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.
SteelPath Brings MLPs to the Masses: AdvisorOne Interview
By John SullivanSteelPaths director of research, Brian Watson, sat down with AdvisorOne to discuss the MLP space and the firm's upcoming acquisition by the mutual fund behemoth OppenheimerFunds.
August 21, 2012
Retirement Planning Groups to SEC: Stop Messing With Money-Market FundsIn a joint letter to the SEC Tuesday, the ICI, FSI and others said the proposed changes would render the funds "far less desirableif not unusablefor retirement savers."
August 20, 2012
Patton’s Fund Picks, Pt. 6: Global, EM Bond FundsAdvisor Mike Patton shares the results of his own research that yields his favorite mutual funds in the global and emerging market bond space.
August 17, 2012
Top Portfolio Products: Russell Launches Two New FundsMajor portfolio developments over the last week include two new funds from Russell Investments, equity allocation changes to other Russell funds, and a projection on custom TDFs from Cerulli.
August 16, 2012
Muni Bond Danger Lurks Where Investors Don’t Suspect ItWhile the vast majority of traditional, plain-vanilla muni bonds carry virtually no risk of default, the real danger lurking in muni bonds comes from an overlooked area of the market.
August 13, 2012
Patton’s Fund Picks, Pt. 5: Specialty Bond FundsAdvisor Mike Pattons favorite mutual funds in the domestic convertible, high-yield and specialty bond spaces.
August 13, 2012
Custom TDFs Will Surge to $218B by ’16: CerulliThey could represent about 22% of target-date assets in four years, as investors seek to embrace alternatives and boost returns.
August 10, 2012
Top Portfolio Products: New Dividend Income Fund From RiverNorthNew products introduced over the last week include a dividend income fund from RiverNorth and retail access to an equity hedge ETF from AdvisorShares.