Mutual Funds

Displaying 5344 results
INVESTING EQUITIES DEC 11, 2014
Didn't get in on the Alibaba IPO? These ETFs did

Strategic moves by two exchange-traded fund managers underscore the uniqueness of the offering.

By Jeff Benjamin
INVESTING PRACTICE MANAGEMENT DEC 10, 2014
Should your clients use prepaid college tuition plans?

As more schools sign on, guarantees and tuition cost savings attract account holders.

By Liz Skinner
INVESTING EQUITIES DEC 10, 2014
SPY: The ETF that's challenging Vanguard for world's biggest fund

The SPDR S&P 500 Trust is a favorite of both long-term investors and short-term traders, and a good example of how an ETF can work for all kinds of investors with all kinds of goals.

By Bloomberg
INVESTING MUTUAL FUNDS DEC 10, 2014
SEC bars former Oppenheimer & Co. fund manager

Agency alleged that he misrepresented the value of a private-equity fund of funds.

By Mason Braswell
INVESTING EQUITIES DEC 09, 2014
Troubled SAC Capital hedge fund becomes a family office

Breakfast with Benjamin is back. Today: SAC Capital is now a family office; gold and silver start to shine; navigating bonds with ETFs; another debt-ceiling fight; cheaper gas in 2014; and the biggest product flops of 2013.

By Jeff Benjamin
Janus sees Gross as a 'game changer'
INVESTING EQUITIES DEC 08, 2014
Janus sees Gross as a 'game changer'

After years of redemptions and on its third CEO, Denver investment company is giving the ball to the Bond King.

By Bloomberg
INVESTING ESG DEC 08, 2014
The top 25 socially conscious funds

Ranked by one-year total return

By Andrew Leigh
INVESTING ETFS DEC 08, 2014
Wells Fargo expanding bond fund and ETF use in SMAs

Firm's managed accounts can make greater use of products like bond mutual funds and ETFs over individual bonds in model portfolios.

By Trevor Hunnicutt
INVESTING MUTUAL FUNDS DEC 05, 2014
All-weather bond funds sacrifice traditional benefits of core

The key is diversification, not amplification

By Robert Smith
INVESTING ETFS DEC 04, 2014
IndexIQ plans two ETFs to give advisers more exposure to hedge fund strategies

New products will add to existing lineup, allowing investors to custom build alt portfolios.

By Jeff Benjamin
INVESTING OPINION DEC 04, 2014
Give me a (tax) break: ETFs and tax efficiency

Breaking down some key differences between ETFs and mutual funds so you can help clients avoid unpleasant surprises.

By Grant Engelbart
Precidian Investments takes a second shot at regulatory approval for active ETFs
INVESTING ETFS DEC 03, 2014
Precidian Investments takes a second shot at regulatory approval for active ETFs

A proposal backed by major active mutual fund managers gets rebooted.

By Trevor Hunnicutt
INVESTING EQUITIES DEC 03, 2014
It's not too early to start worrying about a spike in oil prices

Tuesday's <i>Breakfast with Benjamin</i> features a warning over it not being too early to worry about a jump in oil prices. Plus, Vanguard ramps up its financial advice offerings, the pain of diverging global economies in 2015, and John Paulson's painful comeback effort.

By Jeff Benjamin
INVESTING EQUITIES DEC 03, 2014
Political bickering aside, the health care sector is a healthy investment

The sector is up 24% this year, leading all S&amp;P subcategories.

By Jeff Benjamin
INVESTING ETFS DEC 03, 2014
SEC set to approve novel Eaton Vance exchange-traded product

Less than a month after rejecting nontransparent ETFs, the SEC is ready to back a new and possibly cheaper way to trade funds.

By Trevor Hunnicutt
INVESTING EQUITIES DEC 03, 2014
Americans feeling squeezed in saving for retirement

BlackRock poll show most find it hard to pay bills and put money aside for retirement; Social Security considered key source of income.

By Bianca Flowers
INVESTING EQUITIES DEC 03, 2014
Bill Gross speaks out on Pimco exit, vows to regain crown at Janus Capital Group

In an <i>InvestmentNews</i> exclusive, the Bond King explains his 'constructive obsession' with defeating rivals and answers advisers' burning questions. <b>More coverage: <a href=&quot;http://www.investmentnews.com/section/specialreport/20141006/GROSS&quot; target=&quot;_blank&quot;>Our special report on Gross' next chapter</a></b>

By Trevor Hunnicutt
INVESTING ALTERNATIVES DEC 02, 2014
Finding some glitter among gold-mining stocks

Gold price disconnect signals a value play for select miners and ETFs

By Jeff Benjamin
INVESTING ETFS DEC 02, 2014
How to avoid the unexpected capital gain gift

Even if an investor didn't sell shares in a fund this year, if a manager took profits or sold to meet redemptions, the investor shares in the tax burden.

By Todd Rosenbluth
INVESTING EQUITIES DEC 01, 2014
Corporate bonds fly off the shelves ahead of looming rate hikes

Tuesday's <i>Breakfast with Benjamin</i> features bond sales hitting a new record as rate hikes loom. Plus: Bracing for a global currency war, falling oil prices catch fund managers by surprise, and making 2015 the year of the maxed-out 401(k).

By Jeff Benjamin