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.
Investing With a Contrarian Conscience: Appleseed Fund Goes for Gold, Scraps Big Banks
By Joyce HansonWhen investors think of socially responsible funds, they think of windmills, herbal tea and other investments that sacrifice return for lofty goals. But look at 5-star Morningstar-rated Appleseed Fund, and think again.
January 24, 2012
John Bogle: the Most Successful Wall St. OccupierThe founder of Vanguard and inventor of index funds greatest accomplishment may be yet to come: creation of a fiduciary society.
January 23, 2012
Top Portfolio Products: Vanguard Launches 2060 Fund as Innealta Rolls Out Two New FundsOther new products include an alternative income fund from Pyxis and a new managed income strategy from CLS
January 23, 2012
Target-Date Funds Beat Q3 Returns, End 2011 Down: IbbotsonTarget-date funds struggled to recover from volatility left over from a 'very tough third quarter,' according to the Ibbotson Target Maturity Report, released Monday.
January 23, 2012
Sterne Agee: $40 Billion Flowed into ETFs in the Fourth QuarterETFs in December, a seasonally strong month, generated $16.4 billion of inflows or an organic growth rate of 18.7%. For the quarter, ETF inflows totaled about $40 billion (15% organic growth rate).
January 23, 2012
Sterne Agee: $40 Billion Flowed into ETFs in the Fourth QuarterETFs in December, a seasonally strong month, generated $16.4 billion of inflows or an organic growth rate of 18.7%. For the quarter, ETF inflows totaled about $40 billion (15% organic growth rate).
January 20, 2012
SEC Orders Advisor With Ties to Wells Fargo to Explain Actions on Doomed CDOThe SEC ordered investment advisor Lisa Premo to answer questions about her alleged part in overstating the NAV of a fund after a CDO went into default in 2008.
January 20, 2012
Long-Term Mutual Funds See Worst Outflows in Three Years: UpdateMorningstar reported Friday that domestic mutual fund asset flows fared poorly through December 2011.