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.
Bill Gross’ Warning: Pot, Pigs and P/E Ratios
By Gil WeinreichBill 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.
February 03, 2014
IBDs Dominate Long-Term Mutual Fund AUMRIAs take second place, and both channels saw tremendous asset growth in long-term mutual funds and ETFs in 2013, according to Broadridge.
January 31, 2014
Top Portfolio Products: New Site Tracks, Compares MLPsMeanwhile, Advisors Asset Management and ISI launch a unit investment trust intended to benefit from U.S. manufacturing and energy growth.
January 30, 2014
Harold's New Adventure; Investing in Global Markets: February Investment Advisor--SlideshowHarold Evensky needs no introduction. He graces the cover of our February issue and shares with us his thoughts on the direction the industry is going with the next generation of advisors, and what the industry needs to succeed.
January 29, 2014
Obama Offering Retirement Savings Plan for WorkersPresident Barack Obama offered more Americans the chance to save for retirement through payroll deductions with a plan for new government-sponsored savings accounts.
January 28, 2014
How Does Passive Beat Active? Let Me Count the WaysIt is indefensible for advisors to use active portfolios for clients money because it is all but guaranteed that they will underperform, Rick Ferri says.
January 28, 2014
November saw gains in mutual fund activityActively managed mutual funds hit 4.669 trillion in November of 2013, up 29 billion from October of 2013.
January 28, 2014
November saw gains in mutual fund activityActively managed mutual funds hit 4.669 trillion in November of 2013, up 29 billion from October of 2013.