Mutual Funds

Displaying 5344 results
INVESTING ETFS OCT 08, 2010
ETF providers want to curb market orders

ETF providers are lobbying for tighter restrictions on market orders as regulators consider additional rules to avert another “flash crash.”

By Jessica Toonkel
INVESTING MUTUAL FUNDS OCT 07, 2010
Accounting proposal will smack actively managed funds, critics say

Bookkeeping change seen raising expense ratios for AMFs, tilting field in favor of index funds

By Jessica Toonkel
'Triumph of indexing' as Vanguard unseats Fidelity
INVESTING MUTUAL FUNDS OCT 07, 2010
'Triumph of indexing' as Vanguard unseats Fidelity

It's taken time, but John Bogle's Vanguard has finally surpassed Fidelity as the largest mutual fund company by assets. The question: are low fees enough to offset middling performance?

By Bloomberg
Vanguard takes on State Street with new S&P 500 ETF
INVESTING ETFS OCT 07, 2010
Vanguard takes on State Street with new S&P 500 ETF

Fund firm introduces nine exchange-traded funds; SPDR.500 will be tough to squash

By Jessica Toonkel
INVESTING MUTUAL FUNDS OCT 06, 2010
Morningstar: SEC's 12(b)-1 fee proposal 'will do no good'

Researcher calls for clear labeling of fund expenses rather than cap on marketing and service charge

By Bloomberg
INVESTING ALTERNATIVES OCT 06, 2010
Time to look at alternative mutual funds

If nothing else, the carnage of the past few years has served as a stark reminder of the value of portfolio diversification.

By Jeff Benjamin
INVESTING MUTUAL FUNDS OCT 05, 2010
Hennessy versus Bogle in fund-fee spat

John Bogle should spend more time focusing on financial-services reform and less time pointing the finger at mutual fund managers if he wants to address rising fund costs, says Neil Hennessy, president and chief executive of Hennessy Advisors Inc.

By Jessica Toonkel
INVESTING EMERGING MARKETS OCT 05, 2010
Time's right for riskier global bonds, says Hartford's Portera

Strong global economic growth "is usually a good recipe for riskier assets."

By Jeff Benjamin
Target date funds add alternatives to combat inflation
INVESTING ALTERNATIVES OCT 04, 2010
Target date funds add alternatives to combat inflation

In an effort to guard against the rising threat of inflation, several target date fund providers have added alternative asset classes to their portfolios.

By Darla Mercado
INVESTING MUTUAL FUNDS OCT 04, 2010
"Policy shock' looms ahead, Gundlach warns

By Bloomberg
INVESTING MUTUAL FUNDS OCT 03, 2010
Investors turn to advisers for records related to market-timing scandals

By Jessica Toonkel
INVESTING MUTUAL FUNDS OCT 01, 2010
Loomis Sayles rolls out all-weather real return fund

Loomis Sayles & Co. has launched a multisector bond fund aimed at advisers who want a way to protect their clients against inflation, deflation and stagflation.

By Jessica Toonkel
INVESTING FINTECH OCT 01, 2010
Pricing improvements? Taking the pulse of the internet space

In February, S&P Equity Analyst Scott Kessler raised his fundamental outlook on the internet software & services industry to positive from neutral, reflecting what he views as a stabilized global economy that would contribute to more overall advertising spending, an increasing percentage of related budgets being committed to the Internet (versus so-called traditional media), and pricing for associated online offerings that is showing signs of improvement

By Standard and Poor's
INVESTING ETFS OCT 01, 2010
ETF providers consider curbing market orders

A prohibition on market orders for exchange-traded funds would help prevent another “flash crash,” ETF providers told attendees at an industry gathering in New York this morning.

By Bloomberg
INVESTING RETIREMENT PLANNING SEP 30, 2010
Money funds may prove a tough sell for clients of SSgA stable-value funds

By Douglas Appell
INVESTING ETFS SEP 30, 2010
SSgA launches first international-corporate-bond ETF

The SPDR Barclays Capital International Corporate Bond ETF Ticker:(IBND) began trading on the New York Stock Exchange Arca today.

By Jessica Toonkel Marquez
INVESTING MUTUAL FUNDS SEP 29, 2010
Bond stampede turning mutual fund world on its head

By Bloomberg
SEC looking into advisers' sales of model ETF portfolios
INVESTING ETFS SEP 28, 2010
SEC looking into advisers' sales of model ETF portfolios

The Securities and Exchange Commission is examining the burgeoning business of financial advisers' selling model portfolios of exchange-traded funds.

By Jessica Toonkel
INVESTING MUTUAL FUNDS SEP 27, 2010
Hodges Capital boss blasts re-categorization by Morningstar: 'They have never liked us'

Chairman of Hodges Capital Management contends that change in fund's category cost firm $83 million in outflows

By Bloomberg
INVESTING MUTUAL FUNDS SEP 27, 2010
Biggest 12(b)-1 reform losers? These three firms

AllianceBernstein Holding LP, Franklin Resources Inc. and Waddell & Reed Financial Inc. are the three publicly traded mutual fund companies with the most at stake pending the SEC's 12(b)-1 reform.

By Jessica Toonkel