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.
‘The Biggest Threat We Face Might Be Economic Growth’: Merk
By Gil WeinreichAxel Merk warns that economic growth leading to rising interest rates would add $1 trillion in interest expense to finance our deficit.
March 07, 2014
Alt Mutual Funds Are ‘Sharp Objects,’ SEC WarnsAndrew Bowden warned that while advisors are billing alternative mutual funds as "bright, shiny objects," they must be used with care.
March 07, 2014
Will You Outlive Your Mutual Fund? Fund Death Rattles Still StingOur latest research into mutual fund closures explores why holding onto funds that are closing may not be best for your clients portfolios.
March 06, 2014
DFA Beats Bogle, Grantham—They All Beat Buffett: AnalysisDFA proponent Eric Nelson weighs the strategies of Warren Buffett, Jeremy Grantham and John Bogle and finds their returns wanting compared with DFA's investing approach.
March 06, 2014
Is DOL Fiduciary a ‘Solution in Search of a Problem?’ Consider the DataNew study suggests that those searching for problems in 401(k) plans might need to look a little harder.
March 03, 2014
Mutual fund inflows hit nearly $40B in JanuaryInvestors pursued international allocations through ETFs, as European stock and foreign large blend led flows in January.
March 03, 2014
Mutual fund inflows hit nearly $40B in JanuaryInvestors pursued international allocations through ETFs, as European stock and foreign large blend led flows in January.
March 01, 2014
Top Portfolio Products: New Share Classes for Paulson Advantage FundsAbacus Group and Imagineer Technology form a new tech partnership, and Invesco says there's a special dividend for PowerShares QQQ.