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.
EBRI: Nearly three quarters of 401(k) plans include target date funds
By Warren S. HerschThe 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.
January 28, 2013
Folio Investing’s Target Date Folios Outperform Traditional Target-Date FundsSteven Wallman, founder and CEO of Folio, says investors deserve better than traditional target-date funds.
January 27, 2013
The Pros & Cons of Alternative Mutual FundsAnalysts debate their short-term underperformance vs. longer-term potential
January 25, 2013
U.S. ETF assets top $1.3T in DecemberETF assets under management grew by 3.1 percent, while mutual fund assets edged up 0.8 percent.
January 25, 2013
U.S. ETF assets top $1.3T in DecemberETF assets under management grew by 3.1 percent, while mutual fund assets edged up 0.8 percent.
January 25, 2013
Fidelity to SEC: Money Funds Don’t Need Further ReformFidelity Investments told the SEC on Friday that it believes the 2010 reforms made to money-market funds were sufficient and that any further reform proposals should be be based on data and facts that are accurate and complete.
January 25, 2013
Top Portfolio Products: Schwab Adds New Target Date FundsIn addition over the last week, BlackRock introduced the Managed Volatility VI Fund, formerly BlackRock Balanced Capital VI, and Salient Partners introduced its new Risk Parity Fund.
January 24, 2013
Low Interest Rates Are Driving Insurers Out of the Bond Market: BlackRockInsurers are likely to move asset allocations as low rates challenge business models and profitability, says BlackRocks global insurance industry outlook.