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.
Why Fund Investors Keep Getting It Wrong
By Ron DeLeggeFinancial advisors have the chance to help them (finally) get it right, Morningstar research shows.
February 24, 2014
Target-Dates’ Strong 2013 Results, FlowsTarget-date funds had average total returns of 5.4% for the fourth quarter of 2013, according to a recent Ibbotson Associates report. Those returns fell…
February 24, 2014
Detroit $820M bankruptcy funding hangs on creditor accordDetroits plan to end its $18 billion bankruptcy assumes bondholders offered 20 cents on the dollar will eventually swallow a deal that guarantees police and firefighters collect 90 percent of their pensions.
February 24, 2014
Detroit $820M bankruptcy funding hangs on creditor accordDetroits plan to end its $18 billion bankruptcy assumes bondholders offered 20 cents on the dollar will eventually swallow a deal that guarantees police and firefighters collect 90 percent of their pensions.
February 24, 2014
Top Retirement Issues; Where to Find Growth; Working With Widows: March Investment Advisor—SlideshowIt seems like as soon as advisors get familiar with one retirement challenge, a new one pops up.
February 21, 2014
Top Portfolio Products: Invesco Rolling Out Buyback PortfolioNeuberger Berman offers unconstrained bond fund, as Pioneer introduces liquid alternative funds.
February 21, 2014
Fidelity’s Morrison to Succeed O’Hanley as Investment ChiefCharles Morrison most recently was head of Fidelitys $750 billion fixed income division.
February 19, 2014
Turbulent Seas Challenge the Wind in Denmark’s SailsThe Scandinavian country is looking toward the future, but dangers lurk in the shoals.