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.
Target-Date Q3 Update
By Janet LevauxMorningstar-owned Ibbotson Associates says that the average target-date fund lost 1.8% during the third quarter of 2014, while the S&P 500 rose 1.1%…
December 22, 2014
Nationwide agrees to $140M ERISA settlementThe case was scheduled to go to trial in February. Now, a judge must sign off on the settlement.
December 22, 2014
Tiger 21 Ultrawealthy Still Favor Stocks, but Private Equity GainsAnnual survey finds UHNW invest in what they know (like their own companies). Apple noses ahead of Berkshire Hathaway as top stock pick.
December 22, 2014
Meredith Whitney’s Fund Said to Drop 11% as Office Put on MarketHer American Revival Fund has lost money on electronics retailer Conn's Inc. and other poor bets, experts say.
December 20, 2014
Top Portfolio Products: Direxion Launches Income Fund, Closes Gold-Bear ETFIn addition, Palmer Square rolls out a long/short credit fund; Capital adds long/short equity product.
December 19, 2014
Gross ‘Is Our Peyton Manning’: Janus ExecThe fund firm has its eyes on making a touchdown with its first ETF.
December 18, 2014
No Room for Feelings in the MarketI want to discuss the rather annoying tendency of commentators to extrapolate market sentiment to well, infinity and beyond.
December 18, 2014
Fidelity’s Feingold: 5 Investing Strategies for 2015Jeffrey Feingold of Fidelity Magellan, a fund with 16% average annual returns over the past half-century, discusses his investing themes.