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.
Muted Beta: Long/Short Equity for an Uncertain Market
By J. Gibson Watson III, CIMAFewer constraints at the edge of the Cliff just might be a good thing: a look at how to measure long/short strategies.
December 14, 2012
Strategic Insight: exchange-traded funds top $1.3 trillion in NovemberNet new flows of assets into ETFs reached $14 billion in November. These included domestic equity funds ($4 billion), international equity funds ($5 billion), taxable bond funds ($5 billion) and tax-free bond funds ($0.5 billion).
December 14, 2012
Morningstar Announces Fund Manager of the Year NomineesMorningstar is in the midst of its mutual fund nominee announcements for 2012 Managers of the Year.
December 12, 2012
Fidelity Drops Fees, Minimums on Spartan Index Mutual FundsThe move aims to help the firm compete more with ETFs, other index products, Morningstar expert says
December 12, 2012
Vow to Fight SEC Charges From Ex-Morgan Keegan Fund DirectorsEight former independent directors, who were charged by the SEC with overstating the value of their securities as the housing market was collapsing in 2007, say they will vigorously contest the charges.
December 12, 2012
BlackRock’s Fink: 95% of Fiscal Cliff Pundits ‘Have No Clue’Larry Fink is trying his hand as television pundit, and he doesnt like what he sees.
December 07, 2012
Top Portfolio Products: Ultra Short-Term Bond Fund From T. RoweBNY Mellon and OTC Markets Group roll out new ADR index; Invesco PowerShares lists S&P 500 Downside Hedged ETF.
December 06, 2012
Beatles Inspire Bill Gross’ Musings, but Not Investment PicksPIMCO chief uses "Strawberry Fields Forever" to explain his take on what ails the economy, but sobers up for his investment Picks and Pans.