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.
Where We’re Headed: T. Rowe Price Looks at 2012 Investment Strategies
By Joyce Hanson'This year has been an exhausting one,' said T. Rowe Price Chairman and CIO Brian Rogers at a media conference on the outlook for 2012. But according to T. Rowe's investing experts, there are glimmers of hope on the horizon for next year.
November 17, 2011
Bill Miller to Step Down From Legg Mason Value TrustLegendary value manager Bill Miller, who beat the S&P 500 for 15 years straight before underperforming for four of the last five years, will step down from running the Legg Mason Capital Management Value Trust fund in April.
November 17, 2011
Best & Worst 529 Plans: MorningstarMany parents of the countrys best and brightest soured on the 529 story after 2008. But the plans are making a comeback, and Morningstar helpfully points to the best, as well as those still in need of work.
November 16, 2011
Morgan Stanley Pays $3.3 Million in SEC Crackdown on Fee ArrangementsThe SEC on Wednesday charged Morgan Stanley Investment Management with violating securities laws in a fee arrangement that repeatedly charged a fund and its investors for advisory services they werent actually receiving from a third party.
November 14, 2011
EFSF Denies Reports of Own Bond PurchasesAfter a report by Britain's Sunday Telegraph that the European Financial Stability Facility had to resort to buying its own bonds when investors shunned them, the EFSF denied the report.
November 14, 2011
Morningstar's Phillips Talks to AdvisorOne About Launch of New Analyst Ratings for FundsMorningstar on Tuesday plans to launch in the United States its initial set of new global Analyst Ratings for funds and accompanying research as well as Global Fund Reports.
November 14, 2011
Vanguard Expert: Dividend-Paying Stocks ‘Are Not Bonds’As investors look to dividend-paying stocks for yields, an economist with Vanguard cautions them against substituting such investments for lