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.
New Hire Roundup: NAPA Announces New President
By Marlene Y. SatterAlso in new hires, Jeffrey Boujoukos was named by SEC as assistant regional director in Philadelphia.
March 25, 2014
Top Rated Fund Families: A Morningstar Report CardMorningstar gives letter grades, from A to C, to the biggest fund groups, considering stewardship, manager tenure and performance.
March 24, 2014
Grantham: ‘Next Bust Will Be Unlike Any Other’ Thanks to FedJeremy Grantham, co-founder of GMO, called out the Fed for interfering with the economic recovery.
March 24, 2014
Mutual Fund Laggards and the 401(k) Plan Advice OpportunityThere's lots to be gained by giving your clients independent, third-party analysis of their company 401(k) retirement plans.
March 21, 2014
Investor Alpha ‘Readily Available’ but Not Painless: Research AffiliatesAbove-market returns, often called elusive, are there for the taking for investors who can stomach a little discomfort, says Chris Brightman of Research Affiliates.
March 21, 2014
SEC to Seek More Input on Target-Date Fund Marketing RulesSEC Chairwoman White addresses target-date fund proposal, predispute arbitration agreements and fiduciary rulemaking at CFA event.
March 21, 2014
PIMCO Replaced by TCW as Manager of $1.3 Billion Bond StrategyThe PIMCO Mortgage-Backed Securities Fund will be renamed TCW Core Plus Bond Fund. The decision was made before Mohamed El-Erian's departure, sources said.
March 19, 2014
SEC Focused on ‘Preserving’ Money Market Funds; Resources for Advisor Exams a ‘Crying Need’SEC is very sensitive to preserving money market funds as it proceeds to the adopting phase of a money fund rule, Chairwoman White says.