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.
U.S. Equity Funds Lose Assets as More Investors Go Global
By Janet LevauxMorningstar says investors are turning away from U.S.-equity mutual funds and ETFs — taking some $14.3 billion out of these products in July. That…
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.
August 21, 2015
Top Portfolio Products: New ETFs from Van Eck, Compass EMP and DirexionPortfolio products launched this week include leveraged long and short ETFs based on homebuilding and regional bank sectors, and an active share measure.