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.
Superior Returns and Advisory Services, ‘for Free’
By Gil WeinreichEric Nelson shows how investors can beat the performance of index funds and get the tremendous value an advisor offers essentially for free.
July 14, 2014
Pro Forecasters Stink, but Individuals Are WorseIndividuals pile into equities while pros pull out? The knee-jerk response is to run away, but it's not quite that simple, Barry Ritholtz says.
July 11, 2014
Equity Fund Returns Up (Again) in Q2: LipperDespite strong results in overseas markets, investors continue to favor domestic funds, research finds.
July 09, 2014
SEC Begins Exam Sweep of Alt Mutual FundsThe SEC is scrutinizing alternative mutual funds, with an exam sweep targeting 15 to 20 fund complexes.
July 09, 2014
On their way out? 401(k) revenue-sharing deals401(k) revenue-sharing arrangements began to decline in 2010 and continued to do so in 2013.
July 08, 2014
Are 401(k) Revenue-Sharing Deals on Their Way Out?About 13% of plans had no form of revenue sharing whatsoever last year, a figure that most expect will only grow.
July 08, 2014
SEC Issues Mutual Fund Prospectus Guide, Delays Annuity Summary PlanThe SEC says mutual fund summary prospectuses should be three to four pages long and written in plain English.
July 08, 2014
Merrill: Using Clients’ Emotions to Build Better PortfoliosMerrill's Michael Liersch is using behavioral finance to zero in on clients unique investment personalities to reach better outcomes.