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.
Top Portfolio Products: Nasdaq to Launch Energy Futures Market
By Marlene Y. SatterSunGard introduces managed investment solution; Envestnet rolls out online education.
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.
March 04, 2015
Janus Readies ETF; Edward Jones Pushes Back Fund RolloutsInvestors can expect a new fixed income fund led by ex-PIMCO chief Bill Gross and equity products from Edward Jones' Bridge Builder brand.