Mutual Funds

Displaying 5344 results
Investing for retirement just got a lot more complicated
INVESTING EQUITIES APR 09, 2015
Investing for retirement just got a lot more complicated

Ultralow interest rates and longer lifespans means tried-and-true rule for savers goes out the window.

By Bloomberg
Fixed-income ETFs giving investors plenty of firepower
INVESTING ETFS APR 08, 2015
Fixed-income ETFs giving investors plenty of firepower

One could argue that innovations in fixed income ETFs will have a greater impact than innovations on the equity side.

By Rusty Vanneman
INVESTING MUTUAL FUNDS APR 07, 2015
Goldman Sachs starting two money market funds, changing others to address new rules

Goldman Sachs Financial Square Federal Instruments Fund will invest in government securities only and cater to investors seeking state-tax-exempt income.

By Bloomberg
INVESTING EQUITIES APR 07, 2015
Even outside U.S., passive investments widen share of sales over active

Gap between active and passive funds in international equities reaches highest level since financial crisis.

By Trevor Hunnicutt
Vanguard digital advice platform gives investors choice on active vs. passive
INVESTING RETIREMENT PLANNING APR 07, 2015
Vanguard digital advice platform gives investors choice on active vs. passive

Stock-and-bond pickers are a side dish served on request in soon-to-come digital advice offering.

By Trevor Hunnicutt
Money market reforms force advisers to rethink risk
INVESTING MUTUAL FUNDS APR 07, 2015
Money market reforms force advisers to rethink risk

SEC Chairwoman Mary Jo White said reforms would “fundamentally change” funds. She was right.

By Trevor Hunnicutt
Redemptions slow at Pimco Total Return as performance improves
INVESTING MUTUAL FUNDS APR 06, 2015
Redemptions slow at Pimco Total Return as performance improves

Maintains status as world's biggest bond fund as new managers reverse course set by Gross.

By Bloomberg
Oil prices could push lower after Iran nuke deal
INVESTING EQUITIES APR 01, 2015
Oil prices could push lower after Iran nuke deal

<i>Breakfast with Benjamin</i>: The Iran nuke deal could mean even more oil coming into an already flooded market.

By Jeff Benjamin
What advisers need to know about bond fund duration ahead of an interest rate increase
INVESTING MUTUAL FUNDS APR 01, 2015
What advisers need to know about bond fund duration ahead of an interest rate increase

The risk-management tool is a Catch-22 for fixed income investors who need to think big picture.

By Jeff Benjamin
INVESTING EQUITIES APR 01, 2015
The surging dollar could crush unhedged global mutual funds

Simple ways to remove the currency risk are available but advisers need to find &amp;mdash; and understand &amp;mdash; them.

By Jeff Benjamin
Calamos Investments' new closed-end fund tries to limit discount to NAV issue
INVESTING EQUITIES MAR 31, 2015
Calamos Investments' new closed-end fund tries to limit discount to NAV issue

Convertible income fund timed for a rising rate environment.

By Jeff Benjamin
INVESTING FINTECH MAR 31, 2015
Wealthfront CEO accuses Schwab of deceiving investors with 'free' new robo

Adam Nash says Schwab is straying from its original values to profit from hidden costs.

By Alessandra Malito
INVESTING ETFS MAR 30, 2015
Columbia Threadneedle Investments files with the SEC for NextShares and index funds

Ameriprise Financial's asset management subsidiary signals a desire to significantly expand its presence in the exchange-traded fund market, as well as license Eaton Vance's mutual fund/ETF hybrid structure.

By Trevor Hunnicutt
Stocks are looking more wobbly by the day
INVESTING EQUITIES MAR 24, 2015
Stocks are looking more wobbly by the day

<i>Breakfast with Benjamin</i>: As the equity markets start to wobble, analysts start to claim they saw it all coming.

By Jeff Benjamin
INVESTING MUTUAL FUNDS MAR 24, 2015
IndexIQ deal propels MainStay brand into ETFs

Partnership could bring more alternative ETFs to advisers.

By Trevor Hunnicutt
INVESTING ETFS MAR 23, 2015
Virtus drops F-Squared as fund manager

Loss of linchpin backer adds to F-Squared's struggle following admissions it misled investors on performance.

By Trevor Hunnicutt
HSBC says the dollar's powerful days are numbered
INVESTING EQUITIES MAR 23, 2015
HSBC says the dollar's powerful days are numbered

<i>Breakfast with Benjamin</i>: HSBC thinks the strong dollar is poised to run out of steam, though it might just be wishful thinking.

By Jeff Benjamin
Exclusive: Morgan Stanley plans to sell adviser data to fund companies
INVESTING ETFS MAR 20, 2015
Exclusive: Morgan Stanley plans to sell adviser data to fund companies

ETF managers may look to broker-dealers to 'lower the veil' covering advisers.

By Trevor Hunnicutt
Reading the confusing alphabet soup of exchange-traded fund trends
INVESTING ETFS MAR 20, 2015
Reading the confusing alphabet soup of exchange-traded fund trends

The ETF universe seems to perpetually expand but the result of pushing the envelope isn't necessarily always positive

By Scott Kubie
Reading between the lines of liquid alternatives fund expense ratios
INVESTING MUTUAL FUNDS MAR 20, 2015
Reading between the lines of liquid alternatives fund expense ratios

What you see might not be what you get and the real cost of running some strategies can be steep.

By Jeff Benjamin