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.
Muni Funds Record Fifth Straight Month of Inflows
By John SullivanAs investors continue their desperate search for yield, municipal bond funds hit their fifth consecutive month of inflows, racking up more than $100 million in January, according to Boston-based Cerulli Associates.
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.
February 15, 2012
ECB Plans to Surrender Greek Bond ProfitsECB officials Joerg Asmussen and Luc Coene support the idea, and discussions are under way to determine how to book such profits up front so that they can be provided to Greece as an early lump sum.