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Portfolio > Mutual Funds

Five Must-Read Fund Items

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FRC: Advisers Still Drive Fund Sales

Despite a reduction in the advisory force, retail advisers still represented nearly 60 percent of total mutual fund gross sales for 2009, according to the Financial Research Corporation (FRC).

The Top-Down on Convertible Funds

Marketwatch writer Chuck Jaffe shows discusses the potential role of convertible funds in volatile markets.

Mutual Funds Primarily Used for Retirement Savings

In 2009, 76 percent of mutual fund —owning households indicated that their primary financial goal for their fund investments was saving for retirement, according to “The 2010 Investment Company Fact Book” released by the Investment Company Institute (ICI).

Fund Companies Drop Unpopular Class B Shares

John Waggoner reviews the declining popularity of B shares.

Costs Matter: Are Fund Investors Voting with Their Feet?

Original research from Vanguard on the influence of fees on funds’ net cash flows.