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.
How Financial Advisors Reacted, or Didn’t, to Market Rout
By Bernice NapachAny financial plan that changes with market conditions is like Frankensteins monster, destroying everything in its path, one advisor said. But others disagreed.
February 08, 2016
How to Protect Clients’ 401(k)s in Messy MarketsYou can navigate the current stock selloff to expand your household AUM to include 401(k) plan assets within self-directed brokerage windows, Ric Lager says.
February 08, 2016
Top Portfolio Products: Mygale Adds European FundThis week's new portfolio products range widely, from European stocks to volatility indexes and municipal bond analysis
February 08, 2016
S&P Sector Performance Reflects Market’s Dim MoodNot all stock market sectors are down sharply this year so far. The performances may surprise you.
February 05, 2016
Shift to Passive Mutual Funds Continued in 2015: PwCLast year through September, passive funds garnered $301 billion, while active registered funds recorded net outflows of $128 billion., PwC reported.
February 05, 2016
GMO’s Grantham: Why the Stock Market Won’t Collapse This YearGrantham, the chief investment strategist of GMO and a perennial bear, is sounding somewhat optimistic about the U.S. economy and market this year.
February 05, 2016
Morningstar’s ‘Unloved’ Mutual Funds Flirt With ContrariansInvesting in the previous year's unloved" funds is a surprisingly resilient strategy, says Morningstars Russell Kinnel.
February 03, 2016
Target Date Funds Post First Yearly Loss Since 2008: ReportThe average TDF gained 3% in Q4, but it wasn't enough to offset a loss for 2015, according to Callan Associates.