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.
Alternative-Fund Concentration
By Janet LevauxThe Money Management Institute released a study in early May that shows how advisors in wirehouse broker-dealers are working with investors to add alternative…
May 22, 2014
Schwab Founder: Indexing Is Not PassiveCharles Schwab decries the bad rap index funds get as passive investments, explaining the strategy's dynamic nature in a rare media appearance.
May 22, 2014
CFP Board to Investigate CFPs for Inaccurate Comp DisclosureChair Ferrara says Board will compare public information with Board website listings to identify inconsistencies, starting with CFPs who call themselves "fee only."
May 22, 2014
New York Life seeks next Marketfield to build investmentsTargets include real-estate funds and managers that move money between countries, asset classes and market sectors.
May 22, 2014
New York Life seeks next Marketfield to build investmentsTargets include real-estate funds and managers that move money between countries, asset classes and market sectors.
May 22, 2014
Best Firms for Self-Directed Investors: J.D. Power—2014Do-it-yourself investors are looking for low fees but also a high-touch experience, according to a recent survey.
May 21, 2014
Ritholtz: What Kills You and Your Investments"You dont understand risk," writes Barry Ritholtz. "If you did, you would live longer, have less fear and, eventually, a much bigger investment portfolio."
May 21, 2014
Funds as SIFIs Would Be ‘Too Burdened to Succeed’: ICI ChiefIt would not take much of a "SIFI premium" to increase the fees of these funds significantly, says ICI's Paul Schott Stevens.