Mutual Funds

Displaying 5344 results
The correlation conundrum and liquid alternatives
INVESTING EQUITIES FEB 15, 2015
The correlation conundrum and liquid alternatives

The vast majority of these funds are new, and they require scrutiny in context of other assets.

By William J. Kelly
Gold shines amid growing economic stress in Europe
INVESTING EQUITIES FEB 13, 2015
Gold shines amid growing economic stress in Europe

Today's <i>Breakfast with Benjamin</i> includes gold hitting its highest level since September. Plus: Obama wants to tak 529 plans to fund free community college, emerging-market-debt managers emerge from the wreckage of 2014, and it's time to change some passwords.

By Jeff Benjamin
American Funds ready to double-down on active investing in 2015
INVESTING ETFS FEB 12, 2015
American Funds ready to double-down on active investing in 2015

Adviser-sold fund giant starts to see some flows after pressing view that active management, especially for retirement goals, works.

By Trevor Hunnicutt
In target date funds, performance starts to trump risk management as assets balloon
INVESTING EQUITIES FEB 12, 2015
In target date funds, performance starts to trump risk management as assets balloon

Some strategies stay aggressive right up to target date while others dial down risk; each group has its reasons

By Jeff Benjamin
Alternatives are earning their keep in 2015
INVESTING EQUITIES FEB 12, 2015
Alternatives are earning their keep in 2015

The solid relative performance of alternatives makes the case for diversification of portfolios in 2015.

By Jeff Benjamin
By the Numbers: ESG investing
INVESTING MUTUAL FUNDS FEB 10, 2015
By the Numbers: ESG investing

Are advisers misunderstanding why investors seek out sustainable investments?

By InvestmentNews
Wealthy investors loving U.S. stocks
INVESTING EQUITIES FEB 10, 2015
Wealthy investors loving U.S. stocks

Investors continue to see domestic stocks as the best thing going: Legg Mason survey.

By Trevor Hunnicutt
Pimco Total Return Fund drops another $11.6B even with decent performance
INVESTING EQUITIES FEB 10, 2015
Pimco Total Return Fund drops another $11.6B even with decent performance

<i>Breakfast with Benjamin</i> Despite beating 94% of its peers since Bill Gross left the company, Pimco's Total Return Fund still dropped $11.6 billion in January. Plus: Crude oil drives the markets, unbelievable unemployment data, and finding some investments buried beneath the winter snow.

By Jeff Benjamin
INVESTING ETFS FEB 10, 2015
Active managers get a seat at the ETF table

To the chagrin of some, a fast-growing industry comes to terms with active management.

By Trevor Hunnicutt
INVESTING ALTERNATIVES FEB 10, 2015
UBS renews push to increase advisers' hedge fund use

The wirehouse plans tools to explain the risks and benefits of hedge fund strategies to advisers whose allocations have been low.

By Trevor Hunnicutt
After Bill Gross, Pimco Total Return performance is back at the top
INVESTING ETFS FEB 09, 2015
After Bill Gross, Pimco Total Return performance is back at the top

Portfolio managers deliver strong performance with right central bank call, leading Morningstar to boost rating even as more investors pull assets.

By Trevor Hunnicutt
INVESTING ETFS FEB 09, 2015
BlackRock leads Vanguard as ETFs race toward a record year

Two giants remain in a tight race for buy-and-hold index investors' money as category total close to cracking the $2 trillion mark in a 'victory of vanilla' story.

By Trevor Hunnicutt
Investors flock to low-volatility ETFs as stock market swings widen
INVESTING EQUITIES FEB 06, 2015
Investors flock to low-volatility ETFs as stock market swings widen

Assets in ETFs designed to lessen volatility climb 15% in the first five weeks of the year.

By Bloomberg
Mortgage-backed securities shape up as a solid cash alternative
INVESTING ALTERNATIVES FEB 06, 2015
Mortgage-backed securities shape up as a solid cash alternative

'There's value to be found out there, but you have to look very carefully'

By Jeff Benjamin
State Street, facing historic redemptions, slashes ETF prices
INVESTING EQUITIES FEB 06, 2015
State Street, facing historic redemptions, slashes ETF prices

The ETF pioneer, whose lineup suffered the largest redemptions in history last month, aggressively cut prices on nearly a third of its funds. <i>(Don't miss the latest performance data and analysis on <a href=&quot;http://www.investmentnews.com/section/featurelist/20150119/ETFQ42014&quot; target=&quot;_blank&quot;>equity and fixed income ETFs</a>.)</i>

By Trevor Hunnicutt
Pimco to fight fund lawsuit challenging Bill Gross pay
INVESTING MUTUAL FUNDS FEB 06, 2015
Pimco to fight fund lawsuit challenging Bill Gross pay

Investor says firm took lucrative payouts at the expense of shareholders.

By Trevor Hunnicutt
SEC sues alts fund manager Daniel Thibeault for fraud
INVESTING MUTUAL FUNDS FEB 05, 2015
SEC sues alts fund manager Daniel Thibeault for fraud

After being <a href=&quot;http://www.investmentnews.com/article/20141216/FREE/141219931/alts-fund-manager-daniel-thibeault-arrested-in-securities-fraud&quot; target=&quot;_blank&quot;> arrested on charges of securities fraud</a>, alternative fund manager Dan Thibeault is now facing related civil charges from the SEC, which claims he siphoned off some $16 million in assets from his GL Beyond Income Fund to use for personal expenses. He calls the situation 'bizarre.'

By Mason Braswell
INVESTING ETFS FEB 04, 2015
Seeing through the ETF argument in favor of transparency

Transparency promotes marketplace competition, supports better investor decision-making and exposes suspect market practices, Eaton Vance CEO says.

By Tom Faust
INVESTING ETFS FEB 03, 2015
State Street expanding adviser-facing salesforce in mutual fund push

Advisers crucial to the fund giant's expansion into active management, mutual funds

By Trevor Hunnicutt
Younger generations going all in with 401(k) contributions
INVESTING EQUITIES FEB 02, 2015
Younger generations going all in with 401(k) contributions

Today's <i>Breakfast with Benjamin</i> features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.

By Jeff Benjamin