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.
The Retirement Time Bomb No One’s Talking About ... Yet
By Gil WeinreichPension consultant Ron Surz warns that masses of retirement portfolios are due to blow up, just like they did in 2008, because of inappropriate risk levels in target-date funds.
September 09, 2013
PIMCO’s Gross Having ‘Fun’ With Market ChallengesThe coming Fed action will be "taper-lite," bond big Bill Gross predicts in a wide-ranging Bloomberg interview.
September 08, 2013
Losers vs. Bigger Losers: Bond Lessons From the Summer Sell-OffMorningstar looks at how some top-rated bond funds fared in May and June and what investors should expect going forward.
September 06, 2013
Trillion-Dollar Asset Managers Rule Global AUM: CerulliThe worlds largest money manager, BlackRock, is still the only global asset manager with assets in excess of $3 trillion, according to Cerulli.
September 05, 2013
PIMCO’s Gross Dodges Total Return’s Strikeout With Baseball MetaphorsBill Gross thinks baseball players are fat, Cracker Jack should be spelled with an 's,' and the engine of capitalism is under threat.
September 04, 2013
Survey pegs DC plan assets at $4 trillion-plus in 2018The Strategic Insight report estimates defined contribution investment-only at $2.8 trillion at year-end 2012.
September 04, 2013
Survey pegs DC plan assets at $4 trillion-plus in 2018The Strategic Insight report estimates defined contribution investment-only at $2.8 trillion at year-end 2012.
September 04, 2013
Captive, institutional channels gain in market shareThe report indicates that the captive/affiliated channel accounts for 15.7 percent of cross-border mutual funds in 2013, up from 13.8 percent in 2012.