Morningstar.com Mutual Fund Insights
very strong inflows into index mutual funds as well as exchange-traded funds ..... tough season for holders of active mutual funds , from the standpoint of capital ..... problems that we've seen with mutual funds paying out capital gains distributions
By Sam Forgione NEW YORK, Nov 26 (Reuters) - Investors in U.S.-based mutual funds pulled over $3 billion out of stock funds in the week ended Nov. 19 on global growth concerns, data from the...
distributions. They come unbidden, usually in early or mid-December. And they're one of the worst parts of owning mutual funds . Funds might sell appreciated securities for a variety of reasons. Perhaps a stock hit management's sell target
Despite an upcoming manager change, Janus Global Research should remain a solid core holding with a significant cost advantage over its peers.
Brief History of Merger-Arbitrage Mutual Funds Merger arbitrage was exclusively ..... two largest merger-arbitrage mutual funds , Merger Fund and Arbitrage Fund ..... continues to benefit merger-arbitrage mutual funds in two ways. First, with so much
apparently decided to match Fidelity's early redemption holding period & fee for NTF funds bought through the brokerage. Mutual funds from other companies: FundAccess ® . The redemption fee for no-transaction-fee funds is being simplified. Security
PricewaterhouseCoopers and the National Venture Capital Association. “Non-traditional investors like hedge funds, mutual funds and private equity firms have entered the picture ... competing vigorously for these investments, pushing valuations up higher
results, but this is largely thanks to not losing money in 2008. It did poorly in 2002 and often underperformed various mutual funds . Why did the FV strategy fail on a relative basis? There are two main reasons: It tended to underweight strong
Bill Gross' departure and the subsequent outflows have not changed the management process of PIMCO Total Return, says PIMCO's Mark Kiesel.