The strategy can help deliver gains when times are good but can damage the diversification investors often blindly rely on when allocating to many index-based ETFs.
In a year when its peers lost 15% investing in commodities, DoubleLine wades in with a long-short strategy.
Mutual funds may be able to charge their investors who rush to cash out during periods of market stress under a rule being considered by the SEC.
The unshakable fealty of financial advisers is starting to pay off for American Funds in the wake of historic sales declines.
J.P. Morgan Asset Management, <a href="http://www.investmentnews.com/article/20150115/FREE/150119961/j-p-morgan-funds-garner-most-dollars-from-advisers-morningstar" target="_blank">the top-selling stock-picking fund manager for the past two years</a>, is getting help selling its index-tracking ETFs from Charles Schwab.
The factor-based investor popular with financial advisers will build indexes for John Hancock funds.
The billionaire who built Franklin Templeton survived a lawsuit by the son of an early investor who said he was cheated out of a stake in the firm worth $136 million. But the company will still have to defend itself in court.
Firm follows BlackRock, Deutsche Bank and WisdomTree in rolling out currency-hedged offerings.
Firm will waive a portion of its management fee and limit expenses for at least the first year of the large-cap version of its ActiveBeta ETFs.
VTL manages eight ETFs and $1.7 billion, is known for funds that use rule-based approaches to select stocks that may outperform the market.
A first for the mutual fund industry, and the cheapest offering in ETFs, an analyst says.
Jeffrey Gundlach's $48.2 billion DoubleLine Total Return Bond Fund returned 0.7% over the past month while his peers showed losses.
Tax-exempt category is actually benefiting from the dark cloud hanging over it.
Envestnet has agreed to make NextShares, a unique hybrid of mutual funds and ETFs, available to some of its 41,000 affiliated financial advisers, delivering Eaton Vance its first distribution partner for the product.
Money manager asks the SEC for permission to build exotic funds.
Advisers must be prepared to give reasoned answers about moving to cash during market volatility.
<i>Breakfast with Benjamin</i> Pimco finds itself in choppy waters without Bill Gross at the helm.
<i>Breakfast with Benjamin</i>: The swelling gap between public and private valuations is making REITs a sweet target.
Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.
Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.
