Mutual Funds

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INVESTING EQUITIES JUN 16, 2014
Why REITs are looking like the year's hottest market sector

Today's <i>Breakfast with Benjamin</i> looks at what's propelling REITs into their position as the year's hottest market sector, plus emerging market stocks' record month, Japan's inflation woes, and much more.

By Jeff Benjamin
INVESTING EQUITIES JUN 15, 2014
Clintons jump through financial planning loopholes to dodge estate taxes they support

<i>Breakfast with Benjamin:</i> Brokers pouncing on 401(k) biz. Plus: The Clintons dodge the estate taxes they support. The Fed wants to add exit fees to bond funds, U.S. banks on the edge of new funding rules, Congress mulls investor confidence on your dime, El-Erian sides with the IMF, and merger mania is alive and well.

By Jeff Benjamin
INVESTING MUTUAL FUNDS JUN 15, 2014
Best- and worst-performing fixed-income mutual funds

By Andrew Leigh
INVESTING EMERGING MARKETS JUN 15, 2014
Best- and worst-performing international fixed-income mutual funds

By Andrew Leigh
INVESTING EMERGING MARKETS JUN 15, 2014
Best- and worst-performing international equity mutual funds

By Andrew Leigh
INVESTING ALTERNATIVES JUN 15, 2014
Best- and worst-performing alternatives mutual funds

By Andrew Leigh
INVESTING EQUITIES JUN 15, 2014
The $20 billion MainStay Marketfield fund's chicken or egg problem

Fund performance sagged as assets ballooned and performance sagged &amp;ndash; but the manager says his bad bets were the culprit.

By Jeff Benjamin
INVESTING MUTUAL FUNDS JUN 14, 2014
Do mutual fund managers have an incentive to perform?

Testing the assumption that mutual fund managers focus on gathering assets to boost their compensation rather than on generating excess returns.

By Gregg S. Fisher
INVESTING EQUITIES JUN 10, 2014
Oil spikes to a three-month high as Iraq's stability crumbles

<i>Breakfast with Benjamin:</i>Oil spikes as Iraq's stability crumbles. Plus: Hedge funds bristle at Obama's latest executive order, the significance of the Dow at 17,000, how active managers are helping index investors, and quantitative analysis is being applied to golf scores.

By Jeff Benjamin
INVESTING EQUITIES JUN 10, 2014
Buffett is ready to double down on his wind and solar energy bet

<i>Breakfast with Benjamin:</i> Buffett doubles down on green. Plus: ECB stimulus gains traction, Apple shares at less than $100, Alibaba IPO risks, when prostitutes become currency traders, and how to buy Scotch for your dad.

By Jeff Benjamin
INVESTING EQUITIES JUN 10, 2014
Bill Gross bets on shorter-term bonds in a controversial 'new neutral' strategy

<i>Breakfast with Benjamin:</i> Bill Gross' controversial new strategy. Plus: BlackRock CEO Fink calls out leveraged ETFs, nobody can agree on the gold-price decline, dealing with lump-sum pension offers, a solar company that makes sense, and the various forms of a caffeine addict.

By Jeff Benjamin
INVESTING ETFS JUN 10, 2014
Bond ETFs posted a good start to 2014, though March showed its lion's side

Surprising comments by Fed chief Janet Yellen on rate hikes gave bond markets a bad scare.

By Bloomberg
INVESTING ETFS JUN 07, 2014
Face value: Look inside iShares' expanded core series

The expansion of iShares Core brings down expense ratios but doesn't eliminate the need for solid due diligence.

By Todd Rosenbluth
INVESTING ETFS JUN 07, 2014
Be careful with leveraged ETFs

Investors considering using ETFs that seek to magnify return of a given index need to understand the risks, says S&amp;P Capital IQ's Todd Rosenbluth.

By Todd Rosenbluth
INVESTING MUTUAL FUNDS JUN 03, 2014
Retail clients drive deposits, profits at T. Rowe

Money manager relies on individuals saving for retirement, rising stock prices to offset institutional withdrawals.

By Matt Ackermann
INVESTING MUTUAL FUNDS MAY 29, 2014
Fund managers need a new script for a changing advice business: Consultants

The financial advice business has changed fundamentally, but money managers who depend on advisers for nearly a third of their revenue are stuck in the past.

By Trevor Hunnicutt
INVESTING FINTECH MAY 28, 2014
Rout in social media stocks crushing ETFs

The falloff in social media stocks is burning investors who piled into one of last year's most popular exchange-traded funds.

By Matt Ackermann
INVESTING MUTUAL FUNDS MAY 27, 2014
Stocks popping up in more bond portfolios as managers seek returns

At least 70 mutual funds across various fixed-income categories have more than 4% allocated to stocks, according to Morningstar. On the extreme end, almost half of those bond funds have equity weightings of between 10% and 63%.

By Jeff Benjamin
INVESTING MUTUAL FUNDS MAY 27, 2014
Gross's top fund suffered $3.1 billion in losses in April

Bill Gross's Pimco Total Return Fund sustained its 12th straight month of withdrawals in April as the world's largest bond fund continues to trail its peers.

By Matt Ackermann
INVESTING MUTUAL FUNDS MAY 27, 2014
Gross: No asset bubbles given Fed neutral policy rate of 2%

Pacific Investment Management Co.'s Bill Gross said asset markets from stocks to real estate are not overpriced because the Federal Reserve's long-term policy rate will be half of what policymakers are forecasting.

By Matt Ackermann