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.
Are 10% Portfolio Returns Reasonable?
By Chris CarosaMany financial advisors, robo-advisors in particular, often rely on historical return data. How reasonable are these averages for retirement investors?
August 06, 2014
Wilshire Launches Liquid Alt IndexesThe news is the latest in a long line of evidence suggesting the asset class is here to stay.
August 03, 2014
Top Portfolio Products: American Century Adds Funds to Fixed-Income LineupAllianz launches an index variable annuity, while Scottrade adds portfolio-rebalancing tool.
July 31, 2014
Dow Erases 2014 Gain Amid Global Selloff as Exxon TumblesU.S. stocks joined a global selloff, erasing the years gains in the Dow Jones Industrial Average, as Exxon Mobil to Micron Technology tumbled amid weaker corporate results.
July 31, 2014
PIMCO’s Gross Fights for the 1% (of ‘Excess Return’) in a 4%-5% WorldBill Gross says weve entered a new epoch of low returns driven by income rather than capital gains, making skilled management all the more critical.
July 28, 2014
Equity Funds Up (Again) in Q2’14“Despite the old adage of ‘sell in May and go away,’ investors kept the pedal to the metal in second quarter 2014, pushing the average…
July 28, 2014
3 Sentences That Explain InvestingWhile the market is still moving along swimmingly, here are three sentences to help ground advisors in reality.
July 28, 2014
Facing the Yield ChallengeHeading into 2014, the consensus view was that U.S. bonds were on the verge of a major bear market and yields on 10-year Treasuries would end the year…