Mutual fund

For decades, mutual funds were the default choice for American investors. If one wanted to build wealth, they would pick a few solid mutual funds, set up automatic contributions, and let them grow. But that's changing. Investors are pulling billions from mutual funds and shifting their money into...

Qianhe Capital Management Co., the asset management firm founded by Wang Yawei, a prominent fund manager in China, has made a surprising announcement. The company stated that Wang is currently not involved in its operations, citing personal reasons for his absence. What Happened: Qianhe Capital...

A mutual fund is a professionally managed financial security that pools assets from multiple investors in order to purchase stocks, bonds, or other securities. A fund’s investors may range from individual investors’ 401(k) plans and Individual Retirement Accounts (IRAs) to institutions...

The founder of the index mutual fund has passed away. John “Jack” Bogle is survived by his wife, Eve, and six children. He was 89 years old. Bogle founded the prolific Vanguard Group — the world’s largest mutual fund organization — and wrote several books of...

Benzinga recently had the chance to talk about making alternative investment strategies available to retail investors with Catalyst Funds’ Jerry Szilagyi. At one point, the CEO explained one of the things the firm (which manages about $5.8 billion in assets) was known for was converting hedge...

Catalyst Funds is a decade-old alternative asset management firm with 25 mutual funds and $5.8 billion in assets under management. While the company does have some more traditional long-only equity funds and fixed income funds, that is “definitely not the focus,” CEO Jerry Szilagyi told...

“So, real simple, it's kind of like a decathlon of three events,” said YieldShares founder and CEO Christian Magoon, discussing the strategy the company uses to evaluate closed-end funds for its signature YieldShares High Income ETF Exchange Traded Concepts Trust (NYSE: YYY)....

Investors frequently ask themselves whether to tilt toward value or growth. Research from Eugene Fama, who won the Nobel Prize for economics last year, and his colleagues at the University of Chicago and Dimensional Fund Advisors has shown that value tends to outperform over time. For a lot...

An exchange-traded fund (ETF) is most simply described as a mutual fund that trades like a stock. At the core of this vehicle is a basket of underlying securities that seeks to replicate an index or trading strategy that the ETF sponsor has produced. The first ETF ever created was the SPDR S&...