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Five Fund News Items for Advisors in the Know

By Ed McCarthy, CFP, RICP

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How Expense Ratios and Star Ratings Predict Success

Morningstar’s Russell Kinnel examines the predictive power of funds’ expense ratios and Morningstar’s star ratings.

Fidelity Finds Investor Response to Continuing Market Volatility Varies Significantly Among Different Investor Types

Fidelity recently polled active investors and general investors to determine how the market environment is impacting both groups’ investing behaviors.

Money-Market Funds Keep Greater European Exposure

MarketWatch’s Sam Mamudi covers the increased buying of European bank debt by U.S. money market funds.

Cheaper Choice in 401(k)s

Jane Hodges at the Wall Street Journal considers how some 401(k) plans are using collective investment trusts instead of mutual funds.

SEC Letter to ICI on Funds Use of Derivatives

SEC staff provides guidance on how mutual funds should disclose their use of derivatives.

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