Most Active Articles 2009-11-25T05:01:16.012-05:00 Business Exchange Business_Exchange@businessweek.com urn:com:businessweek:bx:topic:most-active:mutual-funds-investing Peter Lo plo6802 urn:com:businessweek:bx:article:2738005323164552462-a06b804189abec25a10191bafba1a838 2009-11-09T11:28:00.668-05:00

Mutual fund manager T. Rowe Price Group Inc. said Monday it is buying a 26 percent stake in Indian asset manager and mutual fund company UTI Asset Management Co. and UTI Trustee Co. for about $138 million. UTI serves at least 9.75 million investor...

Mutual fund manager T. Rowe Price Group Inc. said Monday it is buying a 26 percent stake in Indian asset manager and mutual fund company UTI Asset Management Co. and UTI Trustee Co. for about $138 million. UTI serves at least 9.75 million investor... http://www.businessweek.com/ap/financialnews/D9BS2L101.htm Leslie MacCallum lmaccallum946 3 2 0 1 urn:com:businessweek:bx:article:8126057336074821023-ea54f6e002f6b1c2223a73dd1266d555 2009-11-05T14:48:30.409-05:00

We don't normally write about mutual funds, but first the Supreme Court case on mutual fund fees and now this? It's too good to pass up. Isolated incident? Maybe.

We don't normally write about mutual funds, but first the Supreme Court case on mutual fund fees and now this? It's too good to pass up. Isolated incident? Maybe. http://www.brokernewsblog.com/index.php/20091105246/Broker-News/Regulation/Value-Line-Fined-$44-Million-by-SEC-CEO-Resigns-VALU-MHP-MORN.html Dan Olson dolson229 2 1 0 1 urn:com:businessweek:bx:article:13635715705581112707-cf138ab5d12c78e88664e0b35f7459e1 2009-11-03T12:35:21.179-05:00

Things are bound to get a little messy when you start wading through the backwater sludge that is mutual fund industry fees. While we don't...

Things are bound to get a little messy when you start wading through the backwater sludge that is mutual fund industry fees. While we don't... http://www.brokernewsblog.com/index.php/20091103243/Broker-News/Regulation/Thoughts-and-Quotes-from-the-Supreme-Court-Case-on-Mutual-Fund-Fees-SCHW-MORN-BLK.html Dan Olson dolson229 5 4 0 1 urn:com:businessweek:bx:article:17629394656488307693-372ce315ba293c0690ee0566398c72f1 2009-10-19T17:21:14.460-04:00

SAN FRANCISCO — The trouble with mutual funds is that investors can feel as though they have put their money in a black box. The 90 million Americans with money in funds know little about fees, what securities their money is invested in and who is...

SAN FRANCISCO — The trouble with mutual funds is that investors can feel as though they have put their money in a black box. The 90 million Americans with money in funds know little about fees, what securities their money is invested in and who is... http://www.nytimes.com/2009/10/19/technology/start-ups/19kaching.html?_r=1&ref=business Dan Olson dolson229 7 5 0 2 urn:com:businessweek:bx:article:788375837051635536-4e392d1e321b792e10584c9695f8bf81 2009-04-07T02:35:00.000-04:00

LinksList Documentid: 19980366 Expiration DateTime: 4/7/2009 11:36:06 AM

LinksList Documentid: 19980366 Expiration DateTime: 4/7/2009 11:36:06 AM http://c.moreover.com/click/here.pl?r1910415852&f=9791 154 154 0 0 urn:com:businessweek:bx:article:1165544335171419211-f7390f8f7bfae19bbeac4ad47c8a97eb 2009-10-29T18:21:56.689-04:00

Forget the Nobel Prize for economics, Marketplace's Chris Farrell wants to hand out his own award: The Marketplace Money Prize in Personal Finance. And the winner is ... Economics editor Chris...

Forget the Nobel Prize for economics, Marketplace's Chris Farrell wants to hand out his own award: The Marketplace Money Prize in Personal Finance. And the winner is ... Economics editor Chris... http://marketplace.publicradio.org/display/web/2009/10/16/mm-farrell-commentary/ Suzanne Woolley swoolley541 3 2 0 1 urn:com:businessweek:bx:article:12318112968742400680-016fbc2a8954bfc40c1b3c7e390d12c7 2009-11-03T12:57:40.349-05:00

The Supreme Court seemed likely that it would maintain the limits on fees investment planners can charge within mutual funds, rather than embrace a new approach proposed by a Chicago judge. investors accuse the managers of the Oakmark series of mutual funds of taking excessive fees, which heard oral arguments Monday in the case of Jones v. Harris Associates.

