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 Funds Boost Assets but Underperform in Q2: Morningstar
By Janet LevauxThe industry continues to lower expenses as passive management grows in popularity.
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…
July 28, 2014
Alt Mutual Funds Hit $300BMutual funds are the “vehicle of choice” for institutional investors and advisors investing in alternatives, according to the eighth annual…