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.
Energy Stocks: Still Room to Run?
By Ed McCarthy, CFP, RICPOne asset manager shares his views on price volatility in oil and why that means opportunity for investors.
October 05, 2016
Investor Optimism Highest Since ’07 but More Hold Cash: Wells FargoDespite high optimism, investors are moving more money into cash and CDsone of several perplexing findings in a survey by Wells Fargo and Gallup.
October 04, 2016
Janus-Henderson Merger May Not Slow Firms’ OutflowsOne analyst says the deal brings both sides added distribution capabilities in untapped global markets, but its unclear whether outflows can be stopped.
October 04, 2016
Morningstar Launches 27 Indexes to Meet ESG Investing AppetiteThe indexes include global and local companies based on their ethical performance and other measures tied to sustainability, the research firm says.
October 04, 2016
Henderson-Janus Merger Signals Fee Pressures Spurring M&AThe combined asset management firm, Janus Henderson Global Investors Plc, will have $320 billion in assets, plus Bill Gross.
September 30, 2016
Morgan Stanley, Goldman Split on Where Treasuries Will End 2016As Morgan Stanley calls for U.S. bond rally in Q4, Goldman joins Gundlach in view that U.S. 10-year yields should rise to 2%.
September 29, 2016
Vanguard Appoints John James as New Head of HRVanguard has appointed John James to be its new head of human resources beginning Dec. 31.
September 29, 2016
Ex-Fed Chief Greenspan Tapped by Advisors Capital Management as Econ AdvisorAdvisors Capital Management said former Federal Reserve Chairman Alan Greenspan is now an economic advisor to the $1.4 billion RIA firm.
