Mutual Funds Newswire

Mutual Funds Newswire

Comprehensive Real-Time News Feed for Mutual Funds.

Results 1 - 20 of 8,186 in Mutual Funds

  1. Do Tax Benefits Outweigh Higher Costs of 529 College-Savings Plans?Read the original story w/Photo

    1 hr ago | Morningstar

    Morningstar has been a loud cheerleader for low-cost investing and has noted that 529 college-savings plans often aren't as cheap as traditional mutual funds. But a new study finds that 529 plans' federal tax benefits make them a better choice overall for college savers.

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  2. Are You Devoting Too Much Time (and Money) to Niche Asset Classes?Read the original story

    1 hr ago | Morningstar

    ... larger share of the U.S. equity market, but still less than 10%. The universe of micro-cap stocks, which whole mutual funds devote themselves to, is even smaller--less than 1% of the world's equity market capitalization, as measured by the FTSE ...

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  3. UBS Global Asset Management to Launch Target-Date Collective...Read the original story

    21 min ago | Business Wire

    ... and are not guaranteed by UBS Global Asset Management Trust Company or any of its affiliates. The CITs are not mutual funds and are not registered under the Investment Company Act of 1940 (the "1940 Act"), and their units are not registered under ...

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  4. Rate Hike Now Or Later: Add These Funds To Your PortfolioRead the original story w/Photo

    45 min ago | Seeking Alpha

    ... cash in customer accounts. So when rates rise, they can invest this cash at higher rates. Here we will list 3 mutual funds from the Finance sector that carry either a Zacks Mutual Fund Rank #1 (Strong Buy) or Zacks Mutual Fund Rank #2 (Buy) as we ...

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  5. Cross The Wall Of China, Invest In Hong Kong ETFsRead the original story w/Photo

    45 min ago | Seeking Alpha

    ... and the new cross-border investment scheme announced in the weekend. The new scheme would allow the sale of mutual funds domiciled in Hong Kong and China in each other's market effective July 1. This would result in huge money inflows from the ...

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  6. How do you calculate the excess return of an ETF or indexed mutual fund?Read the original story w/Photo

    1 hr ago | Investopedia

    For exchange-traded funds , the excess return should be equal to the risk-adjusted measure that exceeds the instrument's benchmark or annual expense ratio. It's easy to assess index mutual funds against the benchmark index: just subtract the benchmark's total return from the fund's net asset value to find excess return.

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  7. Top Large-Cap Mutual Funds Feed On Growth StocksRead the original story w/Photo

    Yesterday | Investor's Business Daily

    ... strong clues on what makes it tick. Its recent holdings include such stock market leaders as Large-cap growth mutual funds have been catching up with their counterparts in the core category tracked by Morningstar Inc. Core funds invest in both ...

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  8. A Simple Value Strategy That Kills The S&P 500Read the original story w/Photo

    2 hrs ago | Seeking Alpha

    ... They are determined by the opinion and actions of the largest investors, such as pension funds, endowments and mutual funds, who also happen to be the most conservative market participants. This is simply because their trades are large enough to ...

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  9. 5 Small-Cap Blend Mutual Funds To ConsiderRead the original story w/Photo

    2 hrs ago | Seeking Alpha

    Small-cap blend funds are a type of equity mutual fund which holds in its portfolio a mix of value and growth stocks, where the market capitalization of the stocks are generally lower than $2 billion. Blend funds are also known as "hybrid funds".

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  10. Samsung's Lees Show How to Add $25 Billion in Sales for FreeRead the original story

    3 hrs ago | The Washington Post

    ... Il, head of equities at Seoul- based Korea Investment, which oversees about $32 billion in assets and runs mutual funds investing in only Samsung Group affiliates. "I don't see any unsatisfactory parts from Samsung Group's moves so far." Echoing a ...

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  11. Elizabeth O'Brien's Retire Well: Health savings accounts gain acceptance as retirement toolRead the original story w/Photo

    3 hrs ago | MarketWatch

    ... Financial Wellness Survey by PwC. What's more, less than 5% of all account holders have invested their HSA in mutual funds or other securities. The vast majority of accounts are in cash equivalents, which imply a more short-term focus, according to ...

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  12. Shelton Nasdaq-100 Index Fund wins the 2015 Lipper Fund Award for the...Read the original story

    5 hrs ago | PRWeb

    ... Director, Dennis Clark. Shelton Capital Management, with offices in San Francisco and Denver, has been managing mutual funds since 1985. As of December 31, 2014, the firm manages $1.2 billion in assets. Shelton Capital Management offers its ...

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  13. Ansa Bank achieves second highest profitRead the original story w/Photo

    7 hrs ago | Trinidad Guardian

    ... "We followed that up with a $1.2 billion transaction to fund the housing programme for the country. Also, our mutual funds continue to deliver very strong results. If you are not an investor now, you need to come and see us," he told shareholders at ...

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  14. Easiest Way to Cash in on China's Stock Rally Is to Do NothingRead the original story

    8 hrs ago | Bloomberg

    ... up the capital market, the government said Friday that Hong Kong and mainland investors would be allowed to buy mutual funds in each other's markets starting July 1. That comes six months after the start of a stock link program that allowed ...

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  15. 'Shariah' Mutual Fund scheme deferral: Is govt prejudiced with the word, ask MPsRead the original story w/Photo

    9 hrs ago | Express India

    ... of such instruments are not just Muslims. Countries like the United Kingdom, France, Singapore, and Brazil have mutual funds based on a no-interest principle and are given names like 'Alternate banking' and 'Participatory banking' or 'Interest -free ...

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  16. Are you really prepared for retirement?Read the original story

    10 hrs ago | Examiner.com

    ... retirement funds. This type of account has been offered since 1974 and is an investment or savings product (mutual funds, stocks, bonds, certificates of deposit) that comes with special tax advantages. An IRA can be opened through a financial ...

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  17. AZ529 college savings plan reaches $1 billion milestoneRead the original story

    13 hrs ago | Sonoran News

    ... Investments and Ivy Funds InvestedEd. Investment options include various CD's, advisor-sold and direct-sold mutual funds, index funds, age-based portfolios and customized strategies. A 529 plan can be opened with as little as $15 per month and ...

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  18. Taxes matter in fund investing, even when therea s no billRead the original story

    13 hrs ago | Alaska Journal of Commerce

    We don't need to because we invest in them through a 401 , IRA or another account designed to delay taxes until after retirement. More than half of all money invested in mutual funds is in tax-deferred accounts.

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  19. Why Growth ETFs Continue To Beat ValueRead the original story w/Photo

    13 hrs ago | Seeking Alpha

    ... Additional disclosure: David Fabian, FMD Capital Management, and/or clients may hold positions in the ETFs and mutual funds mentioned above. The commentary does not constitute individualized investment advice. The opinions offered herein are not ...

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  20. Ocean Spray Downgraded; Needs to Cut Payments to Growers, Says S&PRead the original story w/Photo

    13 hrs ago | Barron's

    ... Inside Wall Street column. Topics covered included economics, corporate finance, Fed policy, municipal bonds, mutual funds and dividend investing. She co-authored King of Capital , a biography of Citigroup Chairman Sandy Weill. She is a graduate of ...

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