Mutual Funds

Displaying 5344 results
INVESTING MUTUAL FUNDS JUN 29, 2011
New dawn for Morningstar? Different ratings system due

By Jeff Benjamin
INVESTING MUTUAL FUNDS JUN 27, 2011
James B. Miles: Investors served well by his team's continuity

Few people would expect the newspaper industry to yield successful stock picks, but fund manager James B. Miles sniffed out a strong value find when he added Valassis Communications Inc. to his portfolio

By Darla Mercado
INVESTING MUTUAL FUNDS JUN 26, 2011
Telecom is connecting with fund managers

Mutual fund managers are buying telecommunications stocks, many of them for the first time in years, as the sector emerges as a bright spot in an otherwise lackluster market

By Jessica Toonkel
INVESTING MUTUAL FUNDS JUN 26, 2011
New Fidelity funds meld target date portfolios, muni bonds

Fidelity Investments is marrying the concepts of target date portfolios and municipal-bond investing

By Jessica Toonkel
INVESTING MUTUAL FUNDS JUN 24, 2011
Moody's wins praise for its tougher money fund ratings – but loses clients

Report indicates nearly 50 have bolted since firm has zeroed in on stability, liquidity of fund firms

By Jeff Benjamin
INVESTING MUTUAL FUNDS JUN 24, 2011
Regulators eyeing changes to money funds

Money market funds are front and center in Washington again, just 16 months after regulators tightened rules on the $2.7 trillion industry

By Liz Skinner
INVESTING LIFE INSURANCE AND ANNUITIES JUN 24, 2011
Gender split on target funds

Female retirement plan participants appear to display a greater inclination to place assets in target date funds than in target risk funds

By Darla Mercado
INVESTING MUTUAL FUNDS JUN 23, 2011
Portfolio managers should eat their own cooking

If a mutual fund manager won't invest in a fund that he or she is managing, why should anyone else?

By MFXFeeder
INVESTING MUTUAL FUNDS JUN 19, 2011
Supreme Court blocks Janus market-timing lawsuit

In a much-awaited decision, the Supreme Court last week ruled in favor of the mutual fund industry in a case involving a company's responsibility for statements made in prospectuses, eliciting a huge sigh of relief from fund companies, broker-dealers and others involved in selling mutual funds

By Jessica Toonkel
INVESTING MUTUAL FUNDS JUN 16, 2011
William Bannick: Small-caps produced big returns in recovery

By Bruce Kelly
New dawn for Morningstar? Firm launching different ratings system
INVESTING MUTUAL FUNDS JUN 15, 2011
New dawn for Morningstar? Firm launching different ratings system

The influential firm plans to launch a different ratings system, one that will be forward-looking. And get this: only 20% of funds are likely to get a positive score under the new system.

By Jeff Benjamin
INVESTING MUTUAL FUNDS JUN 14, 2011
Still too much cycle in life cycle funds, study finds

Putnam Institute says excessive exposure to stock market gyrations bigger threat to new retirees than inflation or longevity risk

By Lavonne Kuykendall
INVESTING ETFS JUN 14, 2011
Larry Fink's plan for winning over advisers

If “big,” “strong” and “mysterious” are the attributes you want for a financial brand, you can't pick a better name than BlackRock Inc.

By Jessica Toonkel
INVESTING MUTUAL FUNDS JUN 14, 2011
GAO lifts hood on target date funds - and finds big problems

The Government Accountability Office has recommended several major changes to the use of target date funds in 401(k) plans after finding that investments in funds with similar end dates vary wildly

By Andrew Osterland
ProShare launches first 130/30 ETF
INVESTING ALTERNATIVES JUN 14, 2011
ProShare launches first 130/30 ETF

ProShare Advisors of Bethesda, Md., today announced the introduction of the first exchange traded fund to follow a 130/30 investment strategy.

By David Hoffman
INVESTING ETFS JUN 14, 2011
130/30 ProShares ETF planned

ProShare Advisors is planning to roll out what could be the first exchange traded fund to follow a 130/30 investment strategy.

By Bloomberg
INVESTING MUTUAL FUNDS JUN 12, 2011
Howard Stein, former Dreyfus chairman and CEO, dies at 84

Howard Stein, who succeeded Jack Dreyfus at the helm of the Dreyfus mutual-fund company and helped turn a generation of Americans into investors, has died. He was 84.

By Mark Bruno
INVESTING MUTUAL FUNDS JUN 12, 2011
In picking funds, it pays to dig deep

By Jeff Benjamin
BlackRock's break from BofA a big boost for its retail fund biz
INVESTING MUTUAL FUNDS JUN 10, 2011
BlackRock's break from BofA a big boost for its retail fund biz

Asset manager's repurchasing of remaining stake held by bank opens door to other third-party wirehouse platforms; 'no longer owned by a competitor'

By Jessica Toonkel
Russell launches first six in ETF blitz
INVESTING ETFS JUN 09, 2011
Russell launches first six in ETF blitz

Firm hopes to have 30 to 50 passive and active offerings on the market by the end of 2012

By Jessica Toonkel