Articles and Videos on Mutual Funds
American Century cuts Livestrong name from target-date funds
American Century Investments will change the name of its Livestrong Portfolios target-date funds suite.
Hedge funds zoom in on mutual funds
Hedge fund managers are looking to the mutual fund industry for their next source of growth.
Vanguard maintains strong asset growth
Fresh off setting a record for most net inflows in a single year, The Vanguard Group Inc. took in $53.6 billion in the first quarter, a single-quarter record for the firm.
PIMCO's Total Return ETF is an exception
PIMCO's Total Return ETF has seen a healthy percentage gain in assets from inflows since the start of the year, and though it lags the amount flowing into its larger mutual fund sibling, the numbers show the 13-month-old exchange-traded fund is finding its own niche.
Simple Alternatives hires portfolio manager for hedge fund mutual fund
Clark Jones joined Simple Alternatives as a portfolio manager for the firm's S1 Fund, an $80 million long/short equity hedge fund-of-funds mutual fund.
PIMCO survey says DC plan revenue sharing fading
A survey of consultants serving defined contribution plans with $2.4 trillion in combined assets offers an emphatic prediction that new federal fee-disclosure regulations will spur executives to reduce or drop revenue-sharing.
2 professors, portfolio manager share SPIVA grand prize
Two academics from the Rotterdam School of Management, Erasmus University, and a portfolio manager in Amsterdam were named co-winners of the $30,000 grand prize of the Standard & Poor's SPIVA Awards recognizing excellence in research in innovative applications of financial market indexes in ...
Google the new Apple of investors' eyes
Google Inc. was the favorite stock of both mutual fund and hedge fund managers at the end of last year, replacing Apple Inc., according to research from FactSet Research Systems Inc. and Citigroup Inc.
Fidelity target-date funds draw fire from consulting firm
The Center for Due Diligence posted Monday an analysis of the mutual fund giant's target-date funds vs. similar offerings from the company's competitors, including The Vanguard Group Inc. and T. Rowe Price Group Inc.
Straitjacket investing: Passive has its limitations
One might ask if passive strategies, originally designed to protect investors from “hurting” themselves from active management, might well be punishing investors instead.
Target-date fund growth likely to continue
Defined contribution assets invested in target-date strategies climbed nearly 29% to $96.5 billion in the 12 months ended Sept. 30, according to the Pensions & Investments' annual survey of the largest retirement plans.
Money market inflows poised to rebound
After years of waiving fees on money market funds and only recently dodging proposals abandoned by the SEC in August that would have required funds to adopt a floating net asset value or establish a capital buffer, money fund managers once again see their industry at a watershed.
RiverNorth signs Oaktree Capital for new mutual fund
RiverNorth Capital Management hired credit manager Oaktree Capital Management as a subadviser for its new mutual fund, the RiverNorth/Oaktree High Income Fund.
DoubleLine repeats top ranking for mutual fund inflows
DoubleLine Capital had the highest percentage increase in net inflows of any mutual fund company in 2012, the second year in a row that it topped the list, according to mutual fund research firm Strategic Insight.
Z-Ben: China's mutual fund industry to grow in 2013, helped by institutional tailwind
China's mutual fund industry in 2013 should match or beat the previous year's 30% AUM growth, with the help of a tailwind from rising equity valuations as institutional investors boost allocations to local shares, according to an analysis Wednesday by Shanghai-based consultant Z-Ben Advisors Co.