Mutual Funds

Displaying 5344 results
INVESTING ETFS AUG 25, 2008
Interview with Bruce Bond

The exchange traded fund world got a little more exciting this year with the introduction of the first truly actively managed ETFs.

By Bloomberg
INVESTING MUTUAL FUNDS AUG 25, 2008
Weathering the storm

Portfolio managers who battened down their hatches for credit market squalls, falling U.S. rates and a sagging greenback led the ranks of fixed-income performers for the 12-month period through June 30, according to Morningstar Inc.'s separate-account/commingled-fund database.

By Bloomberg
INVESTING ETFS AUG 25, 2008
Boom in ETFs seems to have ended

The boom in exchange traded funds appears to have come to an end.

By Bloomberg
INVESTING ETFS AUG 25, 2008
ETF shakeout seen at hand

In the biggest shakeout thus far, 25 exchange traded funds already have closed this year, indicating that this fast-growing sector of the fund industry may be settling down.

By Bloomberg
INVESTING MUTUAL FUNDS AUG 25, 2008
A hot commodity

A generous portion of commodities and no exposure to financial services company stocks was the recipe for success among equity managers for the 12-month period ended June 30, according to Morningstar Inc.'s separate-account/commingled-fund database.

By Bloomberg
INVESTING MUTUAL FUNDS AUG 25, 2008
Managers, advisers divided about weighting insurance

The second quarter hasn't been kind to mutual funds that focus on the life insurance sector.

By Bloomberg
INVESTING ETFS AUG 25, 2008
XShares to revamp HealthShares ETFs

Fifteen HealthShares exchange traded funds will close as part of a reorganization of the 19 HealthShares ETFs.

By Bloomberg
INVESTING MUTUAL FUNDS AUG 25, 2008
Appeal of 130/30 funds swells

The wild popularity of 130/30 funds notwithstanding, recent analysis of the unique long-short strategy suggests that advisers would be wise to check under the hood for a closer look at the portfolio and not just jump in to the latest marketing craze.

By Bloomberg
INVESTING MUTUAL FUNDS AUG 25, 2008
PIMCO boosts fees on share classes

Pacific Investment Management Co. is raising fees as of Oct. 1 on the institutional share classes of several funds.

By Bloomberg
INVESTING ESG AUG 18, 2008
Going green isn't easy, advisers and investors say

There are many shades of green — and there are many varieties of green funds.

By Bloomberg
INVESTING MUTUAL FUNDS AUG 18, 2008
En garde, fund managers

Focus and strategic ability are important skills for a financial industry leader, and Keith Hartstein, president and chief executive of the $54 billion John Hancock Funds of Boston, has found a unique way of honing these talents — by fencing.

By Bloomberg
INVESTING MUTUAL FUNDS AUG 15, 2008
Jittery mutual fund holders redeem $27 billion

The redemptions were triggered by an 8% drop in U.S. stock indexes in June, followed by further deterioration in July.

By Bloomberg
INVESTING ETFS AUG 12, 2008
Curian offers muni-bond ETFs

A tax-exempt strategy that utilizes exchange traded funds investing in municipal bonds has been announced by Curian Capital.

By Bloomberg
INVESTING ETFS AUG 11, 2008
ETF assets down as shares increase

U.S. exchange traded fund assets totaled about $575 billion as of June 30, down 5.4% from the beginning of the year.

By Bloomberg
INVESTING MUTUAL FUNDS AUG 11, 2008
Light at the end of the interest rate tunnel?

The bond market is in for more volatility, but a turnaround could start to emerge in the next six months, according to the head of Invesco Ltd.'s worldwide fixed-income division.

By Bloomberg
INVESTING MUTUAL FUNDS AUG 11, 2008
SEC study: Prospectuses go largely unread

A recently released SEC study provides further evidence that mutual fund prospectuses need fixing.

By Bloomberg
INVESTING MUTUAL FUNDS AUG 11, 2008
Junk funds pique investor interest

Junk bond funds are beginning to look more attractive to investors, even though their returns haven't been impressive.

By Bloomberg
INVESTING LIFE INSURANCE AND ANNUITIES AUG 08, 2008
Principal report focuses on retirement income

The Principal Financial Group has released a white paper that examines the four methods of providing retirees with income.

By Bloomberg
INVESTING ETFS AUG 08, 2008
Socially conscious U.S. bond indexes launched

Indexes apply environmental, social and governance performance factors to a U.S. fixed-income asset class.

By Bloomberg
INVESTING MUTUAL FUNDS AUG 07, 2008
Vanguard reopens two mutual funds

The Vanguard Group reopened the Vanguard Explorer Fund and the Vanguard Health Care Fund to new shareholders.

By Bloomberg