Mutual Funds

Displaying 5344 results
INVESTING MUTUAL FUNDS MAR 29, 2014
Small-cap watchers warn investors to moderate expectations

Small-cap stocks have been going gangbusters, but market analysts say it's time for those companies to start earning their keep.

By Trevor Hunnicutt
INVESTING MUTUAL FUNDS MAR 26, 2014
BlackRock hires JPMorgan veteran as stock investment chief

BlackRock Inc. hired JPMorgan Chase & Co.'s Christopher Jones as chief investment officer for stocks in the Americas as the world's biggest money manager seeks to bolster its active equity business.

By Matt Ackermann
INVESTING EQUITIES MAR 25, 2014
What are the economic consequences of the next Cold War?

<i>Breakfast with Benjamin:</i> How the Russia situation could hit the economy. Plus: JPMorgan abandons its commodities business, Morningstar's deep dive into the Pimco mess, expect the expected from Yellen today, retirees give Boomers the playbook, and, big surprise, short-sellers badmouth stocks.

By Jeff Benjamin
INVESTING MUTUAL FUNDS MAR 24, 2014
Active management is gaining favor with some advisers

Despite the popularity of passive strategies, shrewd stock pickers may soon have their day, Jeff Benjamin reports.

By Jeff Benjamin
INVESTING MUTUAL FUNDS MAR 21, 2014
Dodge & Cox gets relief from shareholder restrictions

Buttoned-down money manager Dodge &amp; Cox says it has no plans to change the way it invests.

By Trevor Hunnicutt
INVESTING EQUITIES MAR 21, 2014
Gold rally draws critics along with fans, but it's still a rally

<i>Friday's menu:</i> Both sides of the gold rally. Plus: Who won at last night's Lipper Awards; Yellen gets credit for driving the dollar higher; nearly all big banks pass stress tests; Russian sanctions taking hold; and when to use home equity to buy stocks.

By Jeff Benjamin
INVESTING MUTUAL FUNDS MAR 21, 2014
Gross trips in legacy test as El-Erian exit becomes distraction

Bill Gross, musing on his legacy in an April investment outlook, contended that the real test of his greatness as investor would be his ability to adapt to a new era of shrinking bond market returns. Almost a year later, the bond king is stumbling.

By Matt Ackermann
Profits proving elusive at Putnam as manager compensation eats gains
INVESTING MUTUAL FUNDS MAR 20, 2014
Profits proving elusive at Putnam as manager compensation eats gains

Market performance boosts AUM as asset flows mostly negative.

By Rick Baert
INVESTING EQUITIES MAR 19, 2014
ICI pushes back on too-big-to-fail label for big fund firms

<i>Breakfast with Benjamin:</i> ICI resists 'Too Big to Fail' label for fund firms plus Crimea chooses Mother Russia and what that means for the markets. And guess what, the Fed is out of ammo, Pimco spins the Mohamed El-Erian departure while Mr. El-Erian opens a Twitter account.

By Jeff Benjamin
INVESTING ETFS MAR 19, 2014
Inflows lead to price cuts of Vanguard ETFs

Most are international focused in automatic response to money flows.

By CODONNELL
INVESTING ETFS MAR 18, 2014
ETFs erase stock withdrawals on economy

Investors who beat a path out of global equity markets earlier this year are stampeding back in.

By Matt Ackermann
INVESTING MUTUAL FUNDS MAR 18, 2014
Pimco net flows, despite increase, lag behind amid controversy

February net flows still negative, fall far shy of broader fixed-income recovery

By Matt Sirinides
INVESTING ETFS MAR 18, 2014
Investors put rout behind them, sending $21 billion to stock ETFs

Investors are returning to the U.S stock market after the worst selloff in seven months, adding almost 52 times more money to exchange-traded funds that own equities than bonds.

By Matt Ackermann
INVESTING MUTUAL FUNDS MAR 18, 2014
UBS facing legal fight over Puerto Rico bond funds gone south

A UBS unit is facing a legal fight over the sale of Puerto Rico closed-end-bond funds after their values slumped. Bruce Kelly has the story.

By Bruce Kelly
INVESTING FINTECH MAR 17, 2014
ETF money flows, social media and dating Nick

Gauging investor interest in exchange-traded funds in much the same way as Twitter or Facebook tracks online friends.

By Nicholas Colas
INVESTING MUTUAL FUNDS MAR 17, 2014
Fidelity says online brokerage orders were delayed, duplicated

Fidelity Investments said an undisclosed number of brokerage clients were affected Monday.

By Matt Ackermann
INVESTING WIREHOUSES MAR 17, 2014
Schwab offers independent advisers access to hot debt market

Firm hopes the move allows it to compete with Wall Street brokerages.

By Trevor Hunnicutt
INVESTING MUTUAL FUNDS MAR 17, 2014
Pimco only top 10 fund firm to record redemptions in February

Bill Gross's Pacific Investment Management Co. was the only provider among the top 10 U.S. mutual-fund families to suffer net withdrawals last month, according to a report from Morningstar Inc.

By Matt Ackermann
INVESTING MUTUAL FUNDS MAR 17, 2014
Pimco hires money manager from Credit Suisse

The world's largest bond manager hired Harley Bassman, who was a managing director at Credit Suisse Group AG's securities arm, as an executive vice president and money manager.

By Matt Ackermann
INVESTING ETFS MAR 17, 2014
Index funds have record year as passive wins over active

$115B in flows nearly double previous high; active takes in just $38B

By Gregory Crawford