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.
ETF Assets Jump More Than 30% Over Past Year to $1.6 Trillion
By James J. GreenThe great majority of those assets were in domestic equity funds; mutual fund assets grow at much slower pace.
November 25, 2013
Inside the Curl: Investing from a Surfer’s PerspectiveI spent my vacation surfing in Indonesia this summer, which meant I spent a lot of time thinking about investing in alternatives. What does surfing have in common with alternatives? Plenty.
November 25, 2013
Target-Dates Up 5.3%; But Q3 Flows WeakenTarget-date funds returned 5.3% for the quarter, slightly better than the S&P 500’s 5.2%, according to the latest report issued by Morningstar-owned…
November 25, 2013
7 Rules for Betting Against the HerdLike it or not, we are all contrarians. Here are some guidelines for making smart calls when breaking away from the pack.
November 25, 2013
Top Portfolio Products: ProShares Rolls Out Emerging Market Bond ETF; China Gets S&P 500-Based ETFMeanwhile, Franklin Templeton and K2 roll out multi-strategy product, and a Power Dividend Index Fund is introduced in the U.S.
November 22, 2013
Gundlach on Shiller CAPE Fund: ‘A Better Mousetrap’DoubleLine's Jeffrey Gundlach and Yale economist Robert Shiller describe why their new fund might appeal to value investors.
November 20, 2013
Neil Hennessy: Bullish on Market; on Washington, Not So MuchChairman of Hennessy Funds says American investors are still, understandably, on sidelines, but also argues that the time is right for equities.
November 19, 2013
From Doom to Boom (and Back): Grantham Sees Stocks Soaring up to 30%, for NowStock market scold Jeremy Grantham expects the U.S. market to soar 20% to 30% in the next year or twobefore the next mega-crash, at least.