Mutual Funds

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  1. Articles

    Jeffrey Gundlach is riding out the Greek storm in Treasuries

    Breakfast with Benjamin: Jeffrey Gundlach has been bracing for trouble in Greece and Puerto Rico by loading up on Treasuries and Ginnie Maes.

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    The mutual fund marketplace is broken. Time to fix it.

    Many share classes exist only to hide fees paid by mutual funds to brokers in exchange for feeding them business

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    Custodians' payments to RIAs for fund picks raise eyebrows

    Registered investment advisers like to promote themselves as being on the side of investors, but a growing number are quietly accepting money from custodians in exchange for recommending certain mutual funds — usually funds that are more expensive for investors. The payment is made to advisers as a

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    Investors in unconstrained bond funds capturing less than half of returns: Morningstar

    Advisers need to provide better guidance so that clients get into — and out of — nontraditional bond funds at the right times.

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    Oakmark's Bill Nygren: Investors penalize 'shareholder-unfriendly' CEOs too much

    Top portfolio manager takes another perspective on an issue that BlackRock's Fink and other corporate critics have championed.

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    Morningstar unveils active vs. passive performance comparison tool

    At its annual conference, Morningstar rolls out the Active/Passive Barometer, a tool that compares the performance of actively managed mutual funds net of fees to comparable passive products.

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    Pimco's Income Fund becomes the firm's new star

    Breakfast with Benjamin: Pimco's Income Fund (PIMIX) is shining bright under Dan Ivascyn, raising the question: Bill Gross who?

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    Abandoning alternative investments at this point is based on twisted logic

    Just because your house hasn't burned down yet doesn't mean you can skip insurance.

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    Vanguard money markets still a buck, but with potential for gates, fees

    Largest mutual fund company announces its response to reforms intended to prevent a run.

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    SEC member Stein calls for scrutiny of alternative mutual funds and ETFs

    Kara Stein says mutual funds and ETFs that use complex, illiquid strategies 'operate in a gray area.'

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    In latest test, active managers outperform bond indexes

    After a disappointing 2014, intermediate-term bond managers have found their footing.

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    Merrill Lynch adds social impact portfolios to platform

    Client demand leads wirehouse to create multi-asset vehicles that reflect investors' values

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    The best- and worst-performing equity mutual funds

    Large-Cap Growth Top 10Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*Shelton NASDAQ-100 Index Fund Direct (NASDX)$226.221.96%23.99%20.35%0.49%Columbia Large Cap Growth Fund Z (GEGTX)$3,373.121.94%22.91%17.65%0.89%Janus Forty Fund S

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    Asset managers are harvesting data to help them market mutual funds better

    World's largest asset management firms have quietly launched an arms race to collect, analyze and exploit data about advisers. (Plus: Our full Spotlight on Mutual Funds special report)

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    Equity and fixed income mutual fund index returns by the numbers

    Returns on some widely used U.S. and global bond indexes slipped into negative territory this year, while the long rally in U.S. stocks slowed. Investors who diversified abroad were able to harvest some excess returns, particularly in China and Japan. Investors who turned to higher-yielding bond ...