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.
American Century Grabs Ex-Wilshire Exec to Roll Out Liquid Alts
By Janet LevauxCleo Chang will be in charge of the fund firms introduction of liquid alternative mutual funds expected later this year.
May 15, 2015
No Liquidity for You (or Your Clients): Tactical Allocation FundsRemembering the wisdom of Keynes, advisors should consider the overlooked effects of the rising popularity of tactical funds in client portfolios.
May 14, 2015
Fidelity: How Big, Cheap and Active Beats PassiveA basis point here, a basis point there, and pretty soon youre talking real money.
May 14, 2015
Dividend-Paying Stocks May Be Riskier Than Many Think"Some of the highest dividend-paying stocks tend to be some of the riskiest, says Jim Cahn, CIO of Wealth Enhancement Advisory Services.
May 14, 2015
S&P 500 approaches record as Treasuries rise; Dollar pares slideThe Standard & Poors 500 Index increased 0.7 percent at 11:41 a.m. in New York, climbing within 0.2 percent of a record.
May 14, 2015
SEC Fines Nationwide $8M for Delaying Mailed Customer OrdersFor more than 15 years, Nationwide intentionally delayed delivery of untracked mail containing orders from customers, SEC says.
May 13, 2015
Bill Gross: Still the Bond King—The 2015 IA 35 for 35In spite of a tumultuous few months, the eccentric bond fund manager is still making waves.
May 13, 2015
Socially Responsible Investing: A Way to Attract Younger ClientsMore than one-quarter of investors under 45 allocate at least 25% of their investable assets in socially responsible companies, according to a new survey from Spectrem.