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.
Beware the $300 billion shift into Treasuries from Japan
By Wes GoodmanYields in Europe are negative, and yields in Japan have been pinned near zero since April 2013.
March 10, 2015
Gross Sees First Janus RedemptionsThe client redemptions that plagued Bill Gross at his old job have followed him to his new one.
March 10, 2015
Vanguard Names New Chiefs of Advisor Services, Retail Investor GroupThomas Rampulla will lead the Financial Advisor Services division; Karen Risi will head the $1.3 trillion retail group.
March 08, 2015
Top Portfolio Products: RS Investments Launches 2 Alt FundsArrow rolls out market-factor ETF, while Deutsche adds three hedged fixed-income funds.
March 08, 2015
The Great Mutual Fund ComebackThe six major fund categories have returned an eye-popping 21% a year on average since March 9, 2009, when the markets hit 12-year lows.
March 06, 2015
Advisors Wading Deeper Into Liquid AltsThe liquid alt strategy used by the greatest number of advisors is real estate, a Practical Perspectives report finds.
March 06, 2015
Participants Happy With 401(k) ChoicesA survey released in February by TIAA-CREF found that most retirement plan participants are happy with their investment choices, even if they arent familiar with all of them.
March 04, 2015
Lou Harvey: Obama Just Blew Up Your Business Model; Here’s What to DoIf youre an advisor focused on retirement, the Obama administration has just blown up your own retirement plan. Dalbar's CEO offers a survival plan.