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.
Morningstar: GuideStone's Duggan on Religious-Based Investing
By James J. GreenChristian-screened funds can stand on their own as investments, CIO Ron Duggard of GuideStone argues, plus "everyone screens" in some way.
August 13, 2015
Morningstar: Hennessy Funds' Brian Peery on Mid CapsThe manager of Hennessy Funds' Cornerstone Mid Cap 30 Fund describes the fund's screening process, including why he focuses on year-over-year rather than quarterly earnings.
August 12, 2015
China’s Confusing Currency Devaluation Means Get ‘Buy Lists’ ReadyThe markets big move on the China story appears to be like most big moves in summertime exaggerated because trading is thin, analysts say.
August 12, 2015
GMO’s Montier: Stocks Are Nowhere Near Fair ValueIt would take 60 years for todays stock market to be considered fair value assuming real interest rates remain at -2%, Montier says.
August 10, 2015
Top Portfolio Products: Franklin Templeton Introduces Flexible Global Bond FundThe fund can invest in global debt obligations of any credit quality, maturity or duration, including derivatives.
August 07, 2015
PIMCO Is Over ‘Gross Effect’ as Break-Even Nears, Owner SaysInvestors pulled $2.5 billion from Total Return in July vs. $3 billion in June, the Newport Beach, California-based firm says
August 07, 2015
PIMCO’s Latest Woes: The Good, the Bad & the UglyThe SEC is looking at odd lot pricing of non-agency MBS, which is no simple matter, says a Morningstar researcher.
August 06, 2015
RBC Slashes Expenses on 4 Mutual Funds in Bid to Attract AdvisorsUnder RBC Globals Cornerstone Investor program, funds expenses will be cut 39%-44%; select advisors who invest minimum of $10 million will get institutional-level services.