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.
Global asset allocation funds off to slow start in 2013
By Warren S. HerschThe survey records net flows of global asset allocation funds of $3.8 billion at the end of the first quarter, an 84 percent decline from 2012.
May 28, 2013
American Century Drops Livestrong BrandAmerican Century said in early May that it will drop the Livestrong name from its target-date funds at the end of May. These funds will be rebranded One…
May 28, 2013
What Place for Maturity ETFs?Innovation is a defining hallmark of the ETF marketplace. And perhaps, nowhere is this more apparent than with the recent introduction of maturity date…
May 28, 2013
Experts Share Bullish Market ViewsRaymond James Chief Investment Strategist Jeffrey Saut believes advisors and their clients need to get in tune with the markets. “I see good markets…
May 23, 2013
Fidelity 401(k) Balances Hit Record HighThe average account stood at $80,900 at the end of the first quarter.
May 21, 2013
Early Adopter of International Investing Sees the PayoffBob Haley, the founder of Advanced Wealth Management began to devote particular attention to international investing around 19971998.
May 21, 2013
Inexperienced Plan Sponsors Need a Little Love From Fund WebsitesFund firms managing employee retirement accounts make it needlessly difficult for plan sponsors to fulfill their fiduciary obligations, a new Dalbar study has found.
May 20, 2013
Matthews Asia Joins Frontier RushWere seeing certain markets that are at the same point China was 20 years ago, a Matthews portfolio manager said.