Mutual Funds News
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2 hrs ago | Kiplinger Online
With many things, you really do get what you pay for. But not when it comes to investing.
6 hrs ago | Chosun Ilbo
Alibaba plans to increase the size of its U.S. initial public offering because of "overwhelming" investor demand, people familiar with the deal said on Monday. The Chinese e-commerce company launched the IPO last week and had enough investor demand to cover the entire deal within two days, people familiar with the process said last week.
One of the most discussed items of the mutual fund universe are Loads; known as mutual fund sales charges. There are different kinds of Loads, but they are all similar, and the end result is that the loads take money out of your return before, during, or after your investment in the fund.
Oaktree Capital Group LLC, the world's biggest distressed-debt firm, is starting its first in- house mutual funds as it joins the largest private-fund managers in raising money from individual investors. The Los Angeles-based firm filed today with the U.S. Securities and Exchange Commission to sell shares in the Oaktree High Yield Bond Fund and the Oaktree Emerging Markets Equity Fund.
The stock broke out past a 66.57 cup-with-handle buy point in June and rose as much as 15% over the next month. It then formed a five-week flat base with a 76.09 entry, which it initially cleared Sept.
In last week's column , I pointed out that one big negative about equity mutual funds is that you don't have much control over taxes. The fund decides which investments to sell and when.
The Large Cap Blend style ranks first out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Attractive rating, which is based on aggregation of ratings of 46 ETFs and 944 mutual funds in the Large Cap Blend style as of July 23, 2014.
An employee sits next to a logo of Alibaba during a media tour organised by government officials at the company's headquarters on the outskirts of Hangzhou, Zhejiang province, June 20, 2012. Photo - Reuters Alibaba Group Holding Ltd could have sold nearly $2 billion worth of stock without lifting a finger.
One of the biggest mistakes retirees make when calculating their living expenses is forgetting how big a bite state and federal taxes can take out of savings. And how you tap your accounts can make a big difference in what you ultimately pay to Uncle Sam.
One of the most common financial misconceptions among the American public is assuming the words "stocks" and "risk" are synonymous. This can definitely be true in many cases, and if you invest in stocks without really knowing what you're doing, you're just asking for disaster.
During periods of low yields and market volatility, more than a few experts recommend dividend stocks and funds. This may sound like good advice, but unfortunately, it is often based on misconceptions and anecdotal evidence.
Dear Mr. Berko: Several weeks ago, your email advice to our 32-year-old college-educated son about Social Security was distressing and frightening, and went overboard with negativity. It illustrated your lack of faith in the American system.
Instead of lending to just the government or some faceless corporation, what if your bond mutual fund also helped to vaccinate kids around the world? Or helped finance a clean-water project or solar-energy farm? More mutual fund managers are seeking bonds that not only do well but also promote a positive impact on the environment, society and corporate governance. It's a concept called socially responsible investing, and it's long been dominated by stock mutual funds.
Enthused by the ongoing rally in the stock markets, mutual fund houses are bullish about industry growth driven by equity-oriented funds. Enthused by the ongoing rally in the stock markets, mutual fund houses are bullish about industry growth driven by equity-oriented funds.
The 401K plan gets a lot of flak by people who focus on the hidden fees and the lack of choice in them. Not even the company match and the deferred tax features of a 401K can overcome that in some people's minds.
It's possible that the 401 plan has failed. Don't believe it? Take a look at your latest account statement.
Updated: Tue Sep 16, 2014 10:11 am
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