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.
ERISA Attorneys Rip Yale Professor’s Fiduciary Threats
By Melanie WaddellFred Reish and his team at Drinker Biddle say Yale professor Ayers fiduciary study has a number of material limitations.
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.
July 29, 2013
Investors navigate to long/short credit strategiesThe report pegs net flows of long/short credit strategies at $1.1 billion in 2012 and $1.4 billion year-to-date through May 2013.