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.
Janus Readies ETF; Edward Jones Pushes Back Fund Rollouts
By Janet LevauxInvestors can expect a new fixed income fund led by ex-PIMCO chief Bill Gross and equity products from Edward Jones' Bridge Builder brand.
March 02, 2015
Rewriting a Great Cold Call ScriptDo not settle, even for greatness, Bill Good writes. Even the best cold calling script ever written can be better.
March 02, 2015
Top Fund Managers NamedMorningstar recently announced its U.S. Fund Manager of the Year award winners for 2014—featuring managers with Primecap Management, JPMorgan, Western…
March 02, 2015
Bill Gross: Hunker Down for Global Currency WarIt was actually the U.S. that fired the first shot in a currency war whose risks investors must mitigate through conservative investments, Janus' Gross warns.
March 01, 2015
Top Portfolio Products: Vanguard to Launch Alt FundThe fund giant plans to add the new fund into its popular managed-payout product.
February 26, 2015
How Much Is an Advisor Worth? Eric Nelson Does the MathWhen a prospect balks at paying advisory fees, Eric Nelson shows the value he adds and what the absence of an advisor can cost.
February 25, 2015
Gold bug Merk: The risks of goldIn the short term, gold introduces volatility, though in the long term the currency manager sees gold as a vital tool for investors.
February 25, 2015
‘No One Should Expect Returns of 5%’: Research AffiliatesAt Research Affiliates event, Chris Brightman calls for advisors to lower client expectations.