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: Sector Mutual Fund, ETF Flows Declined 5.2% in 2011
By Warren S. HerschThe report finds that sector mutual funds and ETFs attracted $25.3 billion in 2011. This is down 5.2% from 2010's net inflow of $26.7 billion.
February 22, 2012
PIMCO Quits SIFMA Splinter GroupPIMCO is leaving the American Securitization Forum, an offshoot of SIFMA that represents underwriters and holders of securitized debt. The bond fund behemoth cited what it believed was a lack of advocacy on behalf of the organizations money manager members as the reason.
February 22, 2012
5 Simple Steps for Fund SuccessFour CFAs plus a five-step due diligence process equals solid performance for the money managers at TAMRO Capital Partners and their Aston/TAMRO Diversified Equity Fund (ATLVX)
February 21, 2012
U.S. Economy Shows Strength as Dow at 4-Year High Nears 13,000: Schwab’s AguilarU.S. economic improvement, housing market stability and strong corporate profits have contributed to the stock markets solid performance in 2012 as the Dow hits a four-year high.
February 21, 2012
Greece, Europe Agree on Bailout to Avert DefaultAfter months of wrangling and several missed deadlines by Greece, euro zone finance ministers finally reached accord on a new bailout for Athens that included additional austerity measures and cuts for private bondholders.
February 17, 2012
Italian Police Seize $6 Trillion of Fake U.S. Treasury BondsItalian police said on Friday announced they had seized about $6 trillion worth of fake U.S. Treasury bonds, worth roughly a third of the entire U.S. national debt that, if released into the worldwide financial system, could potentially have caused serious disruptions.
February 17, 2012
John Bogle on Taxes: Praise for Obama; Raise Capital GainsOften at odds with the modern fund industry he helped create, Bogles comments ran counter to vehement opposition from investment managers and trade organizations over raising taxes on dividends and capital gains.
February 17, 2012
Top 20 TIPS Funds in 401(k) Plans: BrightScopeResearch firm BrightScope announced this week the Top 20 Treasury Inflation Protected Securities (TIPS) funds by total distribution.