Mutual Funds

Displaying 5344 results
INVESTING MUTUAL FUNDS FEB 18, 2014
Optimism from money management giants fails to stem outflow in emerging stocks

While emerging-market equities trade at the biggest valuation discount versus advanced-nation stocks since 2006, investors are concerned that slowing economic growth and reduced Federal Reserve stimulus will lead to more losses.

By Matt Ackermann
INVESTING MUTUAL FUNDS FEB 18, 2014
Global AUM to reach $100 trillion by 2020

Asset management industry thriving despite recession, study shows.

By CODONNELL
INVESTING MUTUAL FUNDS FEB 18, 2014
Goldman's first closed-end fund IPO raises $826 million and hopes for sector

Goldman Sachs' first closed-end fund IPO had a sterling debut, raising hopes for a rebound in the sector. The fund benefited from the combination of brand appeal and the focus on master limited partnerships, which have been a hot asset class.

By Jason Kephart
INVESTING MUTUAL FUNDS FEB 14, 2014
U.S. equity funds saw sharp outflows last week

By CODONNELL
INVESTING MUTUAL FUNDS FEB 12, 2014
Franklin Templeton lifts Ukraine bet by over $250 million

Asset manager is the country's largest debtholder; growing violence spurs unprecedented losses.

By Gregory Crawford
Dennis Stattman's 25-year balancing act
INVESTING ALTERNATIVES FEB 12, 2014
Dennis Stattman's 25-year balancing act

Dennis Stattman, manager of BlackRock's global allocation fund, has made advisers look smart and has kept clients happy thanks to 25 years of outperformance.

By Jason Kephart
INVESTING ETFS FEB 11, 2014
Cold weather offers hot investment plays

Natural-gas prices spike up, but experts warn that opportunity is only short-term.

By CODONNELL
INVESTING ALTERNATIVES FEB 11, 2014
Private-equity giants set their sights on alternatives for mom and pop

Advisers could benefit as retail investors load up on alts.

By Jason Kephart
INVESTING ALTERNATIVES FEB 11, 2014
Invesco makes a big push into alternatives

Six new liquid alternatives funds are part of firm's effort to help advisers handle risk.

By Jason Kephart
INVESTING MUTUAL FUNDS FEB 11, 2014
Carlyle Group joins hedgies' rush into liquid alt mutual funds

Will launch two '40 Act funds to lure financial adviser business

By Jason Kephart
INVESTING ALTERNATIVES FEB 11, 2014
Schorsch continues to expand horizons with liquid alts firm

Nicholas Schorsch's RCS Capital acquires liquid alts firm Hatteras Funds, giving the real estate mogul the potential to widen the distribution of his growing lineup of investment products.

By Bruce Kelly
INVESTING MUTUAL FUNDS FEB 11, 2014
KKR's first closed-end fund falls flat

Fund's go-anywhere mandate may be its silver lining.

By Jason Kephart
INVESTING RETIREMENT PLANNING FEB 07, 2014
After long wait, Schwab's all-ETF 401(k) platform opens for business

Dealing with fractional shares proved to be tricky, but firm thinks it has the problem solved.

By Darla Mercado
INVESTING ETFS FEB 07, 2014
Largest muni ETF's premium grows as fund exodus abates

The biggest exchange-traded fund tracking the $3.7 trillion municipal bond market is selling at the highest premium to the value of its assets since May, an early sign that local debt may avoid a second year of losses.

By Matt Ackermann
INVESTING ETFS FEB 07, 2014
Companies start lining up floating-rate Treasury ETFs

WisdomTree Investments and State Street Global Advisors wasted no time getting ready to launch exchange-traded funds that will track the U.S. Treasury's latest innovation: floating-rate Treasuries.

By Jason Kephart
INVESTING ETFS FEB 06, 2014
How to cut out the wolf of Wall St.

A portfolio of exchange-traded funds is one way to avoid the high fees that come with some of Wall Street's products, and can help avoid the wolves of Wall St.

By Gregory Crawford
INVESTING EMERGING MARKETS FEB 05, 2014
New iShares ETFs let investors bet on developed markets while skirting currency risk

Offerings are attractive because the U.S. dollar is expected to rise against other currencies as the Fed tapers bond-buying program, eventually pushing up interest rates.

By CODONNELL
INVESTING MUTUAL FUNDS FEB 04, 2014
Investment Perspectives: With Ivy's Mike Avery

Mike Avery knows markets and history—that much is clear. The executive vice president of Ivy Investment Management Company and co-portfolio manager with Ryan Caldwell of the Ivy Asset Strategy Fund (WASAX) has an encyclopedic grasp of what's happening now, what came before and the proper context for investors. His viewpoint can help provide clarity for investors, especially in the current topsy-turvy environment.

By Bloomberg
INVESTING EQUITIES FEB 04, 2014
Breakfast with Benjamin: Fed shrugs off market selloff and sticks to taper plans

<i>Breakfast with Benjamin:</i> Janet Yellen's Fed is sticking with tapering but more econ data today could change the conversation. Plus: Stocks are down big so is it the overdue correction? And Japanese stocks fell 4% overnight, the case for index funds, BofA rate traders see smaller bonuses, and tracking short sales.

By Jeff Benjamin
INVESTING ETFS JAN 31, 2014
Active ETF ball squarely in regulators' court

Two companies filed this week, seeking funds that don't report daily.

By Trevor Hunnicutt