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.
Investment philosophy is top European fund selection criteria
By Warren S. HerschSurvey respondents rank investment philosophy a 9.0, the highest score received among 10 selection criteria.
August 04, 2013
Top Portfolio Products: New Income Indexes for Pre-Retirees From BlackRockPlus, Fidelity to launch 10 ETFs with BlackRock as subadvisor, KraneShares rolls out China Internet ETF, and American Century introduces retirement share class.
August 01, 2013
3 Benefits of a ‘Complicated’ Covered Call StrategyPut options and solid cash flow provide cushion in market decreases, says hedge fund manager Marty Sass.
July 29, 2013
Vanguard Wraps Up Benchmark Switch, Taps Muni-Bond Fund ManagersVanguard says that it has completed the six-month transition to FTSE and CRSP benchmarks for 22 index funds with some $650 billion in assets, including…
July 29, 2013
Ready for Rising Rates?When investors open up their brokerage mid-year account statements, they’re now seeing something they haven’t seen in a while: lower bond values.Over…
July 29, 2013
Merrill Edge Adds PortfoliosMerrill Edge, the mass-affluent channel of Bank of America-Merrill Lynch, says it has introduced two income-focused portfolios to this platform. With the…
July 29, 2013
An Ultra-Strong Case for Ultra-Short FundsIts been a tough road in the ultra-short mutual fund space. The category blew up in 2008 along with everything else, and yields proved little better than money market funds in the recovery that followed.
July 29, 2013
Long/Short Credit Garner Growing Interest by Funds: CerulliInterest rate risk, reduced volatility, added diversification all fuel increasing demand for this strategy.