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.
Sustainable Investing: Growing Investor Acceptance
By Ed McCarthy, CFP, RICPTotal U.S.-domiciled AUM using SRI strategies grew 76% from 2012 to 2014, the Forum for Sustainable and Responsible Investment reported.
November 02, 2015
10 Things Everyone Should Know About Bond InvestingFor long-term investors, when the Fed raises interest rates is irrelevant to the construction of a high-quality bond portfolio.
November 02, 2015
Soros Pulls $490M Out of Gross’ Janus FundThe redemption by one of the best-known money managers is a setback for Gross, whose new fund has struggled amid mediocre returns.
October 30, 2015
Top Portfolio Products: ETFs of Restaurant Stocks and of China A-SharesHungry for a way to invest in restaurant stocks? Check out the new BITE ETF.
October 30, 2015
How Advisors Can Use ETFs to Minimize 2015 Tax BillsNow is the time for investors to sell money-losing ETFs and stocks to offset capital gains in the current calendar year, Ron DeLegge writes.
October 28, 2015
Robo-Advisors: Just Another Distribution Channel?Conflicting revenue sources, self-dealing, and low client care standards. As Barbara Roper says, "Hows that any different from the rest of the financial services industry?"
October 27, 2015
Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 7: U.S. High Yield BondsWhen it comes to high-yield bonds, you'd be better off with an active strategy in mutual funds.
October 27, 2015
How Problematic Is Credit Fund Illiquidity?An examination of the differences between European and U.S. regulation raises questions on the underlying risks of '40 Act liquid alts funds.