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.
At Midyear, Bob Doll Judges His Top 10 Predictions for 2013
By Joyce HansonBy Bob Doll's own accounting, the Nuveen chief equity strategist got five predictions right and three wrong, and two are still too early to call.
July 02, 2013
Mutual fund assets in S.E. Asia hit $265.1 billion in 2012Mutual fund assets under management of southeast nations enjoyed a four-year compounded annual growth rate of 21.2 percent.
July 01, 2013
Weighing FundamentalsAre traditional bond index funds flawed?A new bond ETF from Invesco PowerShares Capital Management will completely bypass conventional bond index strategies…
July 01, 2013
Study Highlights Professional ManagementThe total number of participants invested in a professionally managed allocation has more than doubled from 17% at the end of 2007, according to Vanguard’s…
July 01, 2013
Why Hyperactively Managed Funds OutperformMany mutual fund managers dont do much, but those that do generate high alpha net of fees.
July 01, 2013
Morningstar ’13: Gamma in FocusPossibly the most valuable content at the Morningstar Investment Conference, held June 12-14 in Chicago, is a rather technical session on the subject of…
July 01, 2013
Behavioral Finance in the Real World: Fund Profits From Human BiasRalf Scherschmidt's fund identifies small-cap companies in the developed world that are overlooked by market bias and then takes advantage of earnings surprises.
June 29, 2013
A Surprising Opportunity for Possible YieldBank loan funds have "no upside," says Mark Okada of Highland Capital, so why are they so appealing?