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.
Morningstar Expert Debunks Myth of ‘Dumb’ Fund Investors
By Janet LevauxJohn Rekenthaler discussed why investors were not making money that one might expect from funds at the Morningstar Ibbotson Conference.
February 20, 2013
Cerulli: Equity funds dip as share of Chinese mutual fund AUMThe report shows that equities fell in June to 25.6 percent of open-end mutual fund assets under management. This compares to 48.8 percent in 2011, 54.5 percent in 2010 and 59.4 percent in 2007.
February 15, 2013
More Employers to Add Roth 401(k)sA new survey from the human resources firm Aon Hewitt reveals a rise in the Roth 401(k)s popularity.
February 15, 2013
Top Portfolio Products: OneAmerica Debuts Index(k)New products introduced over the last week include the CurrencyShares Singapore Dollar Trust from Guggenheim Investments and the Salient Global Equity Fund from Salient Partners.
February 14, 2013
Aberdeen Asset Management Acquires Artio Global for $175MThe U.K.-based global asset manager continues its growth plan in U.S. with the acquisition of a $14.3 billion firm and looks to further its reach with BDs and RIAs.
February 14, 2013
PIMCO’s El-Erian: Prepare for More Currency Confusion"Within the last 24 hours, G-7 officials issued a currency statement, 'clarified' it and then criticized the clarification," the PIMCO CEO wrote on Thursday.
February 14, 2013
Buyer of the Overlooked and Unloved Embraces AppleConsidering that Morningstar ranks the Roumell Opportunistic Value Fund in the top 1% of its category, portfolio managers Jim Roumell and Ted Crawford may be on to something with their call on Apple.
February 13, 2013
U.S. mutual fund assets set to pass $15TNet new flows of mutual funds totaled $90 billion in January compared to December, which experienced outflows of $18 billion.