Mutual Fund Roundup: March 2013

Saturday, March 30, 2013

03/30/13 COMPREHENSIVE REAL-TIME NEWS FEED FOR MUTUAL FUNDS

Real Mastermind Behind Dell Buyout? Perhaps Not Billionaire Michael Dell _{2013-03-30, 07:42 am}
... Southeastern is known more for investing in businesses than running them. Through managed accounts and three mutual funds, Southeastern holds postions in companies like Loews, Directv, FedEx and Consol Energy. The asset manager is known for a ...
Bubble bigger than housing about to pop _{2013-03-30, 07:22 am}
... have been flocking into the safety of Treasury bonds. In just the past four years, investments into bond mutual funds have doubled to $4 trillion. But this perceived bastion of safety is more like a ticking time bomb waiting to explode. And when it ...
Are Bond ETFs Making a Comeback? _{2013-03-30, 06:22 am}
... ETFs easier to understand. Gary Gordon, Pacific Park Financial and/or its clients may hold positions in ETFs, mutual funds and investment assets mentioned. The commentary does not constitute individualized investment advice. The opinions offered are ...
mutual funds _{2013-03-30, 06:21 am}
... Institute. Full story Google has surpassed Apple to become the most-owned stock by 50 actively managed U.S. mutual funds. John Abell and CNBC's John Carney, discuss. Total U.S. money market mutual fund assets fell $16.70 billion to $2.646 trillion ...
Euro Tremors Send Message: Diversify Currencies And Add Precious Metals _{2013-03-30, 04:30 am}
... from foreign funds. However, many people are fleeing to the "safety" of bonds which had a net $5.2 Bn inflow in mutual funds and ETFs for the week, Lipper reports . Big Problem : Loan/deposit ratios are falling. Banks are scared, consumers are ...
CEF Weekly Review: Source Capital _{2013-03-30, 02:19 am}
... past Thursday (March 28). However, the Nasdaq Composite Index remains 50% below its recent average of 2000. Mutual Funds : Mutual funds data (sources) has been earmarked to total taxable bond funds. The five weeks of data represents $22.7 billion in ...
Three strategies that beat the market-timers _{2013-03-29, 09:46 pm}
... 20 years; at 8.2%, it would be worth $48,456 after 20 years. The gap in performance is due in part to the fees mutual funds charge, but also to investors making emotional decisions to jump in and out of the market at inopportune times. "They get ...
Buz Livingston: Be careful what you wish for _{2012-11-11, 03:00 am}
... timing is a fool's errand. Funds earmarked for the next two to four years should never be invested in stock mutual funds or ETFs. The market does not care what your needs are. A house down payment, an emergency fund or college tuition are examples ...
A partnership comes full circle _{2013-03-29, 07:24 pm}
As a seventh-grader attending Sul Ross Middle School in 1996, Marcy De La Garza wasn't quite sure what a scholarship was when selected for a trial mentorship program between her school and the local arm of a mutual funds company, Capital Group Cos.
Where to beat the market: small-cap foreign funds _{2013-03-29, 07:19 pm}
... billion from managed large-cap stock funds. In contrast, a net $61 billion was deposited into large-cap index mutual funds and ETFs. There have been standout managed funds in recent years. Consider the top diversified U.S. stock funds of last year. ...
's top 10 stories, March 25 - 29 _{2013-03-29, 07:06 pm}
... by adding riskier corporate debt and avoiding government bonds. A tougher road likely lies ahead for U.S. bond mutual funds and index-tracking exchange traded funds. Why bond funds and ETFs are breaking. Money-market funds, thought to be one of the ...
ShareOwner lets small investor build wealth, piece by piece _{2013-03-29, 06:09 pm}
... U.S. companies and popular ETFs. The firm recently doubled its menu of available securities to more than 450. Mutual funds aren't available at ShareOwner, and neither are bonds or GICs. The website is fairly basic, although Mr. Seago plans to ...
Retirement Weekly: New and Noteworthy _{2013-03-29, 05:16 pm}
... formed unit DoubleLine Equity. (SmartBrief/Reuters) Guinness Atkinson, the money manager known for its active mutual funds focused on alternative energy and Asia, filed regulatory paperwork with the Securities and Exchange Commission to gain ...
The Simple Truth about Hedge Funds _{2013-03-29, 04:49 pm}
... or simply as a odd source of humour and diversion ("Hedge Fund Hippies"). Hedge funds have been described as "mutual funds on steroids." This is not an entirely unhelpful first impression. If mutual funds take risks on what stocks will go up and ...
The BlackRock Bond Braintrust: EM Bonds Should Rise in Value & be Less Volatile _{2013-03-29, 03:49 pm}
... Gould of Wunderlich Securities. James has over 25 years of fixed income experience, including working with mutual funds, charitable foundations and individuals. Most recently, he has devised a low-cost portfolio of bond etfs that can be tailored to ...
Danger Zone For This Week: PowerShares S&P Small-Cap Consumer Staples Portfolio _{2013-03-29, 02:39 pm}
... Danger Zone this week. Despite the Consumer Staples Sector being ranked #1 in my Sector Rankings for ETFs and Mutual Funds report , PSCC is one of the worst sector ETFs I cover. There is no guarantee that any two Consumer Staples ETFs are going to ...
7 Ways to Turn $250,000 Into Retirement Income _{2013-03-29, 12:55 pm}
... stocks if you're focused on cash flow," Stearns says. He cited AT&T and Verizon as examples. Then there's mutual funds: "Put the other half in opportunistic bond managers like Loomis Sayles Bond, Pimco All Asset and Total Return [funds], Osterweis ...
How to Add Real Diversity to Your Portfolio _{2013-03-29, 12:01 pm}
... risk. The best thing about diversification is that you don't have to necessarily do it all yourself. There are mutual funds that can do it for you by dividing their investments across asset classes. You still have to do some homework to make sure ...
The Stock Market Correction That Hasn't Happened _{2013-03-28, 03:34 pm}
... negative, after accounting for inflation - and investing more in both bonds and stocks, usually through mutual funds. "The money going into stocks is mostly cash coming off the sidelines," says Russ Koesterich of investing firm BlackRock. "A lot of ...
BKLN _{2013-03-29, 02:02 pm}
... funds may be seeing inflows, but it's not coming at the expense of bond funds. Lipper reports that taxable bond mutual funds and ETFs recorded a 12th straight week of net inflows, adding an aggregate $3.8 billion in investor cash last week. ...

03/30/13 Roundup News Blog Links

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