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 8 Trends for Asset Managers in 2012: Cerulli
By Joyce HansonDespite market turbulence, asset managers in the U.S. and around the globe have emerged more focused than ever, says Cerulli in its 'Top Trends to Watch in 2012' report.
March 27, 2012
All Alternative Funds Are Not Created Equal: How to TellWith an assist from Altegris Investments new educational site for advisors, how to evaluate alternatives for your clients' portfolios.
March 27, 2012
AIJ Chief Denies Cheating, Admits Loss Cover-upSpeaking publicly for the first time since AIJ made headlines for losing client funds, the company president, Kazuhiko Asakawa, said that while he did cover up losses of $1.3 billion, he had never intended to cheat his customers and had been confident that the firm could recover the money.
March 26, 2012
Lifecycle Products Grew 8% in Q4 to $842 BillionTarget-date and target-risk products grew 5% in 2011 and 8% in fourth quarter, according to New York-based Strategic Insight.
March 26, 2012
Stats Show Bond Fund ShiftSince the 2008 financial crisis, the intermediate-term bond category has grown from less than $500 billion in assets to nearly $930 billion.
March 26, 2012
BlackRock Adds Bond SectorsBlackRock, sponsor of the iShares ETFs, launched seven bond ETFs focused on specific segments within the fixed income market.
March 26, 2012
Merrill, Goldman, Seafarer Launch FundsBank of America said recently that it launched the Merrill Edge Select Portfolios to give its mass-affluent clients access to actively managed, diversified portfolios with a minimum balance requirement of $20,000 and a 1% yearly management fee.
March 26, 2012
The Case for Liquid Alternatives in Mutual FundsA liquid alternatives mutual fund offers the potential for diversification and return enhancement similar to that of a traditional hedge fund.