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.
401(k) Expenses Dropped in 2012: ICI
By Melanie WaddellThe expenses that 401(k) plan participants incurred for investing in long-term mutual funds fell in 2012, consistent with the downward trend of the past decade and a half, according to a just-released report by ICI.
June 10, 2013
Vanguard Study Boosts TDFs, Plugs Financial AdvisorsA recently released Vanguard study goes some distance to rehabilitate the image of target-date funds, which are often seen as lacking in sophistication.
June 07, 2013
3 Yardsticks for Measuring Fund PerformanceA look at the do's and don'ts of judging mutual funds and making sure they stay on track
June 07, 2013
Top Portfolio Products: New Utility, Infrastructure ETFsDeutsche Asset & Wealth Management launched the two new X-trackers funds, and CMG Capital Management rolled out a global equity product.
June 07, 2013
Who Will Slay the Index-Investing Dragon?While the proportion of funds that are passively managed is at at an all-time high, alpha seekers should not despair.
June 07, 2013
MFS Sees Pent-Up Demand Fueling 2013 GrowthJames Swanson, MFS chief investment strategist, also warned boomers against tying up too much money in U.S. government bonds.
June 06, 2013
Seeking Alpha Creatively Is a Theme at Morningstar ConferencePortfolio managers are pouring into Chicago in an annual summer pilgrimage to the Morningstar Investment Conference, where those on a quest for alpha can slake their thirst in hearing the views of the mighty and the yet undiscovered.
June 05, 2013
For Income Funds, Name May Determine DestinyThe amount of money flowing into funds with "income" in their name is three times larger than that of other funds.