Mutual Funds

Displaying 5344 results
Health care creates a bright spot for beleaguered stock-pickers
INVESTING EQUITIES JUL 25, 2015
Health care creates a bright spot for beleaguered stock-pickers

Sector funds give specialist managers an opportunity to shine during a long bull market.

By Trevor Hunnicutt
INVESTING PRACTICE MANAGEMENT JUL 23, 2015
SEC charges fund manager First Eagle for improper distribution payments

The firm and its fund distributor will pay $40 million to settle claims in what the SEC says is 'first' in an ongoing series of investigations.

By Trevor Hunnicutt
Capital Group chairman James Rothenberg dies at 69 of heart attack
INVESTING MUTUAL FUNDS JUL 21, 2015
Capital Group chairman James Rothenberg dies at 69 of heart attack

Long-time investment manager led the firm to become world's largest mutual fund company at its peak.

By Bloomberg
Making sure the ETF you buy is the one you need
INVESTING ETFS JUL 21, 2015
Making sure the ETF you buy is the one you need

The myriad of options now available in the market makes choosing the right ETFs a challenge, particularly for complex portfolios.

By Scott Kubie
Liquidity in bond ETFs: The real story
INVESTING ETFS JUL 20, 2015
Liquidity in bond ETFs: The real story

Past patterns show that Carl Icahn's worries about havoc in the market are not grounded in fact.

By Todd Rosenbluth
Carl Icahn vs. Larry Fink: Should advisers fear junk bonds?
INVESTING ETFS JUL 20, 2015
Carl Icahn vs. Larry Fink: Should advisers fear junk bonds?

Legendary activist investor sounds the alarm while BlackRock CEO pushes back.

By Jeff Benjamin
Hedge fund specialist SkyBridge pushes back against liquid alts trend
INVESTING EQUITIES JUL 20, 2015
Hedge fund specialist SkyBridge pushes back against liquid alts trend

Liquidity, performance concerns and business conflict cause the expanding hedge-fund firm to take a more traditional approach to mutual funds.

By Trevor Hunnicutt
Goldman pares down liquid alts, presses Morningstar to follow suit
INVESTING EQUITIES JUL 17, 2015
Goldman pares down liquid alts, presses Morningstar to follow suit

The key is bringing liquid alts more in line with hedge fund strategies

By Jeff Benjamin
Wells Fargo, Raymond James, LPL to repay investors more than $30 million for mutual fund overcharges
INVESTING PRACTICE MANAGEMENT JUL 17, 2015
Wells Fargo, Raymond James, LPL to repay investors more than $30 million for mutual fund overcharges

Finra says Wells Fargo, Raymond James and LPL self-reported their failures to waive sales loads for Class A shares for retirement accounts and charities.

By Mark Schoeff Jr.
Capital Group parent names Armour chairman, replacing Rothenberg
INVESTING MUTUAL FUNDS JUL 16, 2015
Capital Group parent names Armour chairman, replacing Rothenberg

32-year veteran of the $1.25 billion money manager is a champion of active management.

By Bloomberg
With high-yield ETFs, costs can be hidden
INVESTING ETFS JUL 16, 2015
With high-yield ETFs, costs can be hidden

Investors who see ETFs as an easy and inexpensive way to tap into the high-yield market should look again.

By Gershon Distenfeld
INVESTING BROKER DEALERS JUL 16, 2015
Edward Jones continues push into proprietary funds

Brokerage giant is expanding its lineup of proprietary mutual funds for its 12,000 brokers and financial advisers a year and a half after the firm launched its first fund.

By Bruce Kelly
Morningstar repeats 'not-ratable' status for Gundlach's DoubleLIne Total Return Bond Fund but can't ignore its success
INVESTING MUTUAL FUNDS JUL 15, 2015
Morningstar repeats 'not-ratable' status for Gundlach's DoubleLIne Total Return Bond Fund but can't ignore its success

Even though Morningstar, for the second year in a row, has released its analysis dubbing the DoubleLine Total ReturnBond Fund not-ratable, analyst Sarah Bush is unable to get around pointing out that it's pretty good.

By Jeff Benjamin
You know investors are getting nervous when oil becomes a safe-haven play
INVESTING ALTERNATIVES JUL 15, 2015
You know investors are getting nervous when oil becomes a safe-haven play

<i>Breakfast with Benjamin</i>: Oil stocks are starting to attract investors seeking safety, and that should be cause for concern.

By Jeff Benjamin
9 things companies do during earnings season that investors hate
INVESTING RETIREMENT PLANNING JUL 14, 2015
9 things companies do during earnings season that investors hate

<i>Breakfast with Benjamin</i>: Some things companies do during earnings season that can really rub investors the wrong way.

By Jeff Benjamin
Why are more advisers seeking managed ETF portfolios?
INVESTING ETFS JUL 14, 2015
Why are more advisers seeking managed ETF portfolios?

Advisers using managed ETF portfolios to take advantage of inherent ETF efficiencies, manage risk in a way that has never been done before.

By Jeff Montgomery
BlackRock warns of stock-bond correlation, suggests illiquid real estate
INVESTING EQUITIES JUL 14, 2015
BlackRock warns of stock-bond correlation, suggests illiquid real estate

Chief investment strategist says liquid investments are being challenged to offer competitive returns.

By Trevor Hunnicutt
China's stock market meltdown is looking like a buying opportunity
INVESTING EQUITIES JUL 14, 2015
China's stock market meltdown is looking like a buying opportunity

Strategists recommend a slow and steady move into the world's second-largest equity market.

By Jeff Benjamin
INVESTING ESG JUL 14, 2015
Merrill Lynch adds social impact portfolios to platform

Client demand leads wirehouse to create multi-asset vehicles that reflect investors' values

By Liz Skinner
INVESTING ETFS JUL 13, 2015
Vanguard Group hires a smart beta expert from pioneer Research Affiliates

Index investing giant has challenged the marketing of smart beta funds. Now it's turning to someone whose research has helped those funds grow.

By Trevor Hunnicutt