The Supreme Court seemed likely that it would maintain the limits on fees investment planners can charge within mutual funds, rather than embrace a new approach proposed by a Chicago judge. investors accuse the managers of the Oakmark series of mutual funds of taking excessive fees, which heard oral arguments Monday in the case of Jones v. Harris Associates. http://www.erollover.com/blog/supreme-count-mutual-fund-fee-limits/ Mike Rowan mrowan998 0 0 0 0 urn:com:businessweek:bx:article:9158381890810048120-5fc3f9243b50e53895a052967c2fb476 2009-10-29T18:28:21.734-04:00

"Do one thing, and do it well," the old line goes. For L.A.-based money manager American Funds, that "one thing" for the last 80 years has been to invest in stocks worldwide with a buy-and-hold approach. Racking up healthy returns for its investors...

"Do one thing, and do it well," the old line goes. For L.A.-based money manager American Funds, that "one thing" for the last 80 years has been to invest in stocks worldwide with a buy-and-hold approach. Racking up healthy returns for its investors... http://www.latimes.com/business/la-fi-petruno24-2009oct24,0,6048816.column Suzanne Woolley swoolley541 4 4 0 0 urn:com:businessweek:bx:article:12441627086037836136-86f3d3fb0dd6bfefbb750998fc93bd8e 2009-10-08T22:45:10.718-04:00

While it has been established that most actively managed mutual funds lag behind their indexes over time, a new study further twists the knife: Active management suffers even more by comparison on a risk-adjusted basis.

While it has been established that most actively managed mutual funds lag behind their indexes over time, a new study further twists the knife: Active management suffers even more by comparison on a risk-adjusted basis. http://online.wsj.com/article/SB125496189450072189.html Suzanne Woolley swoolley541 6 6 0 0 urn:com:businessweek:bx:article:10825377317447177910-84b4ec113082b57d5247f1ead873e234 2009-10-04T13:04:04.870-04:00

The firm founded by famed distressed-securities investor Marty Whitman just launched a fund that should pay juicy yields...Third Avenue Value Focused Credit (symbol TFCVX) is run by two veterans...

The firm founded by famed distressed-securities investor Marty Whitman just launched a fund that should pay juicy yields...Third Avenue Value Focused Credit (symbol TFCVX) is run by two veterans... http://www.kiplinger.com/columns/value/archive/2009/va0910.htm Suzanne Woolley swoolley541 4 3 0 1 urn:com:businessweek:bx:article:13005479477098077176-37546aab807eaec202c73f5dfde15cfc 2009-10-04T12:57:55.284-04:00

While some investors fear a stock bubble in China, Marty Whitman, manager of the Third Avenue Value fund, still sees value in Hong Kong-based...

While some investors fear a stock bubble in China, Marty Whitman, manager of the Third Avenue Value fund, still sees value in Hong Kong-based... http://money.cnn.com/2009/10/02/pf/funds/third_avenue_fund.fortune/?postversion=2009100210 Suzanne Woolley swoolley541 4 3 0 1 urn:com:businessweek:bx:article:7422452219761755817-e6bb6b24e434f51f2bbf97377190c9bb 2009-10-04T12:27:01.639-04:00

Morningstar's Christopher Davis took a peek at Ned Johnson's Fidelity fund holdings, and was surprised to discover that Johnson "keeps next to nothing in his firm's mostly top-rate bond fund lineup."

Morningstar's Christopher Davis took a peek at Ned Johnson's Fidelity fund holdings, and was surprised to discover that Johnson "keeps next to nothing in his firm's mostly top-rate bond fund lineup." http://www.mutualfundwire.com/article.asp?template=article&storyID=22732&wire=MFWire&wireID=2&bhcp=1 Suzanne Woolley swoolley541 2 2 0 0 urn:com:businessweek:bx:article:169670912662869870-ae0c9347ade61131bec68f9809e356d9 2009-10-04T12:28:36.230-04:00

Mutual fund managers tend to be a little older than the rest of the population. This makes some sense--it's not an easy job to get, the skills necessary to do it well are hard-won by experience, and though there are certainly younger managers out...

