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.
Flight to Safety Benefited Government and Agency Closed-End Funds
By Patrick W. GalleyIn November, closed-end fund investors flocked to governments and agencies, narrowing the discount, RiverNorth reports
January 03, 2012
Goldman Defends Islamic Bond Program as Conforming to Sharia LawA program begun by Goldman Sachs in October to offer a $2 billion sukuk that conforms to sharia law has been defended by an advisor to the firm.
January 02, 2012
Global X and IndexIQ Realign ETFsGlobal X Funds is planning to liquidate eight funds, two months after IndexIQ folded three Asia-focused ETFs.
January 02, 2012
What Lies Ahead for the Euro?Would Italy be where it is today had Berlusconi planned its public finances as well as he planned his private events?
January 02, 2012
Templeton’s Mobius on 2012 Outlook: Market Volatility Here to StayMarket volatility will be a continued risk in 2012, and its difficult to say when the next crisis may hit, says Mark Mobius, Franklin Templetons emerging markets guru.
January 02, 2012
Four Lessons Learned About Investing and Clients in 2011Mike Patton on picking funds, buying funds, communicating with clients and getting organized.
December 29, 2011
ECB Steps In After Italy Bond SaleItaly sold bonds on Thursday, but not as many as hoped in thin trading. While yields fell, they were still not far from euro-lifetime highs as investors displayed concern over the country's ability to sustain itself. After the auction, the European Central Bank stepped in to purchase Italy's bonds on...
December 28, 2011
Retirement Reality; Worst Decade; Manage Volatility With Managed Futures: January Investment Advisor—SlideshowIts hard enough to get retirement planning right with all the challenges your clients facemarket volatility, living longer than they imaginedthat could take their savings, but have you considered some of the other challenges they face that could take their lives?