Mutual Funds

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DoubleLine’s Smart-Beta Fund Is A Hit

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The fund uses a price-momentum strategy, avoiding overvalued stocks.

Big Words Can Be Scary To Investors

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An Invesco study says investors prefer common language over industry jargon.

Gross Gets Personal: 'I Just Wanted To Run Money And Be Famous'

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The best investors, Bill Gross says, are “people that are so needy, it’s never enough.”

Study Finds Few Female Fund Managers, A Challenge To Industry

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Women are under-represented among mutual fund managers, a new study found, a challenges for an industry looking to run more money from female clients.

CFA Chief's Message To Fund Industry: 'Work Harder For Less'

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A five-year run of virtually uninterrupted stock-market gains in the U.S. and Europe has boosted assets under management but done little to lift margins for stock pickers who face tech competition.

Edward Jones Reviews Mutual Fund Fees Charged To Customers

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Edward Jones is reviewing its records to see if some fund customers were eligible for fee waivers they did not receive.

Finra Scrutinizing Mutual Fund Overcharges

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Wall Street's industry-funded watchdog is weighing fresh enforcement cases against brokerage firms alleged to have overcharged mutual fund investors, a Finra official said.

Advisor Partners Expands SRI Offerings

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New portfolios that are fossil free and emphasize diversity have been created.

Fund Managers Position For Post-Rate Hike U.S. Equity Rally

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Several top-performing fund managers say they are now positioning for a rally in the U.S. stock market should the Federal Reserve raise interest rates later this year as expected.

The Longevity Economy Takes Root

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Extended lifespans, which will dramatically change how retirement planning and savings tools are used, can fuel economic growth, say BlackRock executives.

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