Mutual funds

American Century cuts Livestrong name from target-date 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.

May 06, 2013 | 09:23 am
Hedge funds zoom in on mutual funds

Hedge funds zoom in on mutual funds

Hedge fund managers are looking to the mutual fund industry for their next source of growth.

April 29, 2013
Vanguard maintains strong asset 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.

April 25, 2013 | 10:25 am
PIMCO's Total Return ETF is an exception

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...

April 22, 2013 | 08:00 am

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.

April 02, 2013 | 01:35 pm
PIMCO survey says DC plan revenue sharing fading

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...

April 01, 2013

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...

March 18, 2013 | 12:01 am
Google the new Apple of investors' eyes

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.

March 08, 2013 | 12:45 pm
Straitjacket investing: Passive has its limitations

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.

February 05, 2013 | 10:00 am
Fidelity target-date funds draw fire from consulting firm

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 ...

February 05, 2013 | 10:41 am
Target-date fund growth likely to continue

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...

February 04, 2013
Money market inflows poised to rebound

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...

January 24, 2013 | 12:18 pm

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.

January 23, 2013 | 01:53 pm
DoubleLine repeats top ranking for mutual fund inflows

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...

January 18, 2013 | 03:50 pm

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 ...

January 09, 2013 | 03:22 am
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