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.
Top Portfolio Products: AdvisorShares Launches 4 Gold/Currency ETFs
By Marlene Y. SatterIn other portfolio news, Nationwide Financial and Annexus launch fixed index annuity; Citi and Research Affiliates introduce global corporate bond index.
February 12, 2014
Scrutinizing target date funds in 401(k)sTarget date funds have shortcomings that investors should consider, and may not be appropriate for all investors.
February 12, 2014
New Hire Roundup: American College Names Linda Need Board ChairwomanAlso this week, Hy Saporta was named COO of Steward Partners Global Advisory, and a former top Boehner staffer joined the Bipartisan Policy Center.
February 09, 2014
Top Portfolio Products: iShares Introduces Currency-Hedged ETFsWisdomTree launches floating-rate Treasury ETF, while Direxion rolls out an MLP high-income product.
February 09, 2014
Target-Date Funds: Winners & Losers of 2013Morningstar research points to the types of funds and fund families that beat the pack.
February 08, 2014
Scrutinizing Target-Date Funds in 401(k)sWhile target date funds are a superior solution to the former default investment option for 401(k) plans, they have shortcomings that investors should consider.
February 06, 2014
Why Wall St.’s Bullish Stock Stance Is WrongWhether your assumption is insidious inflation or dangerous deflation, portfolio manager Ron Surz says, you should expect stock prices to be headed downward.
February 05, 2014
Bill Gross’ Warning: Pot, Pigs and P/E RatiosBill Gross is warning investors that the Treasurys retreat from credit creation will slow down GDP and limit P/E ratios, depressing stocks and helping bonds.