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Mutual Funds

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This Equity Fund Is Trouncing The S&P 500

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The Centre American Select Equity Fund has been a category leader for the past five years.

The Playbook Advisors Can Turn To In A Down Market

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Tax-loss harvesting, investment upgrades and active management improve client outcomes, an Altruist advisor says.

Carlyle Plans To Raise $8.5 Billion For New Illiquid Credit Fund

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The new fund is part of Carlyle's illiquid credit platform.

Former AQR Quant Says Wall Street Isn't Doing Portfolio Diversity Right

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The ideal size for a stock portfolio may be 250 or more positions, according to recent research.

Battered Mutual Funds Saddle Investors With Big Capital Gains

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Many funds down double-digits this year will distribute capital gains to shareholders, with some as high as 40% or more of their NAV.

Portfolio Managers In Franklin Templeton Webinar See Bleak Economic Outlook

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These three portfolio managers said they aren't convinced the worst of the problems are over.

How One Bond Manager Is Navigating The Craziness

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BlackRock's Rick Rieder takes an unconstrained approach to portfolio construction.

The Case For Private Real Estate

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Private properties offer different investment characteristics from public REITs.

‘Nowhere To Hide': Bond Managers Lag Benchmark In Rare Misfire

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At significantly higher costs, active management still offers scant benefit for beleaguered investors.

Bill Gross Criticizes 'Total Return' Bond Funds He Popularized

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Pimco's co-founder complains that these funds have started hugging the indexes.

BlackRock Assets Tumble 16% As Stock And Bond Markets Slide

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Investors pulled money from several BlackRock offerings, including equities and cash management.

As Markets Go ‘Crazy,' Ariel Touts Old-School Value Strategy

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This may be an opportunity to scoop up beaten-down value stocks, according to John Rogers at Ariel Investments.

BlackRock ETF Bets Rich World Is Likely To Face A Water Crisis

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The fund's managers see increased droughts and floods as a threat to the developed world's water supply.

Schwab Expands No-Transaction-Fee Funds For Independent Advisors

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More than 800 institutional no-transaction-fee funds are now available for client portfolios.

Texas ESG Attack Sweeps Up Funds That Aren't Really ESG

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Of the 348 funds singled out by the state, 14% don't qualify as ESG, Morningstar says.

BlackRock Faces Blue America Backlash From NYC Comptroller

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The city's comptroller said he's concerned BlackRock is backtracking on its commitment to reducing carbon emissions.

Blackstone Pledges To Hire 2,000 Refugees At Portfolio Companies

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The company has already hired 500 displaced people from nations including Afghanistan, Ukraine, El Salvador and Guatemala.

Japan Fund Manager Mines Online Job Reviews To Pick Investments

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Investment managers worldwide are turning to such alternative data.

T. Rowe CEO Sharps Sees Outflows Persisting In Wake Of Market Rout

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T. Rowe's shares have tumbled more than 40% this year.

Vontobel Offers Five New Investment Strategies

by FA Staff

The strategies focus on impact investing, sustainable emerging markets equities and opportunities in China.

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