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.
5 Unusual International Investing Tips From Thornburg
By Joyce HansonThornburg Investment Management is building a reputation for itself as an international stock picker thanks to its portfolio managers' thoughtfuland unusualviews.
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.
October 11, 2012
Bond Funds Flooded With Cash as Quest for Income, Yield ContinuesBond funds took a big leap in September, with two tracking firms reporting heavy gains in flows for the fixed-income sector.