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.
Small Alternatives Firm CEO Casts Large Shadow
By Gil WeinreichAltegris is not a huge company, managing around $3.3 billion in client assets. But the Genworth-owned firm casts a large shadow for at least a few reasons.
April 29, 2013
Markets, Funds & Flows: Super Q1’13The Dow and S&P 500 indices reached all-time highs this first quarter of 2013, which boosted investor inflows and the performance of many equity fund categories, according to several reports released this week. The Dow Jones Industrial Average had returns of 11.25% for the quarter, while the S&P 500 returned...
April 29, 2013
A Look at Declining Expense RatiosIts easy to assume that the widening adoption of low-cost ETFs could be the main force driving prices down for investment products, or maybe its the push for further openness causing the drop in fund fees and expenses. Think again. The Investment Company Institute cites a number of other reasons...
April 29, 2013
Hedging Rate SpikesVan Eck Global introduced a new corporate bond ETF that hedges against rising interest rates.
April 29, 2013
Phoenix Report Shows Channel DistinctionsTheres no question that financial advisors follow mutual fund and exchange-traded fund companies very closely, and its an equal certainty that among those fund firms, advisors have their favorite mutual fund and ETF brands.
April 29, 2013
Playing Defense on BondsThe recent bull market in bond prices has been called the biggest bond bubble in history. Thanks to a combination of stock-averse investors and multi-billion dollar purchases of U.S. Treasuries by the Federal Reserve, higher bond prices have fueled the boom. But what happens when the trend reverses? How can...
April 29, 2013
Stolid Switzerland’s Different PathBoth the U.S. and Switzerland are pulling out of the post-2008 global economic slump on the wave of speculative bubbles. But while Washington is stoking its bubble, hoping for faster growth, the Swiss are working to prevent theirs from getting out of hand.
April 25, 2013
Your Move, Bogleheads: Advisor Finds DFA’s Returns Trump Vanguard’sAdvisor Jeff Troutner of Equius Partners says a broader look at the numbers is less favorable to Vanguard than unsuspecting advisors might thinkbut Vanguard answers back to AdvisorOne.