Mutual fund managers tend to be a little older than the rest of the population. This makes some sense--it's not an easy job to get, the skills necessary to do it well are hard-won by experience, and though there are certainly younger managers out... http://www.forbes.com/2009/09/10/managers-mutual-funds-intelligent-investing-retire.html Suzanne Woolley swoolley541 1 1 0 0 urn:com:businessweek:bx:article:10332803218801656179-2881a2dba24adbe29d855ddc101cb6d8 2009-10-04T12:22:59.543-04:00

The reputations of Wall Street securities analysts have taken some lumps in recent years, after disclosures that some were recommending stocks they didn't really like to help their firms keep corporate clients happy.

The reputations of Wall Street securities analysts have taken some lumps in recent years, after disclosures that some were recommending stocks they didn't really like to help their firms keep corporate clients happy. http://online.wsj.com/article/SB125392010284642485.html Suzanne Woolley swoolley541 1 1 0 0 urn:com:businessweek:bx:article:8886013523700767140-83a003085dce3435ae4faf3077b5d76b 2009-10-04T12:18:25.882-04:00

In this newly created role at Fidelity Institutional Wealth Services, Canter will be responsible for a variety of client-related functions including business development, business analytics and coordination of compliance and risk management activities...

In this newly created role at Fidelity Institutional Wealth Services, Canter will be responsible for a variety of client-related functions including business development, business analytics and coordination of compliance and risk management activities... http://online.wsj.com/article/BT-CO-20090930-712301.html Suzanne Woolley swoolley541 1 1 0 0 urn:com:businessweek:bx:article:5100464169188223722-34170b6706aa18840a7b4e8911409c76 2009-09-30T22:43:32.284-04:00

Vanguard recently announced it will make an enormous new foray into bond indexing with what appears to be the goal of wresting control of the exchange-traded bond fund market from Barclays' iShares group and going head-to-head with planned offerings from PIMCO as well as new entries that might come from the iShares acquirer BlackRock Inc.

Vanguard recently announced it will make an enormous new foray into bond indexing with what appears to be the goal of wresting control of the exchange-traded bond fund market from Barclays' iShares group and going head-to-head with planned offerings from PIMCO as well as new entries that might come from the iShares acquirer BlackRock Inc. http://www.investorplace.com/experts/dan_wiener/articles/new-vanguard-bond-index-funds.html Louis Navellier lnavellier529 2 2 0 0 urn:com:businessweek:bx:article:10026278552057692523-bca902f83f83058b623d23afb42730cf 2009-10-04T12:30:03.283-04:00

In the 1980s, when stocks mostly surged, a few mutual fund managers became the equivalent of rock stars. Tops among them: Peter Lynch, who racked up average annual returns of a remarkable 29 percent...

In the 1980s, when stocks mostly surged, a few mutual fund managers became the equivalent of rock stars. Tops among them: Peter Lynch, who racked up average annual returns of a remarkable 29 percent... http://www.nj.com/business/index.ssf/2009/10/magellan_fund_manager_enjoys_s.html Suzanne Woolley swoolley541 0 0 0 0 urn:com:businessweek:bx:article:15098353864757693494-a090b2af33b91f2afc14c73df746627c 2009-09-23T12:18:38.480-04:00

If you call the Chicago office of the Bruce Fund (BRUFX), chances are one of its two co-managers—Robert Bruce or his son, Jeffrey Bruce—will pick up the phone. They are, after all, the fund's only employees. Yet despite this dearth of personnel—or...

If you call the Chicago office of the Bruce Fund (BRUFX), chances are one of its two co-managers—Robert Bruce or his son, Jeffrey Bruce—will pick up the phone. They are, after all, the fund's only employees. Yet despite this dearth of personnel—or... http://www.businessweek.com/magazine/content/09_39/b4148078553973.htm?chan=magazine+channel_personal+business&chan=investing_investing+index+page_stocks+%2Bamp%3B+markets Karyn McCormack kmccormack660 4 4 0 0 urn:com:businessweek:bx:article:10868291842993693202-9dc46739029fe46f1d5b065285710ac2 2009-10-03T10:08:03.093-04:00

Last year was one of the best showings for bonds in more than a decade: Ibbotson Associates' index of long-term government Treasuries returned 26%. In the first eight months of 2009, however, the index lost 11.5%. Bad news for investors, who poured...

