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Mutual Funds

  • Millionaire Managers Who Invest in Their Own Funds @ Kiplinger - 1 hour 56 minutes ago

    The managers of these five great low-cost funds have at least $1 million of their own cash in them.

  • Why We Should Expect More From Mutual Fund Directors @ Morningstar - Wed, Mar 4, 2015 1:00 AM EST

    The 401(k) lesson.

  • 5 Funds That Earn Medals and Deliver Ample Payouts @ Morningstar - Mon, Mar 2, 2015 7:00 AM EST

    These funds offer more than simply yield.

  • Vanguard tops survey with $291bn in new business @ Financial Times - Sun, Mar 1, 2015 9:11 AM EST

    Vanguard was the world's most popular investment group last year as it attracted more new business than any other asset manager in the $29tn global mutual fund industry. In contrast, Pimco languished at ...

  • Investors Should Check Out T.Rowe's EM Bond Fund: S&P @ - Fri, Feb 27, 2015 12:09 PM EST

    S&P Capital IQ named the T. Rowe Price Emerging Markets Bond Fund (PREMX) its focus mustual fund of the month for March, saying that the fund “stands out for its performance analytics and cost factors.” In a note out today, S&P’s Todd Rosenbluth writes that the fund is well diversified across regions, as well as products, …

  • Blackstone’s revenue model Market Realist - Thu, Feb 26, 2015 5:06 PM EST

    The company's revenue model is based on charging management and performance fees for managing the portfolios in its investment advisor firms.

  • Supreme Court poised to protect employees from high fees in 401(k) plans @ Los Angeles Times - Tue, Feb 24, 2015 8:25 PM EST

    Some 53 million Americans with retirement funds through their jobs may get new legal protection from high fees.

  • Investing in Cuba @ - Sat, Feb 21, 2015 12:01 AM EST

    “Look out there!” Tom Herzfeld exclaims, pointing to the sparkling panorama of Miami and its port, visible from his condominium’s rooftop terrace. Cuba has been one of Herzfeld’s passions for decades. In 1994, he founded the Herzfeld Caribbean Basin closed-end fund, whose ultimate purpose is to invest in companies that …

  • One Year Is Not Enough @ Morningstar - Thu, Feb 19, 2015 7:00 AM EST

    These outperformers in 2014 warrant a wait-and-see attitude.

  • T. Rowe Price Latest to Debut Unconstrained Bond Fund @ - Wed, Feb 18, 2015 1:50 PM EST

    T. Rowe Price Group (TROW) is joining the unconstrained bond fund party. The Baltimore fund manager launched its go-anywhere bond fund and also a globally oriented high-income fund on Wednesday. T.Rowe's ...

  • Best Pimco Funds After Bill Gross @ Kiplinger - Tue, Feb 17, 2015 9:20 AM EST

    Just because the King of Bonds is gone doesn't mean you should ignore his former shop's offerings.

  • Powell: Changes coming to target-date mutual funds @ USA TODAY - Mon, Feb 16, 2015 4:16 PM EST

    401(k) sponsors are beginning to rethink target-date funds.

  • Retirement income funds can make withdrawals simple @ USA TODAY - Thu, Feb 12, 2015 6:10 PM EST

    Don't want to pick a dozen retirement funds? Here's one solution.

  • Is the Bill-Gross Effect at Janus Waning? @ - Mon, Feb 9, 2015 1:01 PM EST

    Though bond guru Bill Gross has lost some of his star appeal in the past year, he certainly has helped the fortunes of his new fund shop, Janus Capital (JNS). Since leaving Pimco amid controversy to take control of the Janus Global Unconstrained Bond Fund (JUCIX), he has drawn hundreds of millions of dollars  in fresh …

  • January Analyst Rating Downgrades @ Morningstar - Mon, Feb 9, 2015 7:00 AM EST

    Manager transitions and deteriorating performances are behind these lower Analyst Ratings.

  • Dressing Up 2014 @ - Sat, Feb 7, 2015 12:01 AM EST

    The Vanguard Group, with two-thirds of its $3.1 trillion in assets under management in index funds, was surely helped by its large devotion to matching market returns in a year in which most active managers struggled to outperform. Overall, 11 of the firm’s 24 actively managed funds in this survey topped their benchmarks …

  • Outflows continue at Pimco's flagship fund @ Los Angeles Times - Wed, Feb 4, 2015 11:27 AM EST

    Pacific Investment Management Co. said its flagship Total Return Fund saw outflows of an additional $11.6 billion in January as the mutual fund company continues to try to steady itself four months after ...

  • Fund Basics: Diversify Your Portfolio @ Kiplinger - Wed, Feb 4, 2015 9:50 AM EST

    You'll get stability and the probability that at least one of your funds will be up no matter what the market's doing.

  • Fund Basics: Sales Loads and Other Charges @ Kiplinger - Wed, Feb 4, 2015 9:40 AM EST

    Learn about the expenses funds charge and which ones you can avoid.

  • Fund Basics: Start Investing @ Kiplinger - Wed, Feb 4, 2015 9:40 AM EST

    From first choice to final check, here's how to find the best funds for you.

  • Fund Basics: Tips for the New Fund Owner @ Kiplinger - Wed, Feb 4, 2015 9:40 AM EST

    What paperwork to keep, how to track your investments and when to sell.

  • Fund Basics: Why Mutual Funds Are Smart Investments @ Kiplinger - Wed, Feb 4, 2015 9:40 AM EST

    Funds offer advantages that simply are not available anywhere else.

  • Billion-Dollar Funds With Negative Ratings @ Morningstar - Mon, Feb 2, 2015 7:00 AM EST

    These funds' fundamental problems cloud their futures.

  • Investing: Get a little exotic with these funds @ USA TODAY - Fri, Jan 30, 2015 10:35 AM EST

    Sometimes, exotic species do well.

  • For Passive Funds, a Stronger Link Between Fees and Performance @ Morningstar - Wed, Jan 28, 2015 7:00 AM EST

    When it comes to fund performance, you don't always get what you pay for.

  • Buy the Unloved 2015 @ Morningstar - Tue, Jan 27, 2015 7:00 AM EST

    Going against the grain of flows can be a profitable strategy.

  • Alibaba Is A Favorite Holding Even For U.S.-Focused Funds Benzinga - Mon, Jan 26, 2015 2:22 PM EST

    There's plenty of news coming from the World Economic Forum, taking place in Davos, Switzerland. On Friday, Jack Ma, executive chairman of Alibaba Group Holding Ltd (NYSE: BABA ), speaking at a forum in ...

  • Vanguard Convertible Securities Manager to Retire @ Morningstar - Mon, Jan 26, 2015 11:30 AM EST

    A deep bench, a consistent process, and low fees should keep this Gold-rated fund on track.

  • The Most Unloved Medalists of 2014 @ Morningstar - Mon, Jan 26, 2015 7:00 AM EST

    Should investors be showing these funds more love?

  • Announcing the Morningstar Fund Managers of the Year for 2014 @ Morningstar - Wed, Jan 21, 2015 1:00 PM EST

    Success starts with teamwork for this year's winners.

  • Virtus Investment Partners' (VRTS) "AlphaSector" mutual funds suffered more outflows in December, a sign that investors have cooled on sub-adviser F-Squared Investments,  which recently admitted ...

  • Is My Target-Date Fund Layering On Extra Fees? @ Morningstar - Tue, Jan 20, 2015 7:00 AM EST

    Some funds that invest in other funds charge additional fees, and here's how you can tell.

  • Pale Yale: What the Yale Model Can't Teach You @ Morningstar - Sun, Jan 18, 2015 7:00 AM EST

    The situations of the Yale Endowment Fund and most individual investors are worlds apart.

  • Readers' Picks For Fund Managers of the Year @ Morningstar - Sun, Jan 18, 2015 7:00 AM EST

    Many agree with Morningstar's picks--with a few notable exceptions.

  • Shares of T. Rowe Price (TROW) were lower Friday afternoon, following a downgrade from JPMorgan. Analyst Kenneth Worthington cut his rating on the stock from Overweight to Underweight, and lowered his target price on the stock by $12, to $78. Worthington writes that he thinks investors should reduce their exposure to …

  • Time for Tax Fairness for Fund Investors @ Morningstar - Fri, Jan 16, 2015 7:00 AM EST

    The carried interest loophole for hedge funds should be closed, with the proceeds helping to pay for removal of the punitive taxes borne by fund investors.

  • 5 things fund investors should know for 2015 @ USA TODAY - Thu, Jan 15, 2015 8:49 AM EST

    Hot funds, bad funds, new funds for the new year.

  • Oil, Cuba, and Russia, Oh My! @ Morningstar - Thu, Jan 15, 2015 7:00 AM EST

    A surprising December capped off a decent year for most CEFs.

  • 6 Consistent Mutual Funds You Can Count on @ Kiplinger - Mon, Jan 12, 2015 5:50 PM EST

    In the world of mutual funds, slow and steady wins the race. By measuring for consistently good performance, along with factors that we always look for in good funds, such as a disciplined stock-picking ...

  • Analyst Rating Changes for December @ Morningstar - Mon, Jan 12, 2015 7:00 AM EST

    Three upgrades, five downgrades, and three new ratings.

  • Barron's Recap: Mutual Fund Quarterly Benzinga - Sun, Jan 11, 2015 2:40 PM EST

    This weekend in Barron's online: the latest mutual fund quarterly, why the bull run is not dead yet, as well as the prospects for Best Buy, Plum Creek Timber and more. Cover Story " Return of the ...

  • Fund Costs: The Good and Bad News @ Morningstar - Fri, Jan 9, 2015 7:00 AM EST

    The overall trend is great, but 401(k)s remain a problem.

  • Fund Basics: Time to Ditch Your Fund? @ Kiplinger - Wed, Jan 7, 2015 6:30 PM EST

    Learn to tell the difference between a fund that's hit a speedbump and one that's dropped out of the race completely.

  • The Basics of Investing in Mutual Funds @ Kiplinger - Wed, Jan 7, 2015 6:30 PM EST

    Learn how funds work and how to use them to set up a well balanced portfolio that's right for you.

  • Bond fund giant Pimco has $150.3 billion in outflows in 2014 @ Los Angeles Times - Tue, Jan 6, 2015 9:43 PM EST

    Investors withdrew a record $150.3 billion from bond fund giant Pacific Investment Management Co. last year, lashing back against weak performance at the flagship Pimco Total Return Fund as well as management ...

  • Close-ended funds show slower growth Market Realist - Wed, Dec 31, 2014 3:16 PM EST

    The assets under management in close-ended funds nearly doubled from $147 billion in 1996. This is much slower than the growth of the asset management sector, which grew nearly 4.6 times in the same period....

  • Close-ended funds: A niche product for wealthy investors Market Realist - Wed, Dec 31, 2014 3:16 PM EST

    Close-ended funds are a cross between actively managed mutual funds and ETFs. But the cost of trading in close-ended funds is much higher.

  • Show it: How mutual funds make money Market Realist - Wed, Dec 31, 2014 3:12 PM EST

    In return for investing a client’s money, mutual funds charge a fee, generally an annual fee set as a percentage of the client’s assets. This fee is the only source of income for a mutual fund-focused ...

  • The salient features of mutual funds Market Realist - Wed, Dec 31, 2014 3:12 PM EST

    There are investors who are willing to take on higher risk to generate above-average market returns. For these investors, active funds offer the optimal investment avenue.

  • What are mutual funds all about? Market Realist - Wed, Dec 31, 2014 3:11 PM EST

    Globally, mutual fund assets totaled approximately $30 trillion at the end of 2013. The US accounted for $15 trillion of this amount, or 50%, making it the world's most important mutual fund market.

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