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.
Cerulli Report: Mutual Funds and ETFs Rebound in June
By Warren S. HerschThe report reveals that mutual fund assets totaled $8.6 trillion in June, up 2.6% from the $8.4 trillion recorded in May. ETF assets ended in June at $1.161 trillion, up 4% from the $1.116 trillion posted in May.
July 20, 2012
Top Portfolio Products: Motley Fool Fund Gets Five StarsNew products introduced over the last week include a new fund from Motley Fool, a new Market Vectors ETF that excludes financials, and a new ETF from Global X.
July 20, 2012
TDF Trends: Falling Fees, Blossoming Asset DiversityBrightScope and Target Date Analytics recently released their newest study in the Popping the Hood series, providing a detailed analysis of TDFs and fund families.
July 19, 2012
The Mobile Race Continues as MFS, Laserfiche Launch AppsLaserfiche users can use iPhone camera to place documents into the system, while MFS makes its website more Apple-friendly.
July 17, 2012
Strategic Insight: Mutual Fund Inflows Totaled $13.5 Billion in JuneLong-term inflows of U.S. mutual funds totaled $13.5 billion in June, representing a 1.9% organic growth rate, according to a new report.
July 16, 2012
Russell Launches Free Online Tool for Equity Risk AnalysisAdvisors can leverage the free tool to better understand equity risk and help clients make decisions around how to control risk-return factors that influence stocks in a portfolio.
July 16, 2012
Asset Manager Urges San Bernardino Bondholders: Don’t PanicAs municipal bondholders worry about how to protect themselves from the impending bankruptcy of San Bernardino, Calif., separate account bond manager Asset Dedication is telling clients not to panic.
July 16, 2012
Patton’s Fund Picks, Pt. 1: Large-, Mid- and Small-Cap Stock FundsIn the first of a series of blogs, advisor Mike Patton shares his top picks in equity mutual funds, from small caps to large.