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.
How Liquid Are Liquid Alts?
By Ben WarwickA MarketWatch article claims that the term liquid alternatives typically means buying illiquid securitieslike private credits and some derivative issuesis unfounded. Here's why.
September 18, 2014
Morgan Stanley to Absorb Customer Losses After Mutual Fund SnafuMorgan Stanley will offer to swallow some losses incurred by customers who bought mutual funds after failing to make fund prospectuses accessible online.
September 18, 2014
Passive Beats Active in August Fund Flows: MorningstarThe research firm releases ETF data for the first time, saying the funds represent a growing portion of investors' net worth.
September 17, 2014
Fed Keeps ‘Considerable Time’ Pledge as Growth Is ‘Moderate’The Federal Reserve maintained a commitment to keep interest rates near zero for a considerable time after asset purchases are completed.
September 17, 2014
Gundlach: Inflation Worries ‘5 Years Too Early’DoubleLine CEO Jeffrey Gundlach says the market is not terribly concerned on the long end when it comes to interest rates.
September 17, 2014
PIMCO’s Gross Used $45 Billion in Derivatives to Lift Fund GainBill Gross is relying on derivatives rather than Janet Yellen to raise his returns on government bonds.
September 16, 2014
U.S. retains lion’s share of mutual fund industry net revenueBy investment objective, the report forecasts that equities will remain the primary assets under management in 2018.
September 16, 2014
U.S. retains lion’s share of mutual fund industry net revenueBy investment objective, the report forecasts that equities will remain the primary assets under management in 2018.