Mutual Funds

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  1. Articles

    Fund expense ratios continue to fall as fund companies get richer

    Flood of money into passively-managed index funds has helped drive average expense ratios down, but there's more to the story.

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    State Street gets the cold shoulder from financial advisers

    Breakfast with Benjamin: State Street gets poor marks from financial advisers, despite dedicated efforts to mend fences and build new relationships.

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    Fidelity revives mutual fund sales

    Fresh off a year that trimmed its $1.3 trillion U.S. mutual fund business, the fund house made up all of those redemptions in the first quarter of 2015, with the help of successful active management strategies in stocks and bonds.

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    Carlyle Group misses the mark with liquid alts

    Breakfast with Benjamin: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.

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    ETF performance by the numbers

    How ETFs are faring compared to mutual funds, which ETF companies are winning (and losing) and which investment categories investors are favoring

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    In Labor Department's fiduciary proposal, a nod to passive investing

    Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.

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    American Funds charges into 2015 with best sales in seven years

    The mutual fund favorite pivots, finds success with financial advisers as investors look outside the U.S. (Don't miss: The first quarter's best and worst mutual fund groups)

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    Fidelity fights back against 'active share'

    Facing outflows in its actively managed funds, the $2 trillion money manager lashes out against a popular measure that more advisers and investors are using to pick funds.

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    Bill Gross' Janus fund draws big bucks as performance picks up

    With another $6.8 million from new investors in March, Janus Global Unconstrained Bond Fund reaches $1.5B in assets.

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    Point-Counterpoint: In the battle between active and passive management, which style wins?

    The answer to which strategy is best will depend on the scenario in question.

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    Liquidity restrictions haunt money-market funds

    As investors hunt for yield and security, money-market fund managers detail their changes.

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    Investors jump into European stocks hoping for another QE ride

    The launch of the Eurozone's quantitative easing program has not been lost on investors who are now pouring money into the European equity markets, as measured by record inflows in March. TrimTabs Investment Research calculated a record $7.8 billion worth of inflows into European-focused equity

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    BlackRock shrinks money market lineup, affecting $200B in assets

    Breakfast with Benjamin: The firm is closing or consolidating 20 money market funds with $200 billion in assets.

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    Three sectors that should report above-average earnings

    In the wake of Friday's disappointing jobs report, it is time for financial advisers to start bracing for what could be the worst earnings season in six years.The consensus estimate is for S&P 500 Index earnings to decline 3% from a year ago, a grim reality that is being weighed down by an energy

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    Redemptions slow at Pimco Total Return as performance improves

    Maintains status as world's biggest bond fund as new managers reverse course set by Gross.