Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
Why Active Managers Fail (and Why You Shouldn’t Fire Them)
By Gil WeinreichA white paper from Jeremy Grantham's GMO offers a novel explanation as to what drives manager underperformance.
February 10, 2015
IRS Says Americans Renounce Citizenship in Record NumbersInternational tax lawyer Andrew Mitchel explains why, for some American-born expats, the costs of U.S. citizenship have exceeded its benefits.
February 09, 2015
PE Firm TA Associates Acquires Majority Stake in NorthStar FinancialManagement of CLS Investments, Gemini and Orion will remain, looking to complement organic growth with the private equity firm's capital and expertise in acquisitions.
February 09, 2015
Gross Owns Majority of Janus Bond Fund He RunsBill Gross and his family own 51.2% of the Janus Global Unconstrained Bond Fund after acquiring shares through brokerage accounts at Morgan Stanley and Schwab.
February 09, 2015
Finding Investing Alpha by Selective Stock PickingWhy I'm beginning to use some selective stock picking (think energy company Halliburton) to deliver alpha for clients, carefully following the wisdom of Benjamin Graham.
February 06, 2015
3 Alt Investments That Deserve an Oscar: MorningstarThese three alternative fund categories are on track for compelling but not necessarily uplifting performances this year, analyst Josh Charlson says.
February 04, 2015
ETF Plans for American Funds, GAMCO Move ForwardThe two groups will join a crowded field of exchange-traded funds. Both plan to offer nontransparent ETFs.
February 03, 2015
4 Investing Strategies Bogle Gets Wrong: RitholtzVanguard founder John Bogle is an investing legend, Barry Ritholtz writes, but some of his investment philosophies need updating.