Mutual Funds

Portfolio - Mutual Funds

Bond Issuance, Interest Rates to Rise, Experts Predict

Bankers at the National Municipal Bond Summit said they believe new bond issuance will increase, especially in the high-yield senior living and charter school sectors.

More in Mutual Funds

see all

Dividend Weighting for a Portfolio

Instead of a broad stock index, should advisors consider ETFs weighted by dividend payments? more »

Microsoft Sells Record $10.8 Billion of Bonds

Microsoft sold $10.8 billion of debt in its biggest bond sale on record, taking advantage of investor demand for the highest-rated corporate securities. more »

Janus Unconstrained Gets Least Money Since Gross Took Over

Janus Global Unconstrained Bond Fund attracted an estimated $85.6 million in net new money in January, the lowest amount since Pacific Investment Management’s former investment chief Bill Gross took over as manager in October. more »

Gross Put More Than $700 Million in Janus Unconstrained Fund

Bill Gross invested more than $700 million of his own money in his unconstrained bond fund, Janus Capital Group's CEO Dick Weil said today in a conference call with investors and analysts. more »

Fund Industry Warns of Fallout From SIFI Designation

As federal regulators consider extending bank-like oversight to asset managers, industry officials warn of adverse effects for investors. more »

Gross Says Pimco Fired Him

Bill Gross said he was fired from Pimco, the first time he's publicly confirmed that he was dismissed from the firm he co-founded in 1971. more »

Real Danger of Hot Stocks

Investors may be able to generate extra returns (without extra risk) by betting on unpopular equities. Here’s how. more »

Gross's Fund Got $700 Million From Advisor's Brokerage

The majority of money gathered by Gross’s new fund at Janus Capital Group came from the same Morgan Stanley brokerage where his personal financial adviser works, according to the Wall Street Journal. more »

Vanguard Set to Offer Its First Muni-Bond ETF on Tax-Free Appeal

Vanguard Group plans to offer its first ETF focused on the $3.6 trillion U.S. municipal-bond market. more »

Pimco Total Return Suffers Worst Year Ever for Redemptions

Pimco's biggest mutual fund had the worst year of client withdrawals in the history of fund management as the firm lost both of its co-chief investment officers, Bill Gross and Mohamed El-Erian. more »

Kitces: Best Strategy for Portfolio Withdrawals?

A comparison of 'decision rules' with rebalancing suggests that advisors may not be giving one simple strategy the credit it deserves. more »

Can Mutual Conversions in 2015 Keep Pace with Torrid 2014?

Mutual conversions soared this year as mutual thrift executives sought to raise capital at the behest of investment bankers and others. With many of the biggest mutuals having converted this year, there may be a drop-off in conversions in 2015. more »

Munis Surprise with Strong 2014

Municipals delivered solid performance overall thanks to the strength of the long duration and high-yield segments. more »

Slide Shows