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.
Long-Term Mutual Funds See Worst Outflows in Three Years: Update
By John SullivanMorningstar reported Friday that domestic mutual fund asset flows fared poorly through December 2011.
January 17, 2012
SEC Charges UBS Arm With Improper Mutual Fund PricingThe SEC on Tuesday charged an investment advisory arm of UBS with failing to properly price securities in three mutual funds that it managed, which resulted in a misstatement to investors of the net asset values of those funds.
January 17, 2012
BofA Lowers Fees, Expands Online Platform for Merrill EdgeThese changes aim to boost business with Bank of America-Merrill's mass-affluent investors who do most of their trading online.
January 17, 2012
Northwestern Mutual Joins the GameNorthwestern Mutual has become an official corporate partner of the NCAA through a deal that it reached with CBS Sports and Turner Sports.
January 16, 2012
What Fund Flows in 2011 Mean for Investors in 2012A Lipper expert describes some important trends from last year and what they may signal for both advisors and investors this year.
January 16, 2012
New Tool for Alpha Generation: S&P MarketScopeI'm evaluating Standard & Poor's MarketScope tool to help me with my mutual fund and other investment vehicle selections for client portfolios. So far, so good.
January 15, 2012
Top Portfolio Products: New PIMCO, State Street FundsPlus other new products and portfolios are launched by Franklin Templeton, SteelPath, Brown and Envestnet.
January 13, 2012
Long-Term Mutual Funds See Worst Outflows in Three YearsMorningstar reported Friday that domestic mutual fund asset flows fared poorly through December 2011. Long-term mutual funds had a second consecutive month of net redemptions with outflows of $10.6 billion in December.