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Mutual Funds

  • Small Fund Firms, Strong Stewards @ Morningstar - 17 hours ago

    They're not the biggest names in the fund world, but these small shops have proven track records of protecting investors' interests.

  • Former Artio Managers Take It Slow in New Venture @ Morningstar - Tue, Apr 15, 2014 7:00 AM EDT

    The same investment strategy, but a more-restrained business plan.

  • Survivorship Bias @ Morningstar - Wed, Apr 9, 2014 7:00 AM EDT

    Surviving funds can overstate a category's performance.

  • Recent Morningstar Analyst Rating Upgrades and Downgrades @ Morningstar - Mon, Apr 7, 2014 7:00 AM EDT

    A review of last month's ratings changes.

  • Barron's Recap: The New Indexing Benzinga - Sun, Apr 6, 2014 6:08 PM EDT

    This weekend in Barron's online: alternative indexing, the quarterly report on mutual funds, as well as the prospects for Hewlett-Packard, B/E Aerospace, Rio Bravo Restaurant and more. Cover Story " ...

  • [$$] The Trouble With Actively Managed ETFs @ Barrons.com - Sat, Apr 5, 2014 12:01 AM EDT

    On the surface, active ETFs are exactly what their name implies: ETFs with all the transparency and trading advantages they're known for, but instead of hewing to an index or adhering to a rules-based approach, they're run by managers deciding what and when to buy and sell. Change the very nature of ETFs. Mutual fund …

  • Four Great Actively Managed Vanguard Funds @ Kiplinger - Wed, Apr 2, 2014 12:00 AM EDT

    A longtime Vanguard watcher says you don't have to rely on the firm's index funds to produce superior results.

  • Most Money-Market Funds Set to Escape Floating Values: WSJ @ Barrons.com - Wed, Mar 26, 2014 9:23 AM EDT

    Andrew Ackman of the Wall Street Journal has the goods on an apparent change of heart at the Securities and Exchange Commission on the subject of money-market funds. Ackerman writes that the commission is preparing to exempt a majority of funds from a rule requiring share prices to fluctuate in value, like other mutual …

  • Lineage Matters: Strong Firms' Funds Stand Taller @ Morningstar - Thu, Mar 20, 2014 8:30 AM EDT

    New Morningstar study of asset managers shows good stewards have produced better funds.

  • Morningstar Medalists That Are Easy to Own @ Morningstar - Mon, Mar 17, 2014 7:00 AM EDT

    Six funds with modest volatility and outstanding Morningstar Investor Returns.

  • Hedge-Fund Managers Love Apple, but Guess Who Loves Google @ Barrons.com - Wed, Mar 12, 2014 10:25 AM EDT

    What does it mean that hedge-fund managers once again can't get enough of Apple's (AAPL) stock, while for mutual-fund managers, it's Google (GOOG)? Here's what the data suggests: Hedge-fund managers seem to think the good old days of 2011 and early 2012 could return for Apple. Mutual-fund managers, meanwhile, seem to …

  • Are Younger Managers Better--Or Younger Strategies? @ Morningstar - Tue, Mar 11, 2014 12:30 PM EDT

    The fourth in a four-part series.

  • Blurred Lines for Funds a Mixed Blessing for Investors @ Morningstar - Tue, Mar 11, 2014 7:00 AM EDT

    Pushing against borders allows more freedom and choice but complicates selection and evaluation.

  • Don't Chase These Hot Performers @ Morningstar - Tue, Mar 4, 2014 7:00 AM EST

    These funds did well in 2013 but aren't poised to continue their streaks.

  • Investors' miscues sap returns -- again @ USA TODAY - Thu, Feb 27, 2014 1:10 PM EST

    Buying and selling at the wrong time means lower returns all the time

  • Mind the Gap 2014 @ Morningstar - Thu, Feb 27, 2014 7:00 AM EST

    Some investors get caught leaning the wrong way, again.

  • Discipline Gives DFA Its Edge @ Morningstar - Tue, Feb 25, 2014 7:00 AM EST

    Focus and low costs set Dimensional apart.

  • 8 Recent Changes in Analyst Ratings @ Morningstar - Mon, Feb 24, 2014 7:00 AM EST

    A host of factors drove these upgrades and downgrades.

