Mutual Funds

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  1. Articles

    More advisers are turning to donor-advised funds

    Popularity is rising among philanthropically inclined investors hoping to offset capital gains taxes.

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    Janus sees Gross as a 'game changer'

    After years of redemptions and on its third CEO, Denver investment company is giving the ball to the Bond King.

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    Restored Cuba relations will lead to travel, cigars, not investment opportunities

    Even if Cuba's economy doubled, it still wouldn't be 'big enough to move the needle for the U.S.'

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    Alternatives offer money managers a profitable lifeline

    Low-cost index funds capturing 25% of new assets but drive just 5% of revenue.

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    Powerful Wells Fargo division takes over firm's wealth management research functions

    New unit will influence product selections for 15,000 advisers managing $1.6 trillion in assets.

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    Are ETFs really cheaper than mutual funds?

    New report from Morningstar casts doubt on the relative cost advantages of popular exchange-traded funds. And there is, of course, the Vanguard effect.

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    China share ETF suffers record drop amid new debt curbs

    Largest U.S. exchange-traded fund that tracks mainland Chinese stocks sank more than 7% after policy makers tightened curbs on the local debt market, fueling a rout across asset classes.

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    SEC settlement ends saga for former Ameriprise exec who aided SAC Capital insider case

    A former Ameriprise Financial Inc. money manager who pleaded guilty to securities fraud must pay $390,103, a figure roughly equal to the gains regulators said her funds earned based on an insider tip about Yahoo.Law enforcement officials said Reema D. Shah, a tech-stock picker for Ameriprise

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    It's not too early to start worrying about a spike in oil prices

    Tuesday's Breakfast with Benjamin features a warning over it not being too early to worry about a jump in oil prices. Plus, Vanguard ramps up its financial advice offerings, the pain of diverging global economies in 2015, and John Paulson's painful comeback effort.

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    The top 25 socially conscious funds

    Fund1-year return3-year return5-year returnPortfolio net assets ($M)Expense ratio*Praxis Growth Index Fund I (MMDEX)20.02%21.11%16.20%$164.70.47%Parnassus Endeavor Fund (PARWX)19.10%22.67%16.13%$650.90.95%Vanguard FTSE Social Index Fund Investor (VFTSX)18.93%22.30%16.23%$1,304.70.28%Steward Large

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    Investors move to Janus as new Gross-run fund adds $769 million

    Janus Global Unconstrained Bond Fund reports assets of $1.21B; fund returned 0.38% in November, beating 85% of peers.

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    UBS renews push to increase advisers' hedge fund use

    The wirehouse plans tools to explain the risks and benefits of hedge fund strategies to advisers whose allocations have been low.

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    Political bickering aside, the health care sector is a healthy investment

    The seemingly endless political bickering over health care reform has not dampened investor enthusiasm for the sector, which is leading all stock categories this year, up 24%. “Health care has been kicking tush, and most of my clients want more of it in their portfolios,” said Theodore Feight,

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    Unconstrained bond funds disappoint

    Unconstrained bond funds have showed disappointing returns this year; 1.7% year-to-date compared with 5.6% for its benchmark.

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    DoubleLine's Jeffrey Gundlach thinks the dollar will keep getting stronger

    On Friday's Breakfast with Benjamin, Jeffrey Gundlach calls for more of the dollar's rally. Plus: Warren Buffett places an early bet on Hillary Clinton in 2016, bond manager urges maximum flexibility, and Robert Shiller picks stocks over houses.