Mutual Funds

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  1. Articles

    India's roaring stock market, and funds that track it, get boost from cheap oil

    Single-country funds average 12-month gains of 55% but region can be volatile for investors.

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    Mutual funds to face new rules from SEC on portfolio holdings

    The agency's goal is to ensure funds are liquid enough to meet client redemptions.

  1. Articles

    John Hancock pushes for liquid alts in retirement plans

    Breakfast with Benjamin:Shopping season bodes well for stocks. Plus: John Hancock pushes for liquid alts in retirement plans; being thankful for seasonal market timing; and learning to fly drones for fun and profit

  2. Articles

    How to avoid the unexpected capital gain gift

    Even if an investor didn't sell shares in a fund this year, if a manager took profits or sold to meet redemptions, the investor shares in the tax burden.

  3. Articles

    Upstart platform attracts advisory firms with access to alts and capital

    Trading debt and equity for a distribution relationship may not be right for all advisers.

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    Higher taxes loom for fund investors

    Financial advisers doing end-of-the-year planning for clients must begin the work of reconciling the gains of the U.S. economy and financial markets with mutual fund and ETF capital gains that could increase those clients' tax liabilities.

  5. Articles

    Pimco could withstand losing another $350 billion before asset flow starts to pinch

    Morningstar report says outflows of $300B to $350B in next few years could hit firm's bonus pool, lead to key departures.

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    What the Pimco saga can teach advisers

    Due diligence on funds requires blending performance data with professional judgment

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    Morningstar founder Joe Mansueto still dreams big

    Morningstar wants to become 'ubiquitous' with investors, according to founder Joe Mansueto. Will their new initiatives turn around the firm's declining share prices and profits?

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    Brokers' push to fee-based comp slams higher-cost funds

    Mutual funds with sales charges and distribution fees are on pace for their fifth and possibly largest-ever year of redemptions.

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    New managed volatility funds aim to protect client portfolios from market swings

    Value in managed volatility comes from potentially getting equity-like exposure with similar returns, lower volatility and better downside performance

  10. Articles

    As oil prices fall, investment opportunities emerge

    For most people, the dramatic drop in oil prices over the past few months has been welcomed in the form of cheaper gasoline prices. But for investors, the story is less clear.Beyond the obvious pain felt by energy producers as the price of oil drops closer to a production break-even point, there

  11. Articles

    Robo advice meets alternative investments

    New platform aspires to be an alternatives outsource for financial advisers.

  12. Articles

    Liquid alts' drawback: High cost

    The more alternative products that fund companies offer, the bigger the dilemma facing financial advisers.

  13. Articles

    Largest alternatives funds

    Fund/tickerNet assets ($M)1-year return3-year return5-year returnExpense ratio*MainStay Marketfield I (MFLDX)$16,035.7-6.48%8.95%8.48%1.52%Gateway A (GATEX)$8,181.46.40%7.13%5.37%0.94%AQR Managed Futures Strategy I (AQMIX)$6,377.17.32%3.12%N/A1.23%Pimco Emerging Markets Currency A ...