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.
What DC Plan Sponsors Want: Education, and Some Personal Attention
By Danielle AndrusMarket Strategies International has released a survey explaining DC plan sponsors priorities when it comes to choosing a recordkeeper.
June 20, 2014
ETF-Mutual Fund Hybrid: The Next Big Thing?Active managers, take note: a new fund format in the works, ETMFs, could wring 50 basis points out of the cost of your mutual fund.
June 20, 2014
Mutual Funds’ Biggest Worries Are Regulation, ReputationNinety-four percent of mutual fund companies say legal and regulatory risk are their biggest challenges, a survey found.
June 20, 2014
Top Portfolio Products: New MLP Fund From SalientCovestor to launch no-management-fee ETF portfolios; Redhawk Wealth adds SCANalytics.
June 20, 2014
The Contrarian Play: Emerging Markets Energy SectorEmerging markets natural resource companies can be dirty companies, but theyre dirt cheap.
June 19, 2014
Sunglasses-Wearing Bill Gross Says He’s a ‘Cool Dude,’ Forecasts 3%-5% ReturnPIMCOs Gross speaks of The Manchurian Candidate and the press, says Total Return fund is outperforming, and waxes on New Neutral of real Fed rates.
June 19, 2014
3 Top Managers on Their Biggest Mistakes and How They Pick Great StocksChris Davis, Will Danoff and Dennis Lynch admit their mistakes and discuss how they size up the managers of firms they're pondering for their portfolios.
June 18, 2014
Morningstar Goes to CashMorningstar is concerned enough about valuations in U.S. markets that the firms chief investment officer is keeping his unconstrained portfolio at 40% cash.