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.
Despite Strong Markets, Equity Funds See Outflows
By Janet LevauxWorldwide, bond funds grew by close to $7 billion.
March 09, 2012
At Lipper Awards, PIMCO Wins Best Large Equity Fund; Nuveen Best Overall Fund FamilySuprisingly, PIMCO's $250 billion-plus Total Return Fund didn't even get a mention on Lippers long list of U.S. fund award winners.
March 09, 2012
Fidelity Investments’ 2011 Profit Rises 13 PercentThe companys operating income rose 13 percent in 2011, the third consecutive year of rising profits after a slowdown during the financial crisis.
March 09, 2012
Watching the Fund FlowsIt's been a good couple of months for the American stock markets but mutual funds haven't been reaping the reward.
March 08, 2012
Calvert Analyst Brings Sustainability Principles to U.N. for International Women’s DayAditi Mohapatra, a sustainability analyst at Calvert Investments, spoke before the United Nations two days ahead of International Womens Day to discuss diversity principles for business.
March 08, 2012
Lifecycle Funds Grew 8% in Q4 to $842BAssets in target-date mutual funds remain highly concentrated among five firms, says Strategic Insight.
March 07, 2012
Big Banks Join Greek Debt SwapBy Thursday Greece must win over the rest of the participants to exchange new bonds for old, or it will invoke collective action clauses to compel additional bondholders to participate. The target is to reduce the countrys privately held debt of 206 billion euros ($270 billion) by 53.5%.
March 07, 2012
SEC’s Schapiro in Dust-Up Over Money Market ConferenceThe refusal by the agency's chairman to attend a major money market industry conference in Orlando next week is raising concerns that the coming proposal will be sweeping and severe.