Mutual Funds

Displaying 5344 results
INVESTING MUTUAL FUNDS JUN 03, 2008
Direxion launches Dollar Bull fund

Dollar Bull 2.5x Fund seeks daily investment results, before fees and expenses, of 250% of the performance of the U.S. Dollar Index.

By Bloomberg
INVESTING ETFS JUN 03, 2008
Gold Trust ETFs strengthen SEC, CFTC bond

The SEC approved trading in options on the Gold Trust shares and the CFTC approved trading in futures on them.

By Bloomberg
INVESTING MUTUAL FUNDS JUN 03, 2008
Pershing adds array of funds

The firm had added American Funds, JennisonDryden, OppenheimerFunds Inc. and Van Eck Global to its mutual fund platform.

By Bloomberg
INVESTING MUTUAL FUNDS JUN 02, 2008
Advisers cautious about Latin America

After five years when investing in Latin America was virtually a sure thing, some industry experts are beginning to caution that the good times may be coming to an end.

By David Hoffman
INVESTING MUTUAL FUNDS JUN 02, 2008
A fund with shock absorbers

The theory behind the Dunham Appreciation & Income Fund (DNAIX) is that by allocating half the portfolio to convertible bonds and preferred stocks and the other half to common stock, investors will experience a smoother long-term ride.

By Bloomberg
INVESTING LIFE INSURANCE AND ANNUITIES JUN 02, 2008
Retirement income products just can't get adviser love

Like Goldilocks, financial advisers can't seem to find many new retirement income products that are "just right."

By Bloomberg
INVESTING MUTUAL FUNDS JUN 02, 2008
Industry executives tee off to fight cancer

More than 400 executives from 50 mutual fund and financial services companies are expected to raise $650,000 June 12 at the 14th annual Expect Miracles Golf Classic, sponsored by Mutual Funds Against Cancer.

By Bloomberg
INVESTING MUTUAL FUNDS JUN 02, 2008
Excessive-fee case may head to Supreme Court

A recent court ruling makes it harder for investors who want to sue mutual fund advisers over "excessive fees," but the case may be headed to the U.S. Supreme Court.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 28, 2008
Fund sales move toward fee-based biz

A study found that about 60% of new fund sales through intermediaries last year didn’t have front-end sales loads.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 28, 2008
Stock and bond funds net $24.7 of inflows in April

International/global funds led the way with net inflows of $12.7 billion, followed by corporate funds with $7 billion.

By Bloomberg
INVESTING ETFS MAY 26, 2008
Three ETF-of-ETFs are launched

Creating what may be a new product category, Invesco PowerShares Capital Management LLC has launched three exchange traded funds that invest solely in other ETFs.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 26, 2008
Reopening of small-cap funds draws financial adviser interest

A large number of small-cap funds have reopened in recent months and are drawing the attention of financial advisers.

By Bloomberg
INVESTING ETFS MAY 26, 2008
Russia tempts advisers with equity choices

Russia's eight-plus-year economic expansion has spread into parts of the country's consumer and retail sectors, presenting a potentially new angle for participation among financial advisers and their clients.

By Bloomberg
INVESTING ETFS MAY 26, 2008
Training offered for new exchange traded products

Faced with waves of new exchange traded products, financial advisers are at a loss as to how best to put them to work, a dilemma that is leading product providers to offer more robust educational services.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 26, 2008
Fund is managed without human emotion

If you called Daniel Sido's approach to money management robotic, he probably wouldn't mind.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 20, 2008
SSgA launches emerging-markets ETF

State Street unit launched the SPDR S&P Emerging Markets Small Cap ETF on the New York-based American Stock Exchange.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 20, 2008
Fido fund to focus on international markets

Fidelity Investments of Boston today launched a new international equity fund which involves multiple emerging markets.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 19, 2008
Board chairmen, independent directors band together

To preserve their watchdog role and face down calls for change, independent mutual fund board chairmen and lead independent directors are banding together.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 19, 2008
Oppenheimer reopens value fund

A rough start to the year has become a kind of backhanded blessing to the Oppenheimer Small & Mid Cap Value Fund (QVSCX).

By Bloomberg
INVESTING MUTUAL FUNDS MAY 19, 2008
12(b)-1 fee fix plan gets mixed reaction

The mutual fund industry should consider itself lucky if, as expected, the SEC this summer recommends placing a cap on 12(b)-1 fees some investor now pay annually via "level loads," industry experts said.

By Bloomberg