Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
Asset Manager Awards 2018: Poised for Performance
By Janet LevauxFrom its universe of over 2,800 strategies, the Envestnet | PMC team drills down to a group of about 600 portfolios to uncover a small group of gems. Read on for how these asset managers produce consistent results for investors.
June 27, 2018
Asset Managers of the Year for Large-Cap StrategiesLarge-Cap Asset Managers of Year Wakefield Asset Management and Dana Investment Advisors discuss how their portfolios are consistently successful.
June 27, 2018
Small and Mid-Cap Asset Managers of the YearSmall-/Mid-Cap Asset Managers of the Year Kayne Anderson Rudnick and Baird Equity Asset Management reveal what strategies work best for outperformance.
June 27, 2018
How Exposed Is Your Long/Short Manager?Make sure you know how much market exposure your long/short manager is taking to generate returns.
June 26, 2018
Old Mutual Returns to Africa as Breakup Ends London ListingFrom 2001 through 2011, Old Mutual owned Fidelity & Guaranty Life.
June 26, 2018
401(k) Fund Fees Fell Substantially Since 2000: ICIICI's research also finds that participants who invest in mutual funds in their 401(k) plans tend to hold lower-cost funds.
June 26, 2018
Retirement Assets Slipped Slightly in Q1: ICIRetirement assets accounted for 34% of all household financial assets in the United States at the end of March.
June 25, 2018
10 Reasons Finance Is Going to Keep ChangingWhen I was speaking at an investment conference I was asked a question I wasn't prepared for: "What do you think the financial-services industry will look like in five or 10 years?"