Mutual Funds

Displaying 5344 results
$25B institutional money manager takes a leap into retail
INVESTING EQUITIES DEC 01, 2015
$25B institutional money manager takes a leap into retail

Three mutual funds just the start for Pzena Investment Management.

By Jeff Benjamin
INVESTING ETFS NOV 30, 2015
Eaton Vance announces rollout of first NextShares

By John Waggoner
INVESTING ETFS NOV 30, 2015
How Vanguard pulls billions from Wall Street every year

While Washington has long been debating how to reform big Wall Street banks, Vanguard is quietly doing just that as the company and its army of index funds remove about $20 billion a year in revenue from the financial industry.

By Bloomberg
BlackRock's iShares taking in money fast and furious
INVESTING ETFS NOV 30, 2015
BlackRock's iShares taking in money fast and furious

For the first time, fund manager saw roughly equal deposits into equity and fixed-income ETFs as investor demand for bond products increased.

By Bloomberg
INVESTING EQUITIES NOV 29, 2015
Morningstar announces its Managers of the Year

Standouts from Vanguard, Pimco and American Funds top the list. Did your favorite make the cut?

By John Waggoner
INVESTING ETFS NOV 23, 2015
Blending Mars, Venus can energize a fund

Appears that mixed-gender portfolio management teams tend to generate better performance

By Jeff Benjamin
Icahn, BlackRock's Fink battle over high-yield ETFs
INVESTING ETFS NOV 23, 2015
Icahn, BlackRock's Fink battle over high-yield ETFs

Carl Icahn criticized asset management firms such as BlackRock for selling ETFs that give an illusion of liquidity for “extremely illiquid, and extremely overpriced” securities such as high yield bonds. But BlackRock CEO Larry Fink disputed the characterization.

By Bloomberg
INVESTING EQUITIES NOV 22, 2015
Investing in women a worthy strategy

How financial advisers can put this strategy into practice and begin to invest with a gender lens

By Kathleen McQuiggan
How ETFs can help mitigate the impact of market bubbles
INVESTING EQUITIES NOV 20, 2015
How ETFs can help mitigate the impact of market bubbles

Emphasizing defense and true diversification in ETF choices can provide protection.

By James Norman
BlackRock lowers fees on seven ETFs as it turns focus to price-conscious investors
INVESTING ETFS NOV 19, 2015
BlackRock lowers fees on seven ETFs as it turns focus to price-conscious investors

Expense ratios on 'core' exchange-traded funds to drop to as low as 0.03%; new fund launched.

By Bloomberg
ETF scrutiny continues after chaos of Aug. 24 but little consensus emerging on solutions
INVESTING ETFS NOV 18, 2015
ETF scrutiny continues after chaos of Aug. 24 but little consensus emerging on solutions

Stability of funds in volatile markets remains a concern for investors and regulators.

By Randy Diamond
INVESTING EQUITIES NOV 16, 2015
Gold goes on a safe-haven rally in the wake of Paris attacks

<i>Breakfast with Benjamin</i>: Gold jumps, with futures up more than 1% even as riskier assets like stocks find reasons to rally.

By Jeff Benjamin
Financial markets brace for fallout from the Paris terror attacks
INVESTING EQUITIES NOV 16, 2015
Financial markets brace for fallout from the Paris terror attacks

<i>Breakfast with Benjamin</i>: The financial markets are likely to be swept up in the immediate unrest following Friday's terror attacks in Paris.

By Jeff Benjamin
INVESTING ETFS NOV 16, 2015
China casts a pall over global markets in third quarter

By Tom Roseen and InvestmentNews Data
ETF for rising rates draws billions but dashes investors' hopes
INVESTING ETFS NOV 14, 2015
ETF for rising rates draws billions but dashes investors' hopes

ProShares UltraShort 20+ Year Treasury (TBT) has attracted nearly $10 billion worth of inflows in its life but has only $2.8 billion to show for it today.

By Bloomberg
INVESTING RETIREMENT PLANNING NOV 12, 2015
The unique nature of target-date fund benchmarking

The wide dispersion of glide paths and asset allocations makes evaluation much more complex. And yet, TDF choice is likely the biggest investment decision for a plan.

By Greg Iacurci
Wells Fargo launching 'completely different' target date funds that take an active approach
INVESTING RETIREMENT PLANNING NOV 12, 2015
Wells Fargo launching 'completely different' target date funds that take an active approach

The retirement funds, the firm's second to market, seek to give investors 80% pre-retirement income replacement.

By Greg Iacurci
ETF that bet on bitcoin has been surging
INVESTING ALTERNATIVES NOV 10, 2015
ETF that bet on bitcoin has been surging

ARK Investment Management says the capricious cryptocurrency is a buy in the wake of emerging market volatility

By Bloomberg
DoubleLine's Jeff Gundlach plans new global bond fund
INVESTING EMERGING MARKETS NOV 10, 2015
DoubleLine's Jeff Gundlach plans new global bond fund

DoubleLine's Jeffrey Gundlach plans a new global bond fund just as a potential Fed hike could create new risks and opportunities for managers.

By Trevor Hunnicutt
The endless and irrelevant financial woes of presidential candidates
INVESTING EQUITIES NOV 09, 2015
The endless and irrelevant financial woes of presidential candidates

<i>Breakfast with Benjamin</i>: Presidential candidates are not always good at managing their own money, and voters don't care, or need to.

By Jeff Benjamin