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.
Top Portfolio Products: Baird Launches Fund; Fidelity Adds Two
By Marlene Y. SatterNew products introduced over the last week include a new small-cap value fund from Baird; two new funds from Fidelity; and three new investment managers and sixteen new funds for The Hartfords defined contribution retirement program offerings.
May 11, 2012
Strategic Insight: Flows into U.S. Stock and Bond Mutual Funds Decline in AprilNet inflows into long-term U.S. stock and bond mutual funds in April totaled $26.5 billion. This compares with net inflows of $32 billion in March.
May 11, 2012
SEC’s Schapiro Adamant About Money-Market Fund ReformsDuring a conversation between Schapiro and Mellody Hobson, president of Ariel Investments, at the ICI's annual conference, Hobson said the industry and the SEC were at loggerheads over the SECs plans.
May 10, 2012
PIMCO’s Gross Slashes Emerging-Market Debt PositionBill Gross is making some moves. After tweeting Tuesday that the U.S. was getting closer to QE3, Gross, who runs the worlds biggest bond fund, cut his holdings of emerging-market debt to a two-year low.
May 09, 2012
How Advisors Can Avoid the Nightmare of Apple in PortfoliosAAPLs presence in decidedly non-large-cap portfolios highlights the challenges in building style-pure portfolios; holdings-based style analysis can ease that burden.
May 09, 2012
ICI Opposes SEC’s Attempt to Rein In Money-Market FundsPaul Schott Stevens, president and CEO of the ICI, pointed out two initiatives the ICI is fighting: the SECs further attempts to rein in money-market funds, and the CFTCs amendments to a commodities rule.
May 09, 2012
PIMCO’s Gross: Focus on Short-Term Securities, QE3 Is ComingThe bond king says real assets and commodities should occupy an increasing percentage of portfolios.
May 07, 2012
For Sale: Active Management 50% Off at PIMCOAs more money managers jump into the ETF business, financial advisors and their clients are being offered the bargain of a lifetime: Funds managed by established managers with rock bottom fees.