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.
SEC's Rominger: Agency Using 'Investor Testing' in Target Date Rulemaking Process
By Melanie WaddellThe SEC is conducting 'investor testing' as part of its rulemaking efforts on target date funds, to help the agency assess 'the types of information that investors believe are most useful when they choose their investments,' Eileen Rominger, director of the SECs Division of Investment Management, said Tuesday.
December 12, 2011
Which Are Better: Funds That Stick to Style, or Those That Wander?In a portfolio, exploring which funds and ETFs perform better in bear and bull markets when you look at category tracking. One finding: cap size matters
December 06, 2011
Are Target Date Funds the ‘Single Product Solution’?Yes, they remain popular, despite 2008, but they are not the income-producing Holy Grail of DC plans.
December 05, 2011
Advisors and Investing: Selecting, Monitoring Funds in the PortfolioMy process for selecting and then monitoring investing vehicles for my clients.
December 05, 2011
Philanthropy Focus: Maximize Client Charitable Giving, Pt. 2—Growth and GrantsFidelity Charitable's Amy Danforth on why growing assets and optimizing the granting process will help your client's philanthropy go further In this season of giving.
December 03, 2011
Top Portfolio Products: Invesco Sponsors App; Van Eck Launches Index FirmIn addition, Forward Management introduces new share class for fund; SEI implements new fund tax structure.
December 03, 2011
Leveraged Direxion ETFs Move From 2X to 3XThe funds' new investment objectives will seek daily results, before fees and expenses, of 300% leverage or 300% inverse performance of their target index.
November 30, 2011
Axel Merk: How to Save the EuroCan the euro be saved? Short answeryes, but it will take some doing, says currency manager AxeI Merk. In commentary released Wednesday, Merk examines what he calls 'the dual challenges of fiscal sustainability and bank solvency' which are key to the euros recovery.