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.
6 Things Advisors Need to Know About Target-Date Funds
By Paula Aven GladychAs TDFs get ever more popular, Putnam pinpoints crucial facts to understand before jumping in with both feet.
March 17, 2014
All In, Are Mutual Funds More Expensive Than ETFs?You have to consider mutual fund and ETF expense ratios and tax efficiency, but first, decide what you are trying to accomplish.
March 13, 2014
Where Global Investors Put Their Money in 2013: MorningstarEquity funds saw the most inflows in most (but not all parts) of the world, which hurt bond fund groups like PIMCO, Morningstar said.
March 13, 2014
Picking Investments Loses Out to Picking Restaurants: TIAA-CREF PollAmericans said to also spend more time choosing a TV than planning their allocations in retirement products like an IRA.
March 11, 2014
US stocks advance, Treasuries retreatThe S&P 500 rallied 4.3 percent in February after Federal Reserve Chair Janet Yellen said the economy was strong.
March 11, 2014
US stocks advance, Treasuries retreatThe S&P 500 rallied 4.3 percent in February after Federal Reserve Chair Janet Yellen said the economy was strong.
March 11, 2014
TDF Adoption to Jump to 75% of 401(k) Holders: VanguardThe fund family also quantifies the value of the wealth management strategies that make up Advisor's Alpha.
March 10, 2014
‘The Biggest Threat We Face Might Be Economic Growth’: MerkAxel Merk warns that economic growth leading to rising interest rates would add $1 trillion in interest expense to finance our deficit.