Mutual Funds http://wealthmanagement.com/taxonomy/term/6615/more en The Top VC Investors? Not Who You’d Think http://wealthmanagement.com/blog/top-vc-investors-not-who-you-d-think <div class="node-body blog-body">Mutual fund and asset managers taking bigger stakes in Silicon Valley unicorns, External IT launches new cybersecurity awareness training and Reagan-era memorabilia exceeds auction estimates. </div> <p><a href="http://wealthmanagement.com/blog/top-vc-investors-not-who-you-d-think" target="_blank">read more</a></p> http://wealthmanagement.com/blog/top-vc-investors-not-who-you-d-think#comments Industry Technology Blogs Mutual Funds Asset Management Valuations The Daily Brief Mon, 26 Sep 2016 10:00:00 +0000 1334201 at http://wealthmanagement.com This Year, Mutual Funds Should Have Bought the Stocks They Hated http://wealthmanagement.com/mutual-funds/year-mutual-funds-should-have-bought-stocks-they-hated <div class="field-byline"> Luke Kawa </div> <div class="node-body article-body">The poor performance of stocks beloved by mutual funds has translated into underperformance in aggregate, with only 16 percent of large-cap mutual funds posting better returns than their benchmarks year to date.</div> <p><a href="http://wealthmanagement.com/mutual-funds/year-mutual-funds-should-have-bought-stocks-they-hated" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/year-mutual-funds-should-have-bought-stocks-they-hated#comments Mutual Funds Thu, 22 Sep 2016 13:05:00 +0000 1331541 at http://wealthmanagement.com Copyright Peter Macdiarmid, Getty Images BlackRock Says Passive Emerging Market Trade Coming Full Circle http://wealthmanagement.com/mutual-funds/blackrock-says-passive-emerging-market-trade-coming-full-circle <div class="field-byline"> Natasha Doff </div> <div class="node-body article-body">BlackRock Inc. is recommending investors switch to actively-managed bond funds if they want the best returns in emerging markets.</div> <p><a href="http://wealthmanagement.com/mutual-funds/blackrock-says-passive-emerging-market-trade-coming-full-circle" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/blackrock-says-passive-emerging-market-trade-coming-full-circle#comments ETFs Mutual Funds Wed, 21 Sep 2016 15:02:00 +0000 1329971 at http://wealthmanagement.com Copyright Andrew Burton, Getty Images MFS Has What Managers Crave: Active Stock Funds That Draw Money http://wealthmanagement.com/mutual-funds/mfs-has-what-managers-crave-active-stock-funds-draw-money <div class="field-byline"> Charles Stein </div> <div class="node-body article-body">As investors flee active managers, MFS Investment Management, which created the first mutual fund in 1924, is staying the course, picking blue-chip stocks and gaining assets.</div> <p><a href="http://wealthmanagement.com/mutual-funds/mfs-has-what-managers-crave-active-stock-funds-draw-money" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/mfs-has-what-managers-crave-active-stock-funds-draw-money#comments Mutual Funds Asset Management Tue, 20 Sep 2016 13:47:00 +0000 1327761 at http://wealthmanagement.com Hunt For Yield Leads U.S. Mutual Fund Managers to Private Assets http://wealthmanagement.com/mutual-funds/hunt-yield-leads-us-mutual-fund-managers-private-assets <div class="field-byline"> David Randall </div> <div class="node-body article-body">With traditional dividend-paying stocks such as utilities and telecom companies trading near record highs, U.S. mutual fund managers desperate for income are increasingly taking a new tack: going private instead.</div> <p><a href="http://wealthmanagement.com/mutual-funds/hunt-yield-leads-us-mutual-fund-managers-private-assets" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/hunt-yield-leads-us-mutual-fund-managers-private-assets#comments Mutual Funds Mon, 19 Sep 2016 12:35:00 +0000 1323871 at http://wealthmanagement.com Saft: Eight Years After Lehman, Finance Remains a Tax On Us All http://wealthmanagement.com/industry/saft-eight-years-after-lehman-finance-remains-tax-us-all <div class="field-byline"> James Saft </div> <div class="node-body article-body">Eight years to the day after the fall of Lehman Brothers and one thing has not changed: finance remains a private tax levied on the rest of us.</div> <p><a href="http://wealthmanagement.com/industry/saft-eight-years-after-lehman-finance-remains-tax-us-all" target="_blank">read more</a></p> http://wealthmanagement.com/industry/saft-eight-years-after-lehman-finance-remains-tax-us-all#comments Industry Mutual Funds Asset Management Thu, 15 Sep 2016 20:07:00 +0000 1322821 at http://wealthmanagement.com <p>It&#39;s been eight years since the fall of Lehman Brothers.</p> Copyright Chung Sung-Jun, Getty Images Market Rally Has U.S. Fund Managers Eyeing Smaller Companies http://wealthmanagement.com/mutual-funds/market-rally-has-us-fund-managers-eyeing-smaller-companies <div class="field-byline"> David Randall </div> <div class="node-body article-body">With the U.S. stock market near record highs, some mutual fund managers say they are opting to go small, picking up the shares of companies with tiny market values that may have more room to grow.</div> <p><a href="http://wealthmanagement.com/mutual-funds/market-rally-has-us-fund-managers-eyeing-smaller-companies" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/market-rally-has-us-fund-managers-eyeing-smaller-companies#comments Mutual Funds Thu, 15 Sep 2016 13:53:00 +0000 1320931 at http://wealthmanagement.com Copyright Spencer Platt, Getty Images 5 Reasons Why Active Management Works http://wealthmanagement.com/etfs/5-reasons-why-active-management-works <div class="node-body article-body">Don't discount active management just yet.</div> <p><a href="http://wealthmanagement.com/etfs/5-reasons-why-active-management-works" target="_blank">read more</a></p> http://wealthmanagement.com/etfs/5-reasons-why-active-management-works#comments Portfolio Strategy & Asset Allocation ETFs Mutual Funds Wed, 14 Sep 2016 11:11:00 +0000 1319631 at http://wealthmanagement.com Copyright Peter Macdiarmid, Getty Images Closed-End Funds: A Passport to Global Assets http://wealthmanagement.com/mutual-funds/closed-end-funds-passport-global-assets <div class="field-byline"> Bev Hendry </div> <div class="node-body article-body">Closed-end funds can make it easier for investors to access less liquid markets and individual countries.</div> <p><a href="http://wealthmanagement.com/mutual-funds/closed-end-funds-passport-global-assets" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/closed-end-funds-passport-global-assets#comments Viewpoints Mutual Funds Asset Management Tue, 13 Sep 2016 15:57:00 +0000 1318311 at http://wealthmanagement.com Copyright China Photos, Getty Images How Index Funds Won the Battle for Acceptance http://wealthmanagement.com/mutual-funds/how-index-funds-won-battle-acceptance <div class="field-byline"> Stephen Mihm </div> <div class="node-body article-body">The real story of the genesis of index funds.</div> <p><a href="http://wealthmanagement.com/mutual-funds/how-index-funds-won-battle-acceptance" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/how-index-funds-won-battle-acceptance#comments Mutual Funds Wed, 07 Sep 2016 14:11:00 +0000 1310031 at http://wealthmanagement.com <p>Jack Bogle&nbsp;didn&#39;t found index funds, but he did bring them to the masses.</p>