Wall Street is a place where trends can cycle nearly as fast as they do in the fashion world, but in the post-bubble years, investors are treating dividend stocks like the always-flattering basic black. To meet the demand from dividend-hungry...
When Ross Perot ran for president in 1992, the Texas billionaire revealed his simple investing strategy: He had put nearly everything into municipal bonds. The approach violated textbook advice that urges investors to hold diversified portfolios...
David Swensen is one of America's greatest investors. As chief investment officer of Yale University, he has produced what has been described as an unparalleled two-decade investment record, averaging 16.1 percent annual returns for the school...
During the first four months of this year, convertible investors witnessed a peculiar event. While the Standard & Poor's 500 dropped 4.0 percent, convertible funds declined 6.6 percent, according to Morningstar. The losses were highly unusual...
When the mutual fund scandals broke in September 2003, New York Attorney General Eliot Spitzer and other politicians described the misdeeds in black-and-white terms. According to the original story line, the villains were mainly mutual funds who...
In the 1980s, Charles Schwab changed the way investors shop for funds, introducing the supermarket. The innovation's main attraction was its ease of use. Investors could scan through dozens of fund choices and select the ones they liked best...
Plenty of clients detest bond mutual funds, their most common gripe: Why own these never-maturing bonds when the Fed is trying to nudge up interest rates? When interest rates rise, bond funds sink, so in times like these many investors feel more...
American Funds Distributors is the fund company that said no. While in the past few years many funds sued by regulators have been quick to settle, American, the second-largest fund family in the U.S. with $650 billion in assets is fighting back...
Under departing Chairman William Donaldson, the SEC generated plenty of noisy headlines. But one of the Commission's most decisive actions received little attention; it recently eliminated a class of investments: stable value mutual funds. Stable...
Price wars have hit a variety of industries recently, including airlines and wireless phone providers. Will mutual funds be next? A few signs of funds discounting have appeared. In April, American Funds slashed expense ratios 10 percent. Earlier...