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Mutual Funds Articles
Legg Mason Inc.’s CEO said a “transition” of assets is under way in the bond industry, after the departure of Bill Gross from Pimco prompted investors to set billions of dollars in motion.
Independent b-ds were the only financial advisory businesses to increase mutual fund and ETF assets under management in the third quarter despite the market downturn, says Broadridge Financial.
Pimco, seeking to stem redemptions after its co-founder Bill Gross left unexpectedly, was dropped as manager of a $6.16 billion strategy offered by a unit of Prudential Financial.
BlackRock on Monday became the latest asset manager to lower fees on some of its bond funds in recent weeks.
Investors in U.S.-based stock funds added net new cash to mutual funds in the week ended Oct. 22, a sharp contrast to the net withdrawals from ETFs over the same period.
Dan Fuss, vice chairman at Loomis Sayles, found some deals in last week's sell off.
Pacific Life Insurance Co., the insurer where Pacific Investment Management Co. was started as a bond unit in 1971, is moving money from Bill Gross’s old firm to Janus Capital Group Inc...
The $108 billion fund continues to have a big appetite for Facebook stock, adding to its position during the third quarter and praising its mobile ad revenue growth and "visionary management."
Taking a page from his last job, Eaton Vance's new Chief Equity Investment Officer Edward Perkin bets that reorganizing his analysts into new teams will boost performance.
Alabama’s Treasury liquidated its Pimco Total Return Fund holdings in the state’s 529 plan, citing departures of senior investment personnel at the firm.
Financial Advisor Blogs
Portfolio Manager Insights
Dorsey Wright says market turbulence has shifted its October ranking of SRI funds and ETFs. + Read more
Advisors can use less correlated investments to help clients protect against losses, especially during the draw-down phase. + Read more