Results for "mutual funds & ETFs"

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ETF sponsors getting active in bond space

June 17, 2013

With interest rates rising and volatility increasing in fixed-income markets, exchange-traded-fund sponsors are looking to launch actively managed funds for bond investors. A survey conducted by Cerulli Associates Inc. in the first quarter found...

Vanguard takes low-cost mantra to caffeine junkies

June 17, 2013

Watch out Starbucks, there's a new coffee-slinging kid on the block named The Vanguard Group Inc. That's right, the world's largest mutual fund company has taken its low-cost mantra to the caffeine junkies. The Malvern, Pa.-based firm has launched...

Fidelity still working out the kinks in some new ETFs

June 17, 2013

If you're anxiously awaiting Fidelity Investment's foray into the exchange-traded fund world, you may have to take a deep breath. The company received the OK from the Securities and Exchange Commission to launch actively managed ETFs in May...

Mutual fund costs for 401(k) plans still dropping

June 16, 2013

Mutual fund costs continue to tumble for 401(k) plans, thanks in part to plan sponsors' demands for cheaper investment options. Costs have been coming down over the years for mutual funds in retirement plans, according to a report from the Investment...

Why John Bogle is both gratified and terrified by Vanguard's success

June 15, 2013

The runaway success of Vanguard Group Inc. over the past five years has, surprisingly, left its founder John Bogle with some ambivalent feelings. But he remains convinced that the index fund — his brainchild — cannot be improved upon. Vanguard's...

Mutual fund costs for 401(k) plans still dropping

June 12, 2013

Mutual fund costs continue to tumble for 401(k) plans, thanks in part to plan sponsors' demands for cheaper investment options. Costs have been coming down over the years for mutual funds in retirement plans, according to a report from the Investment...

Alternative bond funds get a C grade

June 11, 2013

The tumultuous interest rate movements last month were the first real test for alternative bond funds, and the results were so-so. Alternative bond funds, which typically are touted as unconstrained or strategic-income funds, have been marketed...

B-Ds pay $5.25M to settle charges

June 9, 2013

Wells Fargo Advisors LLC has been ordered by the Financial Industry Regulatory Authority Inc. to pay $3.25 million and Bank of America to pay $2 million for selling unsuitable mutual funds of floating-rate bank loans during the credit crisis....

Hedge liquidity debated

June 9, 2013

Hedge funds are champing at the bit to bring their strategies to the masses, but there are concerns about how well they would perform during a crisis. “How big can these markets get, and how much can they absorb, is going to be a challenge,”...

John Bogle has already won

June 7, 2013

John Bogle's victory parade is overdue. The 85-year-old founder of The Vanguard Group Inc. has been the most vociferous advocate against overpaying for investment management, and over the past 10 years, investors have shown that they have heard...

The Takeaway: Don't be so sure about where rates are headed

June 6, 2013

Portfolio Are emerging markets the real fulcrum of global risk? (The Reformed Broker) Morgan Stanley's master spreadsheet of average mutual fund fees versus average ETF fees. Good reference. (World Beta) Is this what the "cheap" iPhone will...

Liquidity could be a problem for liquid alts

June 4, 2013

Hedge funds are champing at the bit to bring their strategies to the masses, but there are concerns over how well they'd perform in a crisis. “How big can these markets get, and how much can they absorb, is going to be a challenge,” Girish...

Bill Miller's old fund starts a new streak

June 2, 2013

Legg Mason Capital Management Value Trust, the fund legendary stock picker Bill Miller famously steered to 15 consecutive years of outperformance, is back to its winning ways. The $2.4 billion mutual fund (LGVAX) returned 30.73% over the one-year...

Where are the fund shareholders' yachts?

June 2, 2013

Shareholders of 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 fund companies soared more than 62% for the 12-month period...

Retail investors are returning, inch by inch

June 2, 2013

Investors are pumping record amounts of money into U.S. balanced funds, whose freedom to buy stocks and bonds has made them barometers for gains in the biggest bull markets of the past half century. Managers led by Capital Research & Management...

May not a merry old month for Bill Gross

June 1, 2013

Bill Gross's Pimco Total Return Fund (PTTRX), the world's largest mutual fund, declined 1.9 percent this month, the biggest monthly loss since September 2008. The performance of the $293 billion Total Return Fund puts it behind 94 percent of...

Advisers shrug off proxy season in favor of cost, performance data

May 29, 2013

Proxy season is in full swing, but financial advisers aren't paying much attention to how some of the largest shareholders are voting. Mutual and exchange-traded funds, which have a combined $14.7 trillion in assets, held 28% of all outstanding...

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...

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...

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