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: Incapital, Nuveen Launch Equity Unit Trust
By Marlene Y. SatterFirst Trust moves fund to Nasdaq, as Main Street Financial rolls out software and an app.
January 15, 2015
The Great Mutual Fund Expense Ratio LieAfter decades of decrying high expense ratios, we now have evidence that expense ratios are the wrong thing to look at, Chris Carosa writes.
January 13, 2015
Ritholtz: Gross on PIMCO Firing, the Fed, MoreA preview of Barry Ritholtz's interview with Bill Gross, in which he admits that PIMCO fired him.
January 13, 2015
Axel Merk: ‘There Is No Safe Asset Anymore’In a provocative and wide-ranging interview, currency manager Merk says stocks will fall, cash isn't a haven and he "wouldnt touch bonds with a broomstick."
January 13, 2015
‘Ho Hum’ Equity Funds Deliver in Q4: LipperU.S. diversified equity products ticked up 4.6% in the period, while non-U.S. equity funds fell.
January 11, 2015
Top Portfolio Products: PIMCO, Research Affiliates Add StrategiesJ.P. Morgan Asset Management adds an ETF, and Nasdaq said it would buy the RIA and research firm Dorsey Wright & Associates.
January 08, 2015
Gross’s New Janus Fund Got $700M From His Advisor’s BrokerageBill Gross may be getting the ultimate vote of confidence from none other than Bill Gross.
January 07, 2015
SEC to Conduct ‘Presence Exams’ on Never-Examined AdvisorsSECs 2015 exam priorities will include protecting investors, particularly retirees and pre-retirees; market structure issues like cybersecurity; and using data to identify illegal activity.