Investment

Class B shares fell out of favor with fund investors two years ago, and they raise some suitability issues that may make brokers wary. Yet, to some, Class Bs remain a good option for small investors.

Whether it's a money market fund or a long-term bond portfolio, one of the first things many investors professionals and novices alike want to know about a bond fund is its yield. Many view a fund's yield as an approximation of the income a fund...

How useful are analysts' recommendations? The argument has been raging for years. There have been numerous academic studies and even actual matches between and real-life stock pickers remember the Wall Street Journal's dartboard contest, in which...

Recent inquiries into mutual fund sales practices undermines the we-are-consultants rhetoric.

How do you define style? When it comes to mutual fund investing, this is no idle question. After all, every advisor looks at the world of mutual funds and analyzes them by their stated investment styles growth, value, whatever. The trouble is...

As a financial advisor, it makes sense to help your clients with anything related to their investments. That could include helping them to get a slice of the payout from class actions against companies being sued for crooked accounting and other...

Bill Gross, manager of the Pimco Total Return fund, is arguably America's best known money manager. Called the Peter Lynch of the bond world, Gross's three-decade investment record in which he has beaten a key bond benchmark in 23 of 29 years has...

Washington's effort to make fund marketing more transparent could make selling these products a lot trickier for brokers.

Once considered heresy, market timing is now advocated by managers who expect the markets to remain choppy.

Investments in non-dollar denominated assets are a nice hedge now.