Top Funds for Advisor Loyalty
T. Rowe Price and Legg Mason benefited the most this year as advisors' use of mutual funds grew in 2011, and over the next two years a switch to ETFs and SMAs is expected.
Top 10 International Stock Funds in 401(k)s
Here are the 10 most widely distributed international stock funds in the 401(k) and DC industry, according to research firm BrightScope.
Lipper Reports Bad Week for Most Funds
The latest Lipper statistics show that bear funds had a good week while others weakened.
Barclays Wealth Building Business on Lehman Platform
Barclays Wealth managing director Mitch Cox, head of the firm's global investment & product office, is leading the firm as it moves into the second...
Fixed Income Rules
Many funds, fund categories and stock- market indexes have dropped by about 40 percent through December 4, 2008, according to Lipper. The Dow Jones, for...
151 reasons to dump Cox
Call it a Hail Mary. With SEC credibility in the toilet, Obama looks to FINRA head Schapiro to take the reins. Pity Cox (to a...
One of the undisputed benefits of possessing great wealth is that you control your life more than those less blessed. One of the undisputed roles...
(Re)Opened for Business
In last year's annual letter to their shareholders, the managers of Dodge & Cox Stock's $54.6 billion stock fund wrote that outperforming the S&P 500...
Dodge & Cox Funds Reopen
Dodge & Cox is the latest fund family to reopen some of its most popular mutual funds to new investors in an attempt to "better balance subscription and redemption activity." Beginning February 4, new investors can get into the Dodge & Cox Stock (DODGX) and Dodge & Cox Balanced (DODBX)...
Three years ago, Morningstar introduced what it calls its Stewardship Grades. Three years later, it is revising its ranking methodology. Explains Laura Lutton, a Morningstar analyst...