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.
Misused TDFs negatively impacting returns
By Warren S. HerschWorkers who are partially allocated to target date funds have lower annual returns than those who only use these funds.
May 12, 2014
Ric Edelman: What’s Wrong With IRAs, 401(k)s, and the Industry That Sells ThemThe outspoken Edelman talks to ThinkAdvisor about how Wall Street preys on investors, the unconventional structure of his practice and why he opposes mutual funds.
May 10, 2014
Top Portfolio Products: T. Rowe Price Launches Credit Opportunities FundOther new products include global infrastructure, strategic income and real-return funds from Invesco.
May 10, 2014
Alt Mutual Fund Use Up Sharply at WirehousesWirehouse advisors now use more liquid alternative mutual funds than traditional alternative products like hedge funds, a recent study found.
May 09, 2014
Kleintop: Forget Bonds; Your Portfolio Needs ‘James Bond’Theres no high in high yield, LPL guru Jeffrey Kleintop said during an entertaining and insightful panel discussion at IMCA conference.
May 09, 2014
10 Things to Know About How Investments Are TaxedAmong the investment products advisors recommend to their clients, mutual funds and ETFs top the list, so it's vital to understand their tax implications.
May 08, 2014
7 Ways to Invest With ImpactFor some investors, social results can be as important as profits.
May 08, 2014
U.S. 30-year yield near 11-month low on Yellen inflation outlookTen-year Treasury notes were little changed as Fed Chief Janet Yellen prepared for a second day of testimony to Congress.