Portfolio

Baron Funds has debuted the Baron Real Estate Fund, a fund that will invest directly in real estate as well as such real estate-related companies as management companies, building products, home furnishings, construction and engineering and infrastructure. The fund even has license to invest in hospitals and correctional facilities and up to 25% of its assets in securities of foreign issuers not publicly traded in the U.S.

Employers that automatically enroll their workers in 401(k) plans tend to match their employees’ savings at a lower level than other employers, according to a report from the Center for Retirement Research at Boston College.

Janus Capital has selected Richard M. Weil, the former chief operating officer of PIMCO, as chief executive officer.

The insurance giant's new ad campaign tries to capitalize on investors' flight to safety.

Richard M. Weil will replace Gary Black, who resigned suddenly in July as the Denver investment manager continued to suffer heavy outflows.

Retail investors will pay $8.95 per online trade in stocks or non-Schwab ETFs.

This is the latest in a growing list of Roth IRA conversion education tools offered by financial services companies.

The current level of confidence continues to be mostly associated with overall performance of the markets.

As if municipal bond closed-end funds needed any more help, the year-end tax selling that customarily plagues the industry every December took the year off in 2009.

During the market downturn, the only takers for REITs seemed to be institutions, which currently comprise 80% of the owners of REITs. Ten years ago, institutional investors held 40% of all REIT shares.