Mutual Funds

Displaying 5344 results
Stock buyback plans do little for long-term investors
INVESTING EQUITIES APR 05, 2016
Stock buyback plans do little for long-term investors

Corporate execs and activist investors get the biggest bang from repurchase plans.

By Jeff Benjamin
Pimco: Bill Gross warned he'd lose $200M bonus for quitting
INVESTING MUTUAL FUNDS APR 04, 2016
Pimco: Bill Gross warned he'd lose $200M bonus for quitting

Firm responds in suit saying CEO and counsel warned co-founder

By Bloomberg
INVESTING EQUITIES MAR 31, 2016
Strong March performance pushes stock funds positive for first quarter

Even though stock funds scored big gains in March, they're still trailing bonds for 2016.

By John Waggoner
Fidelity offers to help employees pay off student loans
INVESTING MUTUAL FUNDS MAR 30, 2016
Fidelity offers to help employees pay off student loans

Securities powerhouse will pay up to $10,000 in principal payments over five years, or $2,000 a year.

By John Waggoner
INVESTING MUTUAL FUNDS MAR 29, 2016
Little-known Peru ETF on top of the world, thanks to gold

The iShares MSCI All Peru Capped ETF (EPU) is up 30% on the year, making it the best-performing single country ETF of all 196 such funds in existence

By Bloomberg
American Funds says low fees, manager ownership can save actively managed funds
INVESTING ETFS MAR 29, 2016
American Funds says low fees, manager ownership can save actively managed funds

Top money manager finds two key elements that can help identify which funds are more likely to beat their benchmarks.

By Jeff Benjamin
Vanguard raises some expense ratios
INVESTING EQUITIES MAR 29, 2016
Vanguard raises some expense ratios

One of the lowest-cost fund companies gets into a war of words with an analyst over how it calculates expense ratios.

By John Waggoner
INVESTING MUTUAL FUNDS MAR 28, 2016
Broker-dealer to pay $225,000 for mutual fund sales violations

PNC Investments didn't waive sales charges in some funds, and didn't have adequate supervisory procedures in place to catch the lapses, Finra said.

By Greg Iacurci
INVESTING ETFS MAR 28, 2016
When it comes to ETFs, the rule is the bigger the better

<i>Breakfast with Benjamin</i> Larger funds tend to be cheaper, more liquid and better constructed.

By Jeff Benjamin
Low expenses the biggest trend in the fund industry, experts say
INVESTING EQUITIES MAR 28, 2016
Low expenses the biggest trend in the fund industry, experts say

Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.

By John Waggoner
INVESTING RETIREMENT PLANNING MAR 27, 2016
Charles Schwab fires latest salvo in low-cost TDF war

The firm's new target-date mutual funds beat out Fidelity and Vanguard funds in price by two basis points.

By Greg Iacurci
INVESTING RETIREMENT PLANNING MAR 27, 2016
Vanguard extends target-date fund dominance

The firm's position as the top TDF provider strengthened against No. 2 Fidelity Investments, which actually had net outflows for this category last year.

By Greg Iacurci
INVESTING EQUITIES MAR 27, 2016
Identifying the best active funds

Finding funds likely to beat their benchmarks remains the challenge, and where financial advisers can earn their keep

By MFXFeeder
SEC derivatives rule could limit investors' ability to diversify portfolios, critics say
INVESTING ALTERNATIVES MAR 24, 2016
SEC derivatives rule could limit investors' ability to diversify portfolios, critics say

The comment period for the rule, which was introduced in December, closed on Monday.

By Mark Schoeff Jr.
INVESTING EQUITIES MAR 24, 2016
The Fed wants the markets to stop watching the Fed so much

<i>Breakfast with Benjamin</i> The Fed says the markets are too obsessed with too much information.

By Jeff Benjamin
Transamerica teams with BlackRock to offer smart-beta ETFs in variable annuity portfolios
INVESTING ALTERNATIVES MAR 23, 2016
Transamerica teams with BlackRock to offer smart-beta ETFs in variable annuity portfolios

Offerings meant to help counter a trend toward passive index strategies.

By Bloomberg
INVESTING EQUITIES MAR 22, 2016
The full list of 2016 Lipper Fund Awards winners

An interactive list of all the funds to be honored, across all years of return and categories

By Ellie Zhu
Over-sized Fidelity, Vanguard funds raise concerns about being too big to stay competitive
INVESTING EQUITIES MAR 22, 2016
Over-sized Fidelity, Vanguard funds raise concerns about being too big to stay competitive

<i>Breakfast with Benjamin</i> A couple of Vanguard and Fidelity mutual funds raise questions about when it is time to close a fund to new investors.

By Jeff Benjamin
Goldman to turn its hedge fund research into an ETF
INVESTING MUTUAL FUNDS MAR 22, 2016
Goldman to turn its hedge fund research into an ETF

A new frontier for ETFs?

By Bloomberg
Think your stock fund is risky? Try these ETFs
INVESTING ALTERNATIVES MAR 21, 2016
Think your stock fund is risky? Try these ETFs

Exchange-traded funds have achieved a new feat, producing dozens of funds that are riskier than the most volatile individual stocks in the Standard and Poor's 500 stock index.

By John Waggoner