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.
Morningstar: PIMCO’s Post-Gross Total Return Fund Is Fine—for Now
By Melanie WaddellWhile the fund has seen significant outflows, PIMCO has sufficient liquidity to handle it, says Morningstars fixed-income team.
October 04, 2014
Is a Tax Bomb Looming for PIMCO Investors?Total Return Fund outflows could lead to a host of consequences for the investors who stay. And thats a problem for all mutual fund investors.
October 04, 2014
Top Portfolio Products: Ivy, ProShares & TIAA-CREF Launch FundsFund shops zoom in on mid-cap, managed futures, emerging-markets debt and lifecyle strategies.
October 02, 2014
Watch Out, Gundlach: Bond King Gross Could Rise AgainStudy showing "bond king" alpha declines as AUM rises suggests Gross can rise again via his new fund and that Gundlach should beware.
October 01, 2014
Why the $100B rush on liquid alternative funds?The liquid alternatives mutual fund juggernaut continues to gather momentum with 17 funds launched in Q1 2014.
September 30, 2014
Advisors Cautious on PIMCO Total Return FundWith Morningstar's downgrade, even more questions are arising over the bond fund post-Gross.
September 30, 2014
Ex-PIMCO Money Manager Accused Firm of ETF ManipulationThe manager accused PIMCO in a lawsuit last year of manipulating the price of its Total Return ETF, then withdrew his complaint without explanation.
September 30, 2014
What advisors need to know about Bill Gross’ departureRetirement plan fiduciaries may choose to put PIMCOs $222 billion Total Return Fund on their watch list.