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.
Investors Still Favor Equity, Taxable Bond Funds: Lipper
By Janet LevauxPositive Q1 returns seem to be overshadowing recent volatility, at least for now, says Tom Roseen of Lipper.
April 07, 2014
Investor Education Is ‘Futile,’ ‘Totally Discredited’: DalbarDalbar's 20th annual behavior study finds, yet again, that the average mutual fund investor underperforms. The firm offers four things advisors can do to help.
April 04, 2014
ETFs for Warren Buffett’s Hot ListThe Oracle of Omahas latest shareholder letter outlines which ETFs he might put into a portfolio.
April 04, 2014
Top Portfolio Products: Pensco Expands Bitcoin Investments in IRAsInnealta Capital rolls out a tactical fixed income fund, and Pax World launches an international ESG index fund.
April 04, 2014
Treasuries rally as jobs gain trails forecastYields on five-year notes dropped the most in two months, widening the gap with 30-year bonds to 1.87 percentage points.
April 04, 2014
Treasuries rally as jobs gain trails forecastYields on five-year notes dropped the most in two months, widening the gap with 30-year bonds to 1.87 percentage points.
April 03, 2014
SEC Seeks Comments on Target-Date Fund MarketingThe SEC is seeking comment on a recommendation that it develop a target-date glide path illustration.
April 03, 2014
Bill Gross Lays Out Bond Strategy as PIMCO BleedsIn PIMCO's fight for bond investors, Bill Gross is throwing down the gauntlet squarely in the conservative camp, ceding higher yields to risk-embracing competitors.