Mutual Funds

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INVESTING MUTUAL FUNDS JUL 19, 2009
Fund liquidations, mergers on rise

The market's decline is taking its toll on mutual funds.

By Sue Asci
INVESTING ETFS JUL 19, 2009
Exchange traded products for commodities take hit

The reputation of exchange traded products that give investors access to commodities took a hit this month when one of the largest exchange traded commodities pools — the $3.61 billion U.S. Natural Gas Fund LP (UNG) — was forced to stop issuing new shares.

By David Hoffman
INVESTING RETIREMENT PLANNING JUL 19, 2009
Compensation: SEC mandate called too broad

Financial advisers are troubled by an administration proposal that would allow the Securities and Exchange Commission to ban commissions and take other sweeping actions regarding their fees.

By Sara Hansard
INVESTING ETFS JUL 19, 2009
Natural gas seen as too cheap to ignore

On paper, the case for investing in natural gas is straightforward: It is a clean, largely domestic fuel now selling at 74% below its peak price of a year ago.

By Jeff Benjamin
INVESTING ETFS JUL 17, 2009
Schwab's offering of nine new ETFs may be 'late to the game'

Charles Schwab Investment Management Inc. has filed papers with the Securities and Exchange Commission to offer nine exchange traded funds.

By David Hoffman
INVESTING MUTUAL FUNDS JUL 17, 2009
SEC chairman backs bill to let B-Ds compete on mutual fund sale commissions

Securities and Exchange Commission Chairman Mary Schapiro has called on Congress to allow broker-dealers to compete on commissions they charge when they sell mutual fund shares.

By Sara Hansard
INVESTING MUTUAL FUNDS JUL 14, 2009
Investors stampede, cautiously, back into mutual funds

Investors returned to mutual funds en masse during the second quarter, but appear to be proceeding with caution when it comes to riskier funds, according to a new report from Strategic Insight Mutual Fund Research and Consulting LLC.

By Mark Bruno
INVESTING MUTUAL FUNDS JUL 14, 2009
Stock rally lifts target date funds, but they still lag year-over-year

The stock rally that begin in March boosted target date funds to an average return of 15.5% in the second quarter, ending a dismal string of six negative consecutive quarters, according to a report released today.

By Lisa Shidler
INVESTING MUTUAL FUNDS JUL 14, 2009
Investors return to mutual funds in 2nd quarter

Investors shook off some of their caution in this year's second quarter amid a rising market, shifting the largest amount into stock and bond mutual funds in more than two years, a fund industry consultant reported today.

By Bloomberg
INVESTING ETFS JUL 12, 2009
Finra's ETF notice angers ICI, firms

By David Hoffman
INVESTING ALTERNATIVES JUL 10, 2009
Hatteras Funds to acquire Alternative Investment Partners

Hatteras Funds has entered into an agreement to acquire Alternative Investment Partners LLC, which manages the AIP Mutual Funds.

By David Hoffman
INVESTING RETIREMENT PLANNING JUL 07, 2009
Target date funds increasingly featured in 403(b) plans, survey says

Non-profit organizations are embracing target date funds and a majority of 403(b) plan sponsors have begun offering these funds in their plans, a study released today showed.

By Lisa Shidler
INVESTING MUTUAL FUNDS JUL 06, 2009
Fund launches slow; caution is watchword for investors

While new mutual fund launches are lagging last year's total, fund firms continue to introduce new products, even in the down market.

By Sue Asci
INVESTING MUTUAL FUNDS JUL 01, 2009
Lord Abbett revamps large-cap funds in bid to raise profile

In a move to increase awareness of its large-cap mutual funds, Lord Abbett & Co. LLC announced today it has changed the names of four of its large-cap offerings and lowered the expense ratio on one of them.

By Sue Asci
INVESTING MUTUAL FUNDS JUN 28, 2009
Securing the next generation of life cycle funds

Target date life cycle funds, one of the most successful investment innovations of the past generation, have come under intense scrutiny — from Congress, regulators and the media.

By Jeffrey Knight and Jeffrey Carney
INVESTING MUTUAL FUNDS JUN 28, 2009
Target date funds seen as a question of how rather than if

Target date funds are ripe for regulation — a conclusion made abundantly clear at a joint Department of Labor and Securities and Exchange Commission hearing this month dissecting these popular retirement funds.

By Mark Bruno
INVESTING MUTUAL FUNDS JUN 25, 2009
Federated, GML Capital to develop trade-finance investments

Federated Investors Inc. entered into a partnership with a London-based specialty asset management firm to bring global-trade-finance investments to its clients in the United States.

By Bloomberg
INVESTING ETFS JUN 24, 2009
Russell Investments unveils Shariah-compliant indexes

Russell Investments today signed an agreement with Jadwa Investments of Riyadh, Saudi Arabia, to launch the Russell-Jadwa Indexes.

By Sue Asci
INVESTING MUTUAL FUNDS JUN 24, 2009
SEC to change regulations to prevent runs on money market funds

The Securities and Exchange Commission today voted unanimously to propose rule changes for the $3.8 trillion money market mutual fund industry — including new liquidity requirements to prevent runs on such funds.

By Sue Asci
INVESTING MUTUAL FUNDS JUN 24, 2009
Stock, bond funds had inflows of $55.5B in May

Stock and bond mutual funds had net inflows of $55.5 billion in May, according to a report released today by Financial Research Corp. of Boston.

By Sue Asci