Mutual Funds

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Fundamental Indexes Poised To Outperform, Schwab's Davidow Says

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The bull market has entered its sixth year and the time is ripe for fundamental indexing strategies to outperform, Schwab's Anthony Davidow says in a new white paper.

James Rothenberg Of Capital Group Dies At 69 Of Heart Attack

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James Rothenberg, who oversaw Capital Group Co.’s ascent to manager of the world’s largest stock mutual fund before it lost that title to an index fund, has died. He was 69.

Millennials Have A Ton Of Stock -- They Just Don't Know It

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Auto-enrollment in target-date retirement funds means young workers may have more in equities than they're comfortable with.

Biggest Tech Rally Since October Hits Brick Wall

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The biggest technology rally since October was knocked cold, as disappointing earnings reports punished Microsoft Corp. and left Apple Inc. in danger of its worst-ever loss of market value.

Fund Industry Weighs Proposed Clinton Tax Increase

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Fund companies and brokerage firms should be able to weather a proposal by Democratic U.S...

Clinton's Capital Gains Tax Plan To Urge Focus On Long-Term Growth

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Her proposed plan to overhaul capital gains taxes aims to foster long-term growth by taxing some short-term investments at higher rates.

When Researching Alternative Products, Look For ‘Red Flags,’ Experts Say

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Risk characteristics, rather than “style box” labels, are a first consideration when evaluating alternative vehicles.

Morningstar Affirms Gundlach's Doubleline Fund 'Not Ratable'

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Morningstar said DoubleLine's flagship fund is "not ratable" for a second straight year, citing a lack of information about the firm's investment process, succession planning and risk controls.

Blackrock Profit Rises As Firm Sees First Outflows Since 2012

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The world's largest asset manager posted a small rise in second-quarter profit as the company saw net outflows for the first time in nearly three years.

Mobius Stepping Down As Chief Of Templeton Emerging Trust

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Mark Mobius, who is credited as a pioneer in emerging-market investing, will step down as the lead manager of one of the oldest developing-nation stock funds after trailing his benchmarks in recent...

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