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.
How I Created a Better Way to Choose Funds
By Mike PattonAccording to Morningstar, there are 22,689 mutual funds, 1,457 ETFs, 14,422 stocks, and I couldnt even venture a guess as to the number of securities on the market. So where fund screens fall short, the Fiduciary Scorecard can provide help.
October 19, 2012
In Muni Sector, High-Yield Bonds Are Cooling, but State Bonds Are HotMunicipal bonds tied to the tobacco settlement have been hot lately, returning over 19% so far this year, but that doesnt mean investors should inhale, says an S&P analyst.
October 18, 2012
Best and Worst 529 College Plans for 2012: MorningstarWhats striking this year is the big pool of winners, a reflection of the improvement in the 529 industry since it hit bottom in 2008and seven of the 27 medalists are advisor-sold.
October 18, 2012
No Alpha: Evensky’s New Research Delivers Fresh Blow to Actively Managed FundsNew research by Harold Evensky published in a journal for fund managers deals a blow to the idea that managers skill in actively managing portfolios can overcome the costs of their services in comparison with passively managed, low-cost index funds.
October 16, 2012
Natixis Acquires McDonnell to Broaden Fixed-Income OfferingsOak Brook, Ill.-based McDonnell, with AUM of about $13.5 billion, will affiliate with Natixis, based in Paris and Boston, with AUM totaling $711 billion.
October 16, 2012
TDFs Popular Among Retirement Plans, but Not as DefaultTarget-date funds are increasingly more common in defined contribution plans, but few plan sponsors have adopted them as their default investment option for participants, AllianceBernstein found in a survey released Tuesday.
October 14, 2012
Top Portfolio Products: Retirement Education Program From Commonwealth FinancialOther product launches includes a new IndexIQ ETF, a fund adopted by MainStay and fixed-income analytics from Thomson Reuters and BlackRock.
October 12, 2012
PIMCO’s El-Erian: Investors’ ‘Romance’ With Central Banks Won’t LastForget bubblesMohamed El-Erian notes that some argue the recent lackluster performance of global stocks is evidence that markets are "tenuously positioned" on an air pocket.