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.
JPMorgan Reports First Loss Under Dimon; Analysts Say Not to Fear
By Janet LevauxLegal expenses exploded during the third quarter, but Street analysts remain bullish.
October 10, 2013
Charles Ellis: The ‘Glory Days’ of Performance Investing Are OverAt Think Retirement conference, author and consultant argues that indexing will allow advisors to focus on clients real needs.
October 09, 2013
Vanguard Primecap's Milias Relinquishes Portfolio Management DutiesFunds now managed by Milias will be allocated to the funds' co-managers at Primecap Management.
October 09, 2013
SEC Puts Fund Directors in SpotlightThe SEC enforcement division will put a heightened focus on fund boards approval of advisor fees, the co-director of the division said Wednesday.
October 09, 2013
Liquid Alts, Pt. 1: The Long and the Short of ThemWhy liquid alternatives strategies are gathering assets, with a focus on long-short equity strategies and event-driven strategies.
October 08, 2013
Don Phillips to Step Down as Head of Morningstar's Research Group"Id like to step back, but I still want to contribute to Morningstars success," says Phillips, who will be replaced in his position in January 2014.
October 07, 2013
Finke’s ‘Bizarre’ Discovery: Stocks Safer in Long TermAre stocks long-run winners, or should investors stick with less risky products? A 20-country study by Michael Finke and others says stocks are the best choice.
October 07, 2013
Alternative Mutual Fund Assets to Reach 14% in 10 Years: CerulliIts well-known that allocations to alternatives are growing at startling rates, but putting numbers to the inflows make them all the more startling.