Last year was one of the best showings for bonds in more than a decade: Ibbotson Associates' index of long-term government Treasuries returned 26%. In the first eight months of 2009, however, the index lost 11.5%. Bad news for investors, who poured... http://www.businessweek.com/magazine/content/09_40/b4149074722807.htm?chan=magazine+channel_personal+business Prodic Lurman plurman133 0 0 0 0 urn:com:businessweek:bx:article:4866459428962064975-0ec5267fdf1b81cbccbe07a06fbf240b 2009-08-18T11:06:47.698-04:00

The collapse of Lehman Brothers on Sept. 15, 2008, and the ensuing stock market crash forced Bob Olstein, who has been analyzing companies' financial statements and managing money for 41 years, to change the way he evaluates and invests in stocks.

The collapse of Lehman Brothers on Sept. 15, 2008, and the ensuing stock market crash forced Bob Olstein, who has been analyzing companies' financial statements and managing money for 41 years, to change the way he evaluates and invests in stocks. http://www.businessweek.com/investor/content/aug2009/pi20090817_125793.htm?chan=investing_investing+index+page_top+stories Karyn McCormack kmccormack660 3 1 1 1 urn:com:businessweek:bx:article:9249877100349614067-f04f27daceae7f3055065041f430cccf 2009-09-15T10:28:58.599-04:00

Here are several other Vanguard funds I'd like to see in your 401(k) portfolio. Some of these won't be available to you — but you can go to your plan administrator and request them. You might need to rally some of your colleagues to apply pressure on your benefits department. But remember, it's your retirement, not theirs. Don't be shy.

Here are several other Vanguard funds I'd like to see in your 401(k) portfolio. Some of these won't be available to you — but you can go to your plan administrator and request them. You might need to rally some of your colleagues to apply pressure on your benefits department. But remember, it's your retirement, not theirs. Don't be shy. http://www.investorplace.com/experts/dan_wiener/articles/best-vanguard-mutual-funds-for-401k.html Reagan Brown rbrown520 6 6 0 0 urn:com:businessweek:bx:article:17070712861851129756-545111331d3f798dbcd552847d9065b7 2009-09-23T10:58:16.414-04:00

Some prominent mutual funds have made spectacular comebacks this year, but the investor dollars aren't following.

Some prominent mutual funds have made spectacular comebacks this year, but the investor dollars aren't following. http://online.wsj.com/article/SB125367122001532845.html Karyn McCormack kmccormack660 2 2 0 0 urn:com:businessweek:bx:article:9884042937381668093-2f282a3e14e79465650bc7a93c0128f7 2009-04-24T09:47:32.189-04:00

BusinessWeek asked successful portfolio managers how they navigated a nasty recession and financial crisis

BusinessWeek asked successful portfolio managers how they navigated a nasty recession and financial crisis http://www.businessweek.com/investor/content/apr2009/pi20090423_389079.htm?chan=investing_investing+index+page_top+stories Karyn McCormack kmccormack660 18 17 1 0 urn:com:businessweek:bx:article:3160081977769960187-07f31f9edd0e9a834f283e0878ac3dc1 2009-09-21T21:00:33.405-04:00

How to decide if matching your money with your values makes financial sense The term "socially responsible investing" often makes people think of divesting assets from certain countries or avoiding putting money into military companies.

How to decide if matching your money with your values makes financial sense The term "socially responsible investing" often makes people think of divesting assets from certain countries or avoiding putting money into military companies. http://www.ihavenet.com/Investing-Should-You-Invest-in-Socially-Responsible-Funds.html Dean Mikelis dmikelis084 1 1 0 0 urn:com:businessweek:bx:article:15453311147627666670-19d8c6c93dc29c6293043d2cefd8b6f0 2009-03-31T13:00:55.615-04:00

Money-market mutual funds hold about $3.9 trillion in assets, and have become increasingly popular places to park cash amid the beating that stocks and even bonds have taken lately. Here are tips from experts on how to find the best money funds: 1.

Money-market mutual funds hold about $3.9 trillion in assets, and have become increasingly popular places to park cash amid the beating that stocks and even bonds have taken lately. Here are tips from experts on how to find the best money funds: 1. http://www.businessweek.com/ap/financialnews/D96SO62O0.htm Peter Lo plo6802 20 19 1 0