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.
Equity Funds Up 7% in Q4’13
By Janet LevauxLast year was certainly a good one for the markets, with the Dow Jones up 26.5% and the NASDAQ’s 38.32% boost. Overseas, Japan’s Nikkei 225…
January 27, 2014
The Legacy of John Bogle, the Man in the ArenaFew advisors realize that Vanguard founder Jack Bogle is a lot more than just the index guy.
January 24, 2014
Which Funds Will Outperform? Active Share Benchmarking May Offer ClueResearch shows that portfolios that vary significantly from their indexes tend to outperform them over time.
January 22, 2014
Fidelity Asset Management Head Ron O’Hanley to LeaveFidelity plans to replace OHanley with an internal successor, whom it didnt name, according to a note to employees from President Abigail Johnson.
January 21, 2014
Treasuries pare losses amid speculation of Fed tapering paceU.S. government securities have returned 1 percent this month, set for the biggest gain since April.
January 21, 2014
Ex-Schwab, Fidelity Exec: Be Careful Whom You TrustTim McCarthy talked to ThinkAdvisor about being president of Schwab and Fidelity, revamping struggling Asian firms and the good things Bernie Madoff did.
January 21, 2014
Biggest Muni Bond ETF’s Premium Grows as Fund Exodus AbatesAfter the worst year since 2008 for municipal debt, the shift to a premium for muni ETFs points to a potential return to earnings
January 16, 2014
Investment Managers Optimistic About U.S. Economy and Profit GrowthA Northern Trust survey found that investment managers see growth ahead even as the Fed slows quantitative easing.