Janus Capital Management, LLC managed a mutual fund called Janus Investment Fund, a third, separate, legal entity.
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These are just three examples of how a savvy investor can cherry pick their favorite investment ideas from mutual fund managers to lower their investment expenses, but be cautioned, this strategy will take more of your time and attention as well.
Since a felony conviction may result in a manager being statutorily barred from managing a mutual fund under the Investment Company Act, the federal statute that regulates mutual funds, certain fund complexes have engaged in fraudulent document creation and destruction to conceal illegalities.
The closest thing mutual fund investment companies have devised to do all that is the multi-asset portfolio product.
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Our analysis has concluded that well over 50% of the billions in mutual fund investment advisory fees retail investors have been paying are excessive.
Lynch eventually took over as director of research for the small investment mutual fund company and in 1977 took over portfolio management of Fidelity's Magellan mutual fund.
In almost every money market fund prospectus, pension fund investment policy statement and bond mutual fund prospectus in the US they usually treat US Treasurys differently from other bonds.
Eliot Spitzer, New York's attorney-general, has built a reputation by uncovering the misdeeds of mutual-fund managers and investment bankers.
This is hardly the investment outcome the mutual fund companies projected in their marketing materials over the past 30 years.
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It's divided into three sections--corporate America, investment America and mutual fund America.
There the consultant, investment manager and mutual fund provider were all affiliates of the employer and there was a vast amount of company stock in the plan.
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The asset management division provides retail investors with a full range of mutual fund and alternative investment products, and institutional clients with a fully integrated asset management offering.
The first group has historically not been agents of change and includes all the big investment managers: mutual fund companies, ETF funds, insurance companies and separate account managers.
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Germany's corporate governance code, introduced in February 2002, is "a big step in getting German companies to think the right way, " says Christian Strenger, director at German mutual fund house DWS Investment.
As we testified, many other abuses such as personal trading by portfolio managers, underwriters parking investment banking client stock in affiliated mutual funds, payment of Investment Company Institute fees from fund assets, have yet to surface as concerns.
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The story line is based on data on mutual fund sales from the Investment Company Institute.
C. (Mickey) Roth, 57, a lanky, white-haired ex-Air Force captain who heads USAA Investment Management, the mutual fund arm.
Their successes, such as the IRA and 401(k) legislation, fueled the boom in mutual fund and other collective investment vehicles aimed at the retail investor.
Kenneth Andrade, investment head of IDFC Mutual Fund in Mumbai who has tracked the sugar industry for over a decade and invested in Renuka's IPO, says he has long admired Narendra for using capital efficiently.
Today a trade association for the mutual fund industry, the Investment Company Institute (ICI), released a study that reveals some surprising news: People who are just retiring now are better off financially than previous generations.
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Everyone from mutual fund companies, to investment brokers, to the financial media has a vested interest in wanting you to believe that if you find out from them what some of the top performing funds are, you too can earn their skyrocketing returns or at least avoid the losses of others.
Variable annuities are merely an insurance company wrapper around a pooled investment account similar to a mutual fund.
The purchase required paying a small brokerage commission, which makes the investment less flexible than a mutual fund.
The second fee structure is a commission model under which the adviser is paid for selling a particular investment product, like a mutual fund or an annuity.
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But data from the Investment Company Institute, a mutual-fund trade group, show that net U.S.-stock mutual-fund purchases in March have been inconsistent and weak, raising questions about how enthusiastic the public really is.
"Some of these funds clearly thought it was going to be a hot deal that they could flip" before the price dropped, said Michael Lipper, president of investment-advisory firm and mutual-fund consultant Lipper Advisory Services.
The mutual fund business has never met an investment trend to which it wasn't willing to pander.
Our report on 2002 mutual fund performance can help you make investment decisions.
We still believe that Vanguard is among the best mutual fund companies offering defined contribution plan investment management, recordkeeping and administrative services.
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"Collective trusts provide the overall benefits of a mutual fund such as professional investment management, a broadly diversified portfolio of holdings, and the like generally at a much more effective price point, " says Winfield Evens, a partner and director at Aon Hewitt, a human-resources consulting firm based in Lincolnshire, Ill.
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