Mutual Funds

Displaying 5344 results
INVESTING MUTUAL FUNDS OCT 03, 2013
iShares takes next step to woo retail investors, fend off Vanguard

BlackRock's ETF unit extends its core series to include managed portfolios as it takes another step in its efforts to woo retail investors. And keep Vanguard at bay. Jason Kephart explains.

By JKEPHART
INVESTING ETFS OCT 03, 2013
Vanguard stands firm amid rush to the ETF exits

Record $17.5B pulled in August but firm bucks trend with inflows.

By JKEPHART
INVESTING MUTUAL FUNDS SEP 29, 2013
Vanguard money funds paying capital gains

By Megan Durisin
INVESTING MUTUAL FUNDS SEP 27, 2013
What worries bond guru Dan Fuss?

Hint: It isn't rising interest rates

By JKEPHART
INVESTING RETIREMENT PLANNING SEP 26, 2013
Annuities changes puzzle advisers

Advisers admit that variable annuities' varying product features and investment menus pose challenges, and insurers could do more to improve their clarity.

By Darla Mercado
INVESTING MUTUAL FUNDS SEP 26, 2013
Investors close to tapping their target dates clobbered

Rout in bond market leaves few unscathed, even conservative target dates.

By Darla Mercado
INVESTING ALTERNATIVES SEP 25, 2013
Advisers must distinguish between registered and unregistered alts

Panelists at <i>IN</i> Alternatives Conference say advisers must do extra due diligence on liquid alternatives.

By Jeff Benjamin
INVESTING MUTUAL FUNDS SEP 24, 2013
Investors can't stop kicking themselves

Largest funds have done best since crisis, but market timing hurt performance

By Jason Kephart
INVESTING MUTUAL FUNDS SEP 24, 2013
Class grows bigger in Fidelity profit sharing plan lawsuit

The group of employees who have charged Fidelity with forcing them into costly proprietary funds in their profit-sharing plan just got a little bigger. That's a big deal.

By Darla Mercado
INVESTING EQUITIES SEP 23, 2013
Is the great correlation over?

Live from the <i>IN</i> Alternatives Investments Conference: Low rates, economic uncertainty and surprises have pushed asset classes in the same direction

By JKEPHART
INVESTING MUTUAL FUNDS SEP 23, 2013
To woo investors, American Funds pulls back curtain

By Jason Kephart
INVESTING MUTUAL FUNDS SEP 23, 2013
Active management: More sales pitch than reality?

Study suggests strategy is no panacea for down markets.

By JKEPHART
INVESTING EMERGING MARKETS SEP 23, 2013
American Funds preps a contrarian play

American Funds is planning to launch a pure-play emerging-market equity offering even as the asset class suffers from growing pains. Will it fly?

By JKEPHART
INVESTING MUTUAL FUNDS SEP 22, 2013
Firms seek reworking of money fund reform

By Mark Schoeff Jr.
INVESTING MUTUAL FUNDS SEP 20, 2013
Image repair: Mutual funds still recovering 10 years after scandal

In the 10 years since then-New York AG Eliot Spitzer charged a Bank of America mutual fund with late trading, kicking off the mutual fund scandal, some advisers still feel duped. Jeff Benjamin has the story.

By Jeff Benjamin
INVESTING MUTUAL FUNDS SEP 17, 2013
Big asset managers propose new 'retail investor' definition for money-fund reform

Claim that carving out institutional investors would limit runs on money funds during market stress.

By Mark Schoeff Jr.
INVESTING MUTUAL FUNDS SEP 17, 2013
Reserve Primary Fund settles shareholder suit for $54.9M

By Matt Ackermann
INVESTING MUTUAL FUNDS SEP 15, 2013
Plaintiffs join lawsuit against Fidelity on profit-sharing plan

Conflicts of interest 'pretty obvious,' lawyer says but firm says suit lacks merit.

By Darla Mercado
INVESTING MUTUAL FUNDS SEP 11, 2013
Invesco offers a new twist on risk parity

Firm opens Global Markets Strategy to non-accredited investors

By JKEPHART
INVESTING MUTUAL FUNDS SEP 11, 2013
Gundlach goes after Gross on new front

DoubleLine plans enhanced index fund.

By Jason Kephart