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.
Lipper: Best Mutual Fund Groups for 2015
By Janet LevauxThe research firm recognizes funds and families who deliver stronger risk-adjusted returns than their peers.
April 01, 2015
Bill Gross Blasts ‘Hostile’ Investing Climate, Says ‘New Neutral’ Rate Now ZeroThe Janus manager argues that the investing environment is so inhospitable that he is reduced to trading more than owning bonds to deliver shareholder return.
April 01, 2015
Investor Sentiment Hits New Peak in Q1: John Hancock SurveyMost investors believe now is a good or very good time to invest, according to John Hancock's quarterly survey.
March 31, 2015
Investor Confidence Rises for Institutions, but Individuals DisagreeInstitutions may be optimistic about stocks, but affluent investors are stashing cash.
March 30, 2015
Value Investors’ Inconvenient Truth: They Lose to S&P 500Value shop Research Affiliates argues that, ironically, value investors are supplying a premium to other market participants rather than collecting one.
March 30, 2015
Understanding Bond Swaps and Their Tax BenefitsIn a tax swap, you sell the bond and use the proceeds to buy another bond. The capital loss can then offset other capital gains.
March 27, 2015
New Fund Takes Novel Approach to Protecting Against Stock Market LossesNew fund company says it can track the S&P 500, but limit losses to about 12.5% while capturing upside up to 15%.
March 27, 2015
Ameriprise agrees to $27.5m 401(k) settlementThe broker-dealer was accused of charging its employees high fees and using expensive proprietary funds.