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5 star mutual fund managers you’ve never heard of
These up-and-coming portfolio managers are passionate about their work, and outshining the competition
T. Rowe Price’s Rob Sharps talks about investing for growth
T. Rowe's largest holdings in U.S. stocks are Amazon, Google, Apple, Microsoft and Facebook.
A different kind of goal: Three business lessons from the hockey rink
Wayne Gretzky's famous quote: “I skate to where the puck is going to be, not to where it has been” is not the only insight advisers can use in their business.
The best- and worst-performing equity mutual funds
By category, ranked by one year total returns
Blackstone partners with Fidelity on new alt-focused mutual fund
The Blackstone Group has partnered with Fidelity Investment’s Portfolio Advisory Service to launch its first daily valued alternative…
Mutual funds’ duty to investors
The mutual fund industry must continue to build upon the framework of accountability to our investors
Money funds take the lead in reforms
Six big mutual fund companies last week agreed to disclose the daily NAV of their money funds, an unusual show of unity among rivals aimed at heading off the threat of stricter regulation.
Cost basis on mutual fund assets updated in DTCC system
The Depository Trust & Clearing Corporation announced Tuesday that it rolled out enhancements to its Cost Basis Reporting…
New trend a reaction to federal rulings: Mutual funds that hedge edging into VA market
Mutual funds that use hedging strategies are finding their way into variable-annuity subaccounts - a move some expect will snowball in the coming year.
Some investors can’t catch a break point
Some investors already reeling from the broad stock market slide are about to discover more bad news in this year's crop of mutual fund annual reports: higher management fees and expense ratios.
Conference Call: Brass at ICI unfazed by redemption growth
The stock market may be in turmoil, but rose-colored glasses certainly make things more bearable. At least that's the feeling one got after listening to remarks Thursday at the Investment Company Institute's general membership meeting in Washington.
Banks better than most in fund sales
Mutual fund sales slipped last year, but the banking industry, a relative beginner in the business, did only half as badly, a consultant's report shows.
More mergers, joint ventures ahead for mutual funds
This year mutual fund managers will speed up searches for acquisitions or joint ventures like last month’s foray…
Observers claim to see through OpenFund’s `transparency’ bid
Don Luskin, co-founder of San Francisco-based MetaMarkets.com Inc., is either a huckster or on the cutting edge of a trend in mutual funds.
Finding bargains in a fallow field
Money managers in search of bargain stocks are looking no further than competitors' backyards, even if the grass isn't necessarily greener.
