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Portfolio > Mutual Funds

Six Fund Items for Advisors in the Know

By Ed McCarthy, CFP, RICP

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Double-Dip Trouble: Stock-Fund Gains Dissolve in Quarter as 2010 Turns Perilous

MarketWatch columnist Jonathan Burton reviews funds’ second-quarter performance and the news isn’t good.

Inflation: Beat It Over the Long Term

Bill Ralls, CFA, senior vice-president, Investment Services, Fidelity Research, looks at the inflation-hedge performance of various asset classes and fund groups.

You May Have More in Emerging Markets Than You Thought

Morningstar senior mutual fund analyst Kevin McDevitt writes about gaining exposure to emerging markets.

Russell Launches Multi-Manager Commodity Strategies Fund

According to Russell Investments, the new fund is the first U.S. multi-manager mutual fund with a specific commodities mandate.

Two Fidelity Alumni Aim to Reveal Fund Outperformers…In Advance

Neal Anderson at The Mutual Fund Wire.com looks at a new mutual fund analysis tool from Investment Risk Management Systems.

Absolute-Return Funds: Not Always What They Seem

Jane Kim of the Wall Street Journal casts a critical eye on absolute-return funds’ performance.