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.
SEC’s Plaze Defends Need for Money-Market Fund Reforms
By Melanie WaddellMoney-market fund reform is one of the areas of unfinished businesses leftover from the 2008 financial crisis, Robert PLaze told mutual fund directors at their annual policy conference.
June 15, 2012
Compass Powers Up With Big Plans for Volatility-Weighted Indexes and FundsCompass EMP Funds CIO Steve Hammers says that due to the broad market enhancement of the CEMP Indexes, his firms proprietary methodology is patent pending.
June 14, 2012
Spain, Cyprus DowngradedMoody's cut the ratings of Spain and Cyprus on Wednesday. Bond yields topped 7% for Spain, and in Italys first bond sale since Spains bailout yields surged.
June 12, 2012
S&P Capital IQ Launches Subadvisory Unit to Aid Indie AdvisorsS&P Capital IQ is getting into the subadvisory business in a big way, targeting independent advisors who seek help in building model portfolios.
June 12, 2012
SEC’s Money-Market Overhaul Faces Uncertain FutureSEC Chairwoman Mary Schapiro was stymied in her reform efforts last week, as a provision attached to a funding bill would require the SEC to study the situation once again.
June 08, 2012
The Fight Over 401(k) FeesRetirement plan fees can cost participants nearly $155,000 over the life of the plan, said a recent white paper by Demos, a liberal think tank. ASPPA says the paper is wrong.
June 08, 2012
Top Portfolio Products: Muni Bonds from PIMCO & Global Bonds from T. RoweNew products introduced over the last week include an indexed annuity offering a chronic care benefit from the Phoenix Cos. and five new volatility-weighted indexes from Compass Efficient Model Portfolios.
June 07, 2012
Putnam Investments Opens Office in ChinaPutnam Investments announced on Wednesday that it has opened an office in Beijing, the latest step in building its presence in strategic markets within Asia.