  • Retirement Q&A: 'To' or 'through'? @ USA TODAY - Sun, Feb 23, 2014 7:00 AM EST

    Does your target date manage to retirement, or through it? There's a big difference.

  • Ultrashort funds come with limited upside and more risk than competing alternatives--at least for now.

  • [$$] M&A Funds: Sexy and Steady @ Barrons.com - Sat, Feb 8, 2014 2:50 AM EST

    Arbitrage has a risky—even sexy—reputation. In the 2012 film Arbitrage, hedge-fund magnate Richard Gere seduces a mistress, flies on a private jet, and defrauds investors, all in a day's work. Since there's no Merger Arbitrage for Dummies book out (yet), most investors are better off exploiting this trend via a mutual …

  • Target-Date Pros and Cons @ Morningstar - Tue, Jan 28, 2014 7:00 AM EST

    All-in-one retirement funds offer convenience and professional money management, but they may not be for everyone.

  • Together, the funds total $52 million, a little bit more than the $50 million that ffvc said it was planning.

  • Recently Updated CEF Ratings @ Morningstar - Tue, Jan 14, 2014 7:00 AM EST

    Highlighting recent revisions to our closed-end fund reports.

  • So Far, So Good With These Young Funds @ Morningstar - Wed, Jan 8, 2014 7:00 AM EST

    They're not yet 5 years old, but these offerings are off to promising starts.

  • Don't Let a Subpar 2013 Sour You on These Superior Funds @ Morningstar - Wed, Dec 25, 2013 7:00 AM EST

    Even Gold- and Silver-rated funds can have an off year.

  • A Juiced-Up Junk Bond Fund Kiplinger - Tue, Nov 5, 2013 12:00 AM EST

    Northeast Investors Trust's father-son team adds stocks and, sometimes, leverage to the mix.

  • Why analysts are seeing a new market for hedge funds Market Realist - Wed, Oct 9, 2013 1:23 AM EDT

    On July 10, 2013, the SEC voted 4–1 to lift a decade-old ban that prevents hedge funds and private equity firms from marketing their investments to the general public.

  • Gundlach: This market is just 'fear and loathing' CNBC - Thu, Aug 29, 2013 12:23 PM EDT
    Gundlach: This market is just 'fear and loathing'

    Market sentiment toward risky assets has greatly changed from a year ago, bond fund manager Jeff Gundlach told CNBC.

  • Target date funds dragged down by bond losses Consumer Reports - Tue, Aug 27, 2013 10:45 AM EDT

    It’s no secret that U.S. stocks have continued to rally in 2013, up more than 15 percent for the year as of mid-August. Yet as many workers open their 401(k) statements, they may be disappointed ...

  • How do I investigate 401(k) investment choices? Consumer Reports - Mon, Aug 19, 2013 2:00 PM EDT

    My 401(k) is dropping a mutual fund in which I invested. The plan administrator has given me the option of a growth and income fund that is “managed exclusively for the fund.” There’s no ticker s...

  • Bond exodus accelerates as yields creep near 3% CNBC - Mon, Aug 19, 2013 2:33 AM EDT
    Bond exodus accelerates as yields creep nearer 3%

    Outflows from U.S. bond mutual funds and exchange traded funds has accelerated in August, according to a new report by TrimTabs, as fears grow of the threat that rising yields pose for the U.S. economy....

  • What's the right investment mix of retirement funds? Consumer Reports - Sat, Aug 17, 2013 10:00 AM EDT

    When choosing where to invest my 401(k), I put 70 percent in an index mutual fund that is tied to the S&P 500. The remaining 30 percent I put in index funds tied to international, small-cap, and ...

  • How the Kip 25's Bond Funds Are Weathering the Storm Kiplinger - Mon, Aug 12, 2013 12:00 AM EDT

    Rising interest rates have wreaked havoc with bond funds. Most of our picks have held up better than the overall market.

  • Pimco's Gross vows victory in 'bond wars' CNBC - Thu, Aug 8, 2013 9:12 AM EDT
    Pimco's Gross vows victory in 'bond wars'

    In a new note to clients, Pimco's bond chief Bill Gross promised the fund would triumph in the "bond wars" that could see investors earn lower returns, characterized by sustained easy money policies....

