Mutual Funds

Displaying 5344 results
The 'cult of equity' isn't dying — it's going passive
INVESTING ETFS OCT 02, 2012
The 'cult of equity' isn't dying — it's going passive

While investors have been pulling out of actively managed equity funds for years, the same can't be said for their passive managed counterparts

By JKEPHART
INVESTING MUTUAL FUNDS OCT 01, 2012
Frost takes a shot with natural resources

With global monetary policy setting the stage for devalued currencies and a looming inflationary cycle, last year was apparently a good time for Frost Investment Advisors LLC to take its natural resources strategy to retail class investors.

By Jeff Benjamin
INVESTING MUTUAL FUNDS SEP 30, 2012
Stock market correlation leads to 'closet' indexing

Maybe American Funds Growth Fund of America should be renamed American Funds Index Fund of America. The $115 billion fund, the largest equity mutual fund in the world, is tracking its benchmark more closely than ever before — and it is not alone.

By JKEPHART
INVESTING MUTUAL FUNDS SEP 30, 2012
Why Bruce Berkowitz's bullish AIG stance is paying off

By MFXFeeder
INVESTING MUTUAL FUNDS SEP 30, 2012
Passive target date funds are picking up the pace

By Robert Steyer
INVESTING EQUITIES SEP 30, 2012
Extracting value is suddenly hard

By JKEPHART
J.P. Morgan set to kick down the 401(k) door for ETFs
INVESTING ETFS SEP 27, 2012
J.P. Morgan set to kick down the 401(k) door for ETFs

Company plans to launch a series of target date funds that blend active and passive strategies

By JKEPHART
INVESTING EQUITIES SEP 25, 2012
SSgA skips commodities in new managed-futures fund

Low-volatility offering to invest in equity, fixed-income and currency futures

By JKEPHART
Martha speaks: Vanguard's King skewers iShares fee cuts
INVESTING ETFS SEP 21, 2012
Martha speaks: Vanguard's King skewers iShares fee cuts

Low-cost investing not a 'Johnny-come-lately' strategy for us, she says.

By JKEPHART
INVESTING ETFS SEP 21, 2012
BlackRock gears up for a fee war

By JKEPHART
INsider: Where will Jeffrey Gundlach find his equity stars?
INVESTING MUTUAL FUNDS SEP 21, 2012
INsider: Where will Jeffrey Gundlach find his equity stars?

Stock pickers at ex-employer TCW are on a roll, but many have committed to stay

By JKEPHART
Study: Alt ETFs growing on advisers
INVESTING ALTERNATIVES SEP 21, 2012
Study: Alt ETFs growing on advisers

Advisers plan to increase their use of alternative ETFs at twice the rate of alternative mutual funds over the next two years; overall alternatives use slipping.

By JKEPHART
Heat is on as three fixed-income giants subadvise single small fund
INVESTING MUTUAL FUNDS SEP 21, 2012
Heat is on as three fixed-income giants subadvise single small fund

What happens when Jeffrey Gundlach, Michael Hasenstab and Matthew Eagan all team up to subadvise a single fund? We're about to find out.

By JKEPHART
Former 'King of Bonds' makes bid to regain crown
INVESTING MUTUAL FUNDS SEP 21, 2012
Former 'King of Bonds' makes bid to regain crown

The onetime 'King of Bonds' is making a serious bid to regain the fixed-income crown. How? By courting retail investors — and their advisers

By JKEPHART
INVESTING MUTUAL FUNDS SEP 20, 2012
Abigail Johnson up another rung at Fidelity

Tapped to head fund giant's core businesses

By JKEPHART
INVESTING MUTUAL FUNDS SEP 20, 2012
Fido's marketing of ultrashort-bond fund ends in $375K settlement

Company agrees to pay sum to settle Finra charges it exaggerated credit quality of securities in fund

By DJAMIESON
INVESTING MUTUAL FUNDS SEP 20, 2012
This Islamic mutual fund is a 1-percenter even OWS would love

Following Shariah law — and thus steering clear of bank stocks — the Amana Trust Income Fund has been a stellar performer

By JKEPHART
INVESTING EQUITIES SEP 18, 2012
BlackRock's Doll finds a new home at Nuveen

By JKEPHART
INVESTING MUTUAL FUNDS SEP 18, 2012
INsider: Is Vanguard thinking about life after money funds?

Company said to be considering adding CDs, bank accounts to offerings; potential move not tied to SEC's reform push, exec says

By JKEPHART
INVESTING MUTUAL FUNDS SEP 16, 2012
Time to break up Legg?

By JKEPHART