Mutual Funds

Chuck Jaffe: Fund companies' biggest lies

Market Watch (Free subscription) | 9 hours ago

The mutual-fund world is rife with misleading statistics and data. Most fund investors don’t necessarily know how this information can be used against them.

Corrections: RS fund managers' stock picks

Market Watch (Free subscription) | 11/20/2009

On Nov. 20, a MarketWatch column misidentified the mutual fund that owns the selected stocks and misspelled a portfolio manager's name. The column has been corrected.

First Mutual Fund Investment in Microfinance in India

PR News Wire (Free subscription) | 11/20/2009

CHENNAI, India, November 20 /PRNewswire-FirstCall/ -- A recent micro-loan securitisation, completed by IFMR Capital and Equitas Micro Finance, has enabled the first ever mutual fund investment into the Indian microfinance sector. The Rs. 480 million ($10.4 million) transaction is backed by over 55,000 micro-loans originated by Equitas Micro Finance, a Chennai-based microfinance institution with approximately...

Transamerica Announces New Mutual Fund Platform with Expanded Target Maturity Choices from Three Industry Leaders

Business Wire (Free subscription) | 11/20/2009

LOS ANGELES--(BUSINESS WIRE)--Transamerica Retirement Services today introduced a new mutual fund platform for company-sponsored retirement plans. The new platform offers an investment line-up with no proprietary fund requirements. Target maturity funds are included from three fund families, a choice often made available only to larger plans by most providers. The new mutual fund platform features...

How to find the 200-day moving average for your mutual fund

USA Today (Free subscription) | 11/20/2009

Q: Can I see the 200-day moving average for a mutual fund using USATODAY.com's Money section?

Mutual Funds Weekly: 'Halloween Effect' scares stock-market bears

Market Watch (Free subscription) | 11/20/2009

The seasonal pattern known as 'The Halloween Effect' has shown up on Wall Street most every year for decades and frightened away the bears. Maybe that's why they hibernate in winter.

What's Inside Pimco?

Business Week (Free subscription) | 11/19/2009

Pimco Total Return Fund is the world's biggest mutual fund. What's in its portfolio?

Trustees of Eaton Vance Enhanced Equity Income Fund and Eaton Vance Enhanced Equity Income Fund II Approve Change in Investment Policies

PR News Wire (Free subscription) | 11/19/2009

BOSTON, Nov. 19 /PRNewswire-FirstCall/ -- The Trustees of Eaton Vance Enhanced Equity Income Fund (NYSE: EOI) and Eaton Vance Enhanced Equity Income Fund II (NYSE: EOS), each a diversified, closed-end investment company (collectively, the "Funds" and each a "Fund"), have approved a change to the Funds' investment policies with respect to the sale of stock underlying a call option....

Schooner Investment Group's Greg Levinson is Part of an Emerging Trend in the Mutual Fund Space

PR News Wire (Free subscription) | 11/19/2009

PHILADELPHIA, Nov. 19 /PRNewswire/ -- There is a growing trend in the investment management community. Hedge fund managers are crossing over into the traditional money management space of mutual funds. That is exactly what Greg Levinson of Schooner Investment Group did in early 2008. Levinson, a 15 year hedge fund veteran, launched the Schooner Growth and Income Fund (SCNAX) with the intention of bringing...

Paulson starts gold fund amid record prices

Financial Times (Free subscription) | 11/19/2009

Funds run by Paulson & Co, the large New York hedge fund manager, are seen to now have more than a tenth of its assets in gold as prices for the metal hit record highs

• John Paulson Set to Launch Gold Hedge Fund - GuruFocus Updates

Mutual-Fund Buying Streak Hits 35 Weeks

Law Blog - WSJ.com (Free subscription) | 11/19/2009

Long-term mutual funds had a net amount of buying by investors again on continued strength for bond and hybrid funds.

Deutsche: Fixed Income Managers Benefit; Prefers Janus, BlackRock, Federated, Franklin

Stocks to Watch Today (Free subscription) | 11/18/2009

Deutsche Bank (DB) analysts this morning opine that managers of fixed income funds will continue to prosper, given recent fund flows data. The firm lists as “well positioned” among asset managers Federated Investors (FII), Janus Capital (JNS), BlackRock (BLK), and Franklin Resources (BEN). Healthy mutual fund inflows in October were [...]

Ex PIMCO Professionals Launch Absolute Return Mutual Fund

PR News Wire (Free subscription) | 11/18/2009

PORTLAND, Ore., Nov. 18 /PRNewswire/ -- Harness Investment Management Group, LLC announced today that they will launch a new mutual fund, the Harness Absolute Return Fund (Ticker: HIARX). This new fund, currently in an initial offering period, is expected to commence operations November 30, 2009. The Fund's advisor is Harness Investment Management Group, LLC.

• Former PIMCO Managers Launch Harness Absolute-Return Fund - Latest News Current Issue

Recession-Weary Affluent Americans Hesitant to Invest Despite Improving Market

PR News Wire (Free subscription) | 11/18/2009

PHILADELPHIA, Nov. 18 /PRNewswire-FirstCall/ -- The recession has left a large number of America's wealthy cautious about re-investing in the stock market and skeptical about a strong economic recovery, according to a survey by PNC Wealth Management, a member of The PNC Financial Services Group, Inc. (NYSE: PNC).

• Wealthy Still Wary of Economy, Stocks - Latest News Current Issue

FundWatch: Funds bet Build America Bond deal gets extended

Market Watch (Free subscription) | 11/17/2009

Eaton Vance Corp. and Invesco Ltd. launched on Tuesday the first-ever mutual fund and exchange-traded fund focusing on Build America Bonds, judging investors and lawmakers will keep showing interest in these new, taxable municipal securities.

Business plan, How 'exit loads' affect your MF investments', Business cards

nikitha001 | 02/23/2009

There are additional charges that have to be paid by the investor when they are making mutual fund investments. This is also known as loads and while the amount paid at the time of investment into the mutual fund scheme is an entry load there is also another expeNSE that is often paid when investors exit from the scheme.

Is long term care insurance worth the cost? Would I be better to just invest in a mutual fund each month?

imdominatrix | 11/26/2008

I am 59 but diabetic. I think I run an above average chance of needing long-term care in the future. I do not want to exhaust all my savings and home to pay for nursing home care. Inexpensive is a relative term. You should look into coverage as soon ...

The free, automatic, online way to manage your money is here!

itsfreeworld | 08/01/2008

Mint connects to over 5,000 US banks and credit unions, credit card, brokerage, and mutual fund companies to keep your transactions and account balances automatically up-to-date . Mint even auto-balances your checkbook and auto-categorizes your transactions.