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...

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...

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...

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: 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...

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...

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