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.
Tapering Worries Dampen Fund Flows
By Janet LevauxTapering concerns outweigh equity gains as investors pull out of U.S. equity funds; some flows positive for country funds, dividend-focused products.
December 06, 2013
Bogle Hailed as Warrior for the Common InvestorMichael Zeuner and Jim Patrick of Institute for the Fiduciary Standard remain optimistic, tying John Bogle's "investor first" approach to the fiduciary standard.
December 06, 2013
Top 10 Fund Families Recommended by Advisors: 2013In a Phoenix Marketing survey, RIAs, IBDs and other groups of advisors rank the top fund families they are most likely to recommend to clients.
December 04, 2013
The No. 1 Way Advisors Pick FundsWhen advisors decide which mutual funds to recommend to clients, one factor stands out overwhelmingly as the most important, according to an Aberdeen study.
December 03, 2013
PIMCO’s Gross: Fed Playing a ‘Dangerous Game’Bill Gross explains PIMCOs outperformance through an approach that doesnt fight the Fed, but rather deflects its easy-money approach through a retreat from risk.
December 01, 2013
Top Portfolio Products: New Unit Trust From Incapital, NuveenGoldman Sachs Asset Management launches first closed-end fund, which focuses on midstream MLPs.
November 27, 2013
ETF assets grew to $1.6 trillion in OctoberMutual fund assets in October also grew, rising to $10.7 trillion from $10.4 trillion, a 2 percent gain.
November 27, 2013
ETF assets grew to $1.6 trillion in OctoberMutual fund assets in October also grew, rising to $10.7 trillion from $10.4 trillion, a 2 percent gain.