Mutual Funds

Displaying 5344 results
INVESTING MUTUAL FUNDS AUG 19, 2014
Fidelity assets flowing to lower-cost trusts

Facing pressure to move retirement-plan clients to investment vehicles with dramatically lower fees, the fund giant is moving assets to new trusts.

By Trevor Hunnicutt
INVESTING MUTUAL FUNDS AUG 19, 2014
What's the reason for all the fund outflows at Fidelity?

More Fidelity stock funds are suffering withdrawals than adding money this year. What gives?

By Trevor Hunnicutt
INVESTING ETFS AUG 18, 2014
Proliferation of ETFs both good and bad

A big issue for advisers and investors is the ever-expanding universe of ETFs.

By MFXFeeder
INVESTING ETFS AUG 18, 2014
iShares and Pimco to shut 22 ETFs

The funds include iShares' target-date lineup and Pimco's foreign-bond trackers.

By Trevor Hunnicutt
INVESTING MUTUAL FUNDS AUG 18, 2014
Is Vanguard hiding behind low-cost structure to evade taxes?

A former lawyer for the firm has filed a lawsuit alleging the company avoided about $1 billion in taxes over 10 years

By Trevor Hunnicutt
INVESTING MUTUAL FUNDS AUG 17, 2014
The Fed finds another reason to hold down interest rates

<i>Breakfast with Benjamin:</i> The Fed and chief Janet Yellen get more ammo to hold down rates. Plus: AIG inches back into DC lobby; why some stocks never split; and where the smart money is going

By Jeff Benjamin
INVESTING EQUITIES AUG 15, 2014
Fed watchers are spinning over Janet Yellen's mixed messages

<i>Breakfast with Benjamin</i> brings you up to speed on reactions to Janet Yellen's mixed messages on the U.S. job market, gold's surge, and Russian mutual funds' fall.

By Jeff Benjamin
INVESTING ETFS AUG 15, 2014
BlackRock says it's making inroads with wirehouses and RIAs

BlackRock, fielding question on rival Vanguard, says it's best suited to educate the market about the power of ETFs.

By Trevor Hunnicutt
INVESTING MUTUAL FUNDS AUG 14, 2014
BlackRock fights lawsuit claiming 'excessive fees'

Judge poised to rule on whether a trial can proceed on claims the company violated its fiduciary obligations.

By Trevor Hunnicutt
INVESTING RIAS AUG 12, 2014
What last week's junk bond selloff means for stocks

Today's <i>Breakfast with Benjamin</i> looks at the impact of the junk bond selloff, Morningstar's approach to nontraditional bond funds, how higher rates will ripple across the economy, and much more.

By Jeff Benjamin
INVESTING ALTERNATIVES AUG 12, 2014
Multialternative mutual funds gain in popularity

But funds are built differently and due diligence is critical.

By Jeff Benjamin
INVESTING BROKER DEALERS AUG 11, 2014
For fund managers, high-yield pullback comes with liquidity risks

Lower broker-dealer bond inventories and growing use of high-yield funds could test markets, increase price swings.

By Trevor Hunnicutt
INVESTING EMERGING MARKETS AUG 11, 2014
Equity ETF investors kept the pedal to the metal in the second quarter

By Tom Roseen
INVESTING RETIREMENT PLANNING AUG 11, 2014
Retirement savers' fund fees move lower: ICI

A trade group's study says tough competition between fund managers is driving fees in 401(k) plans lower &#8212; but investors still may not be getting a good deal.

By Trevor Hunnicutt
INVESTING MUTUAL FUNDS AUG 10, 2014
Wells Fargo funds business looks to double assets under management

Bank-owned money manager may look to acquisitions to drive growth .

By Trevor Hunnicutt
INVESTING MUTUAL FUNDS AUG 10, 2014
OppenheimerFunds sees some funds shrink on Puerto Rico bonds

Exposure spooks investors and assets decline, with some funds losing 33%

By Bloomberg
INVESTING ALTERNATIVES AUG 09, 2014
Liquid alts to get their own benchmarks

New measures aim to combat challenge of assessing performance; investible products may not be far behind.

By Jeff Benjamin
INVESTING EMERGING MARKETS AUG 08, 2014
An in-depth talk with Jeffrey Gundlach

Bond guru addresses a wide range of issues, from low volatility to interest rate risk.

By Stu Bilton
INVESTING EQUITIES AUG 06, 2014
Global markets collide with geopolitics as Obama orders airstrikes in Iraq

Friday's <i>Breakfast with Benjamin</i> feature: Global markets collide with geopolitics as Obama orders airstrikes. Plus: Gold bugs rejoice; a senator takes parting shot at Wall Street; hidden risks in mutual funds; and find your perfect TV office.

By Jeff Benjamin
INVESTING EQUITIES AUG 06, 2014
Cash holdings finally getting some respect

Funds, and investment gurus the likes of Warren Buffett, are augmenting their cash positions as volatility enters the market.

By Jeff Benjamin