  • Mutual Fund Rankings, 2013 Kiplinger - Tue, Aug 6, 2013 12:00 AM EDT

    U.S. stock funds lead our annual rankings of top-performing mutual funds in 11 categories.

  • When to Sell a Mutual Fund Kiplinger - Tue, Aug 6, 2013 12:00 AM EDT

    To sell or not to sell? Use these guidelines to help you decide.

  • 4 Types of Investments to Avoid Kiplinger - Tue, Aug 6, 2013 12:00 AM EDT

    Watch out for darling stocks, hidden costs, overly complicated investments and a whole slew of bond funds.

  • Muni bonds 'hemorrhage' $1.2 billion CNBC - Fri, Jul 26, 2013 2:38 AM EDT
    Municipal bonds 'hemorrhage' $1.2 billion on Detroit fears

    Municipal bond funds saw outflows of $1.2 billion in the week ending July 24, on concern that Detroit's filing for bankruptcy - the largest in U.S. history - will set an important precedent and more cities ...

  • Investing in TIPS with Less Risk Kiplinger - Fri, Jul 26, 2013 12:00 AM EDT

    A Vanguard fund that invests in short-term inflation-protection bonds looks appealing.

  • 7 Best Large-Company Mutual Funds Kiplinger - Tue, Jul 16, 2013 12:00 AM EDT

    Our picks, including four members of the Kiplinger 25, are led by veteran managers who deliver consistent returns with low fees.

  • 'Unprecedented' $80 Billion Leaves Bond Funds CNBC - Mon, Jul 1, 2013 2:55 AM EDT
    'Unprecedented' $80 Billion Pulled From Bond Funds

    A record amount of money poured out of exchange-traded and mutual bond funds in June, according to a fresh report by TrimTabs, nearly double the amount pulled out of bond funds at the height of the financial ...

  • A Great Place to Stash Your Cash Kiplinger - Mon, Jul 1, 2013 12:00 AM EDT

    FPA New Income offers a decent yield and it's one of the safest bond funds you can buy.

  • Pimco Flagship Fund Loses Big on Bond Shock CNBC - Wed, Jun 26, 2013 5:16 AM EDT
    Pimco Flagship Fund Loses Big on Bond Shock

    Pimco's flagship Total Return Bond Fund took a hefty hit in June, due to the sharp rise in bond yields that was sparked by fears the U.S. Federal Reserve will scale back its asset-purchasing program.

  • Bond Fund Outflows Hit Record Level CNBC - Mon, Jun 24, 2013 5:47 AM EDT
    Bond Fund Outflows Hit Record on Tapering Fears

    Mutual and exchange-traded funds hemorrhaged a record volume of bonds in June, according to a fresh report by TrimTabs Investment Research, as investors fear the impact of a scaling back of the U.S. Federal ...

  • 60% Chance of Recession: Pimco CNBC - Tue, Jun 11, 2013 11:18 PM EDT
    60% Chance of Recession in 3-5 Years: Pimco

    High debt levels have raised the chances of a global recession in the next three to five years to more than 60 percent, said Pimco, which manages the world's largest bond fund.

  • 'Dirty Dozen': 12 Worst Mutual Funds CNBC - Fri, May 17, 2013 11:35 AM EDT
    'Dirty Dozen': 12 Worst Mutual Funds

    High fees plus poor performance: The formula is pretty easy to determine what makes a bad mutual fund. Some, though, are worse than others.

  • ETF Premiums: No Worry—Until They Bite IndexUniverse.com - Wed, Nov 14, 2012 11:52 AM EST

    Big flows recently out of junk bond funds like HYG point to lessons on how not to trade ETFs.Headlines today focused on big outflows from the iShares iBoxx High Yield Bond ETF .

  • More Mutual Funds are Using ETFs ETF Trends - Tue, Oct 30, 2012 1:37 PM EDT

    There is an emerging and overlooked user group of ETFs: mutual funds.ETFs have been seeing money move in the door while investors flee U.S. stock mutual funds. Also driving the inflows are mutual fund ...

  • How to evaluate target-date mutual funds Bankrate.com - Mon, Oct 22, 2012 3:00 AM EDT

    Target-date mutual funds sound like no-brainer investments.They have set target dates, usually matched to an investor's target retirement year. As the target date nears, say 2020, investment allocations ...

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