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.
Survey: more people cite public equities as favorite asset class for investing
By Warren S. HerschMore people this year than in 2011 cite public equities as their favorite investment by asset class because of healthy returns on the vehicles, according to new research.
October 29, 2012
Ultrawealthy Tiger 21 Members Favor Equity InvestmentsThe annual Tiger 21 Member Favorites Survey, released Friday, shows that public equities again ranked as favorite investment of the 200-strong ultrawealthy peer group.
October 25, 2012
Calming Client Stress; Managing Risk With Managed Futures: November Investment Advisor—SlideshowBelieve it or not, good news in the financial industry may be making your clients feel more stressed out.
October 24, 2012
Schwab Strategist UpbeatBright spots in the U.S. economy, according to Charles Schwab Chief Investment Strategist Liz Ann Sonders, include housing and manufacturing, with a renaissance biased toward energy and autos.
October 24, 2012
Vanguard Switching IndexesTo cut costs for investors, Vanguard plans to transition 22 funds, many of which have an ETF share class, to new indexes starting in 2013, the fund giant said in early October.
October 24, 2012
Investors OK With ‘New Normal’According to the latest results of the Merrill Lynch Affluent Insights Survey, close to 45% of Americans accept the tough economic conditions.
October 23, 2012
Managed Futures, Managed RiskThere are plenty of reasons to not like risk these days: the condition of the global economy, for instance, and Europes sovereign saga.
October 23, 2012
How I Created a Better Way to Choose FundsAccording 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.