Mutual Funds

Displaying 5344 results
Putting ETF liquidity concerns in perspective
INVESTING EQUITIES FEB 18, 2016
Putting ETF liquidity concerns in perspective

<i>Breakfast with Benjamin</i> The lessons that were learned from the August 24th flash crash.

By Jeff Benjamin
Some funds are just plain contrary
INVESTING MUTUAL FUNDS FEB 17, 2016
Some funds are just plain contrary

You may think you're a contrarian &amp;mdash; a fearless thinker who goes against the herd on the Street. But it's much harder being one than you might think. At least, that's the message from the few stock funds that carry the word &#8220;contrarian&#8221; in their names.

By John Waggoner
Bank stocks bounce hard
INVESTING MUTUAL FUNDS FEB 16, 2016
Bank stocks bounce hard

Financial stocks were the one of the hottest areas in late 2015, and most advisers believed the trend would carry well into the new year. So what went wrong this year?

By John Waggoner
INVESTING RETIREMENT PLANNING FEB 11, 2016
World's best REIT hands Fortress 700% gain on Japan bets after tsunami

Fortress says infrastructure in Japan among bright spots of Abenomics

By Bloomberg
INVESTING EQUITIES FEB 11, 2016
Madoff gives two thumbs down to the miniseries about his crimes

<i>Breakfast with Benjamin</i> Bernie Madoff is not happy with the way he was portrayed in the ABC miniseries about the Ponzi scheme he ran.

By Jeff Benjamin
U.S. stocks rise amid post-holiday catch-up
INVESTING MUTUAL FUNDS FEB 11, 2016
U.S. stocks rise amid post-holiday catch-up

U.S. stocks rose as trading resumed after a holiday, catching up with gains in global equities Monday while weakness in crude oil tempered an early advance.

By Bloomberg
U.S. stocks halt 5-day slide amid oil rally
INVESTING MUTUAL FUNDS FEB 10, 2016
U.S. stocks halt 5-day slide amid oil rally

U.S. stocks halted a five-day slide that dragged global equities into a bear market, as oil rebounded from a 12-year low and bank shares surged.

By Bloomberg
INVESTING EQUITIES FEB 10, 2016
Stock buyback programs become the next best hope for stocks

<i>Breakfast with Benjamin</i> U.S. companies are becoming the biggest buyers of stock, which isn't exactly how it's supposed to work.

By Jeff Benjamin
What is keeping fund investors surprisingly calm?
INVESTING MUTUAL FUNDS FEB 10, 2016
What is keeping fund investors surprisingly calm?

The Standard and Poor's 500 stock index is down 9.15% this year, but mutual fund investors aren't fleeing &amp;mdash; and that may be because of financial advisers.

By John Waggoner
INVESTING MUTUAL FUNDS FEB 07, 2016
Edward Jones' success may lead to trouble

With regulators cracking heads over sales of proprietary products, could the overwhelming success of Edward Jones' Bridge Builder program be a problem?

By Bruce Kelly
INVESTING EQUITIES FEB 03, 2016
Survey: African-American investors optimistic

African-Americans are more bullish on the stock market than they have ever been, but still feeling sting from the U.S. real estate crash.

By John Waggoner
ETF launches test the limits of creativity and logic
INVESTING EQUITIES FEB 03, 2016
ETF launches test the limits of creativity and logic

If there's a will, there's a way to package it into an ETF.

By Jeff Benjamin
Muni bond funds providing shelter from global market mayhem
INVESTING MUTUAL FUNDS FEB 01, 2016
Muni bond funds providing shelter from global market mayhem

Municipal bond funds have remained relatively non-correlated to the turbulence infecting virtually every other investment category.

By Jeff Benjamin
Fine-tuning the emerging markets
INVESTING EQUITIES FEB 01, 2016
Fine-tuning the emerging markets

Fund industry pushes more specialized access, strategies for an eventual turnaround in emerging markets.

By Jeff Benjamin
INVESTING EQUITIES JAN 25, 2016
Smart-beta strategies can help today's investors, but they're not all created equal

Advisers have to explain smart-beta funds' features and potential benefits to clients to ensure they philosophically align.

By Rick Genoni
Legg Mason joins the smart-beta ETF space, without calling it that
INVESTING EQUITIES JAN 25, 2016
Legg Mason joins the smart-beta ETF space, without calling it that

The firm joins Goldman, JP Morgan and John Hancock by jumping into the ETF space with passive strategies based on proprietary quantitative research.

By Jeff Benjamin
Loomis Sayles is bullish on junk debt
INVESTING MUTUAL FUNDS JAN 22, 2016
Loomis Sayles is bullish on junk debt

Bond shop betting on an oil-price recovery.

By Jeff Benjamin
SEC warning could lower mutual fund fees paid to brokers
INVESTING PRACTICE MANAGEMENT JAN 22, 2016
SEC warning could lower mutual fund fees paid to brokers

The agency issued guidance to directors saying they should install a process to evaluate whether administrative fees are being used to encourage distribution.

By Mark Schoeff Jr.
Emerging markets now in bear territory
INVESTING EMERGING MARKETS JAN 19, 2016
Emerging markets now in bear territory

Emerging markets funds are in a bear market. If you've put your clients in such a fund, the thing to do is keep your expenses low and explain your strategy carefully to clients.

By John Waggoner
Goldman Sachs benches its BRIC strategy
INVESTING EQUITIES JAN 14, 2016
Goldman Sachs benches its BRIC strategy

<i>Breakfast with Benjamin</i>: Brazil, Russia, India and China assets are down 88% since their 2010 peak.

By Jeff Benjamin