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.
Long-Short Equity Funds: Heroes or Hype?
By Cliff Stanton, CFAMainstream investors' experience with long-short mutual funds has been acquired in an equities bull market; are they really everything investors think they are?
August 31, 2015
Model Portfolios: Watching Inflows and OutflowsModel portfolios can be very helpful, especially in a market decline, but watch for imbalances created by inflows and outflows from the portfolio.
August 28, 2015
High-Quality Stocks Selling at Bargain Prices: MorningstarThere are more high-quality stocks selling below their fair value than there have been for the last three years, according to Morningstar.
August 28, 2015
Top Portfolio Products: New Muni Bond Fund From Vanguard, Market Neutral Stock Fund From HatterasAlso, Envestnet added a CLS Investments strategy to its network, and Guardian Retirement Solutions expanded its investment option lineup.
August 25, 2015
Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 5: Foreign Large Cap BlendThe data seems to show that indexing the Foreign Large Cap Blend space is fairly difficult.
August 24, 2015
Is Now the Time to Buy Energy Stocks?If so, how and what should you buy? Large caps or small, individual equities or mutual funds? A look at the data suggests some strategies.
August 24, 2015
Advisors Urge Investors: Don’t PanicTheir advice to clients as markets plunged: Dont panic, review your portfolio and if your stomach can handle it consider buying more stocks.
August 24, 2015
Christie’s recovery elusive as bond market penalizes New JerseyNew Jersey has a lower rating than any state except Illinois after nine downgrades since Christie took office in January 2010.