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.
3 Investments Retirees Should Avoid: Morningstar’s Benz
By Janet LevauxMorningstar's Christine Benz warns that some assets can add volatility, expenses and stress to retirement portfolios, with little upside.
August 27, 2014
Treasury’s Crime Unit Floats New Customer ID Rules for BDs, Mutual FundsMeanwhile, FinCEN continues to work with the SEC on anti-money laundering rules for advisors.
August 26, 2014
Portfolio Construction: New Trends, New RisksWhere are investors potentially making mistakes when it comes to portfolio construction and asset allocation? OppenheimerFunds Senior Economist Brian Levitt weighs in.
August 25, 2014
Q2 Target-Date UpdateThe average target-date fund posted returns of close to 4% return in the second quarter of 2014, according to Morningstar. The funds were buoyed by U.S.…
August 25, 2014
American Century Exec NamedAmerican Century Investments tapped Glen Casey, formerly with Goldman Sachs, as senior vice president and global head of products early Monday.The fund…
August 25, 2014
Liquid Alternatives: A Quick Coming of AgeIn an unusual twist, the smart money appears to be following the small retail investor into alternative mutual funds, aka liquid alts.
August 25, 2014
Playing the Long Investment GameIn geology, vast time horizons unveil big changes, and in investing, they offer powerful leverage.
August 25, 2014
TD Ameritrade Fee Rebates: A Win or a Loss for Investors, Advisors?Industry experts Lou Harvey and Michael Kitces weigh in on TD and Schwab's moves to support model portfolios.