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.
Breach of trust by 401(k) trustees?
By Gil WeinreichDespite serving as fiduciaries, trustees favor their own funds, a new study finds.
February 01, 2013
Money fund disclosures not just about need to knowThere's so much information about mutual funds available, from performance data to legal disclosures, that it's understandable to wonder what you really need to know.
February 01, 2013
Money fund disclosures not just about need to knowThere's so much information about mutual funds available, from performance data to legal disclosures, that it's understandable to wonder what you really need to know.
February 01, 2013
Top Portfolio Products: Genworth Introduces Turnkey Offering for AdvisorsNew products introduced over the last week include a new suite of four model portfolios from a team-up of Jefferson National and Braver Capital Management and a new fixed indexed annuity from Allianz Life.
January 31, 2013
Top RIA’s Top Business Model: Keep Your Hands Off!Do-it-yourself investors and financial advisors associated with actively managed investments all are missing the boat, according to Mark Hebner, an RIA managing $1.8 billion who says the "passive advisor" is the best business model.
January 30, 2013
Baha, a Gundlach Star, Recalls DoubleLine’s Stormy Beginnings"There is a 'revenge is sweet' factor, but there was also a religious and spiritual element," Baha recalled about life after TCW..
January 28, 2013
Fees Drop on 18 Vanguard FundsExpense ratios drop by 0.01% on target-date and other funds, the industry leader says.
January 28, 2013
EBRI: Nearly three quarters of 401(k) plans include target date fundsThe report reveals that at year-ended 2011, 13 percent of the assets in the EBRI/ICI 401(k) database was invested in target-date funds and 39 percent of 401(k) participants held target-date funds.