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.
Under the Hood: Bond Investing—Preparing for Rate Increases
By Mike PattonWhen rates rise, what bonds do you want your clients to be holding? A look at the options.
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.
January 07, 2015
Axel Merk: What if Things Get Worse?The fund manager lays out the options from portfolio insurance to alternative investments for investors seeking downside protection.