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    Headlines

    Tue, 26 Apr 2011

    Morningstar.com Mutual Fund Insights

  1. 5 Things Investors Can Be Thankful for in 2014

    Video Reports

    Thu, 27 Nov 2014

    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

    mutual funds found at 3:05, 4:00, 6:15

    in large part, because we have seen very strong inflows into index mutual funds as well as exchange-traded funds. There has been a lot of competition in that space. Now, it's possible for investors to build
    that it will be maybe a tough season for holders of active mutual funds , from the standpoint of capital gains distributions, and there are two reasons. One is that we've had pretty strong market performance, so
    ETFs because they solve some of those problems that we've seen with mutual funds paying out capital gains distributions. Benz: They do. I'd still like to see the tax system fix the taxation on mutual funds , where you are, in some cases, on the hook for these capital gains taxes even if you haven't sold a share. But until then, I do think that exchange-traded funds and--to a lesser extent but certainly to an extent--index mutual funds do allow you to really limit those ongoing capital gains taxes. So, if you do hold stocks in a taxable account, ETFs and index mutual funds very nicely reduce the drag of capital gains taxes on your portfolio's return. Stipp: Number five: In the current low-yield environment, you
  2. U.S.-based stock funds post $3 bln outflows in latest week -ICI

    Headlines

    Wed, 26 Nov 2014

    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...

  3. What We're Not Thankful for: Big Capital Gains Distributions

    Headlines

    Wed, 26 Nov 2014

    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

  4. This Analyst-Driven World-Stock Fund Should Stay the Course

    Video Reports

    Tue, 25 Nov 2014

    Despite an upcoming manager change, Janus Global Research should remain a solid core holding with a significant cost advantage over its peers.

  5. Let's Make a Deal: The Outlook for Merger Funds

    Headlines

    Tue, 25 Nov 2014

    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

  6. New Vanguard NTF Brokerage Rule

    Commentary

    Mon, 24 Nov 2014

    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

  7. The ‘Too Rich to Succeed’ Challenge Facing Start-ups

    Headlines

    Mon, 24 Nov 2014

    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

  8. Asset Allocation using M* Fair Value?

    Commentary

    Mon, 24 Nov 2014

    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

  9. PIMCO's Kiesel: Management Change, but Fund Stays the Same

    Video Reports

    Sun, 23 Nov 2014

    Bill Gross' departure and the subsequent outflows have not changed the management process of PIMCO Total Return, says PIMCO's Mark Kiesel.

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