Mutual Funds

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  1. Articles

    Investors facing the dark side of MLP investing

    Poor performance could send the income-generating category back to direct investing, where it belongs.

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    Active fund managers took it on the chin in the third quarter

    Breakfast with Benjamin: The third quarter was not kind to active fund managers, with two-thirds unable to beat their benchmarks.

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    Hedge fund marketers have independent advisers in their sights

    Breakfast with Benjamin: Now that hedge funds have the green light to market their wares, they're zeroing in on independent advisers.

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    Advisers pouring more money into smart beta funds

    Reports find understanding remains scanty and strategies used don't always match goals.

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    Investor redemptions from liquid alts funds throwing regulators a curve ball

    SEC report underscores concern that some funds could have trouble meeting investor withdrawals in times of market stress.

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    Columbia Threadneedle Investments files with the SEC for NextShares and index funds

    Ameriprise Financial's asset management subsidiary signals a desire to significantly expand its presence in the exchange-traded fund market, as well as license Eaton Vance's mutual fund/ETF hybrid structure.

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    MassMutual teams with Envestnet on defined-contribution managed-account service

    Insurer is trying to capitalize on big growth seen among asset-allocation products in the DC market and betting managed accounts become more widely used.

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    Guggenheim's fixed-income shop shaping up to be next bond kingdom

    While most bond fund managers have been walking the tightrope to try and balance the risks and opportunities in an unprecedented interest-rate environment, Guggenheim Partners has been quietly finding ways to rise above the herd.Through Sept. 20, all seven of Guggenheim's actively managed taxable

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    The Fed tosses out another teaser that rates could still be hiked this year

    Breakfast with Benjamin: If you can believe it, Janet Yellen is still teasing the markets with the idea of rate hike this year.

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    Financial advisers get more tools for navigating the liquid alts space

    As stock market volatility continues to tick higher, another player is emerging to help financial advisers navigate the alternative investments space for portfolio diversification.Launched eight months ago and recently upgraded to make it more user-friendly for advisers, the Liquid Alternative

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    It's not too early to start preparing for mutual fund capital gains taxes

    Breakfast with Benjamin: If you thought 2014 was a rough year for mutual fund capital gains taxes, you might want to start adjusting those portfolios to avoid a repeat.

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    SEC seeks to prevent damage from runs on mutual funds, ETFs

    New liquidity rules would require mutual funds and ETFs to develop risk management programs and allow for 'swing pricing.'

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    SEC charges fund manager First Eagle for improper distribution payments

    The firm and its fund distributor will pay $40 million to settle claims in what the SEC says is 'first' in an ongoing series of investigations.

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    Exit fees in times of market stress: A solution in search of a problem

    Allowing mutual funds to flip a switch and turn on exit fees for investors on a moment's notice seems reactionary and short-sighted.

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    DoubleLine's Jeff Gundlach plans new global bond fund

    DoubleLine's Jeffrey Gundlach plans a new global bond fund just as a potential Fed hike could create new risks and opportunities for managers.