Mutual Funds

Displaying 5344 results
DFA breaks into target date fund market with unique investment approach
INVESTING EQUITIES NOV 04, 2015
DFA breaks into target date fund market with unique investment approach

Manager is hoping to garner assets in a crowded market through a strategy targeting the stability of investors' retirement income stream.

By Greg Iacurci
Chinese stocks go from a sell to a buy just like that
INVESTING EQUITIES NOV 03, 2015
Chinese stocks go from a sell to a buy just like that

<i>Breakfast with Benjamin</i>: Emerging-markets fund manager who darted out of Chinese stocks at the best possible time is now moving back in.

By Jeff Benjamin
INVESTING RETIREMENT PLANNING NOV 03, 2015
Active target date managers make tweaks ahead of Fed rate hike

Active managers have made small changes on the margins of their TDF portfolios, which could give them a short-term advantage over passive managers.

By Greg Iacurci
BlackRock to manage $87 billion money market assets for Bank of America
INVESTING MUTUAL FUNDS NOV 02, 2015
BlackRock to manage $87 billion money market assets for Bank of America

Deal comes as big banks grapple with new SEC regulations that force institutional prime funds to adopt a floating share price.

By Bloomberg
INVESTING RETIREMENT PLANNING NOV 01, 2015
The best- and worst-performing target date funds

Ranking funds through the third quarter of 2015

By Bloomberg
Investors facing the dark side of MLP investing
INVESTING EQUITIES OCT 28, 2015
Investors facing the dark side of MLP investing

Poor performance could send the income-generating category back to direct investing, where it belongs.

By Jeff Benjamin
Closed-end funds trading at steepest discounts in eight years as investors sell ahead of rate increase
INVESTING EQUITIES OCT 26, 2015
Closed-end funds trading at steepest discounts in eight years as investors sell ahead of rate increase

Strategists say pricing anomalies should be considered buying opportunity as Fed action expected to be small.

By Jeff Benjamin
Massachusetts' Galvin investigates fund pricing glitches
INVESTING ETFS OCT 26, 2015
Massachusetts' Galvin investigates fund pricing glitches

Massachusetts' top securities cop is investigating the failure of an accounting platform he said delayed correct pricing for billions of dollars in mutual funds and ETFs.

By Trevor Hunnicutt
Advisers flocking to an ETF that costs more than a mutual fund
INVESTING ETFS OCT 24, 2015
Advisers flocking to an ETF that costs more than a mutual fund

First Trust Dorsey Wright Focus 5 offers easy way into a popular sector rotation strategy.

By Bloomberg
Morningstar shines an ESG light on all mutual funds and ETFs
INVESTING EQUITIES OCT 22, 2015
Morningstar shines an ESG light on all mutual funds and ETFs

New zero-to-100 rating would indicate the environmental, social and governance impact of a fund's holdings.

By Jeff Benjamin
Recent market volatility draws SEC scrutiny of ETFs
INVESTING ETFS OCT 21, 2015
Recent market volatility draws SEC scrutiny of ETFs

Market turmoil of Aug. 24 prompts examination of how exchange-traded products are priced and traded.

By Mark Schoeff Jr.
Warren Buffett doesn't have time to fiddle with activist investing
INVESTING EQUITIES OCT 21, 2015
Warren Buffett doesn't have time to fiddle with activist investing

<i>Breakfast with Benjamin</i>: Warren Buffett's distaste for activist investing boils down to simple math.

By Jeff Benjamin
INVESTING ETFS OCT 18, 2015
Bond funds slump amid global crises and Fed inaction

By Jeff Tjornehoj and InvestmentNews Data
A new option for income generation: High dividend, low volatility ETFs
INVESTING EQUITIES OCT 15, 2015
A new option for income generation: High dividend, low volatility ETFs

Potential is there to meet investors' objectives of capital preservation, growth and income without taking on unacceptable risk

By Rick Genoni
Gold rises from the dead
INVESTING EQUITIES OCT 14, 2015
Gold rises from the dead

<i>Breakfast with Benjamin</i>: A dead asset no longer, gold shines bright above its 200-day moving average for the first time in five months.

By Jeff Benjamin
MassMutual teams with Envestnet on defined-contribution managed-account service
INVESTING RETIREMENT PLANNING OCT 14, 2015
MassMutual teams with Envestnet on defined-contribution managed-account service

Insurer is trying to capitalize on big growth seen among asset-allocation products in the DC market and betting managed accounts become more widely used.

By Greg Iacurci
Second-generation passive investing fueling new smart-beta ETFs
INVESTING ETFS OCT 11, 2015
Second-generation passive investing fueling new smart-beta ETFs

The debate over whether investors are 100% rational 100% of the time continues to drive investment innovation.

By Ric Dillon
Investor redemptions from liquid alts funds throwing regulators a curve ball
INVESTING MUTUAL FUNDS OCT 08, 2015
Investor redemptions from liquid alts funds throwing regulators a curve ball

SEC report underscores concern that some funds could have trouble meeting investor withdrawals in times of market stress.

By Bloomberg
How to work infrastructure funds into clients' portfolios
INVESTING ALTERNATIVES OCT 07, 2015
How to work infrastructure funds into clients' portfolios

Three allocation strategies that could let clients tap into the global infrastructure boom

By Joshua Duitz
An extreme tale of two liquid alt funds in the same category
INVESTING EQUITIES OCT 07, 2015
An extreme tale of two liquid alt funds in the same category

When fund managers can go anywhere, sometimes they do.

By Jeff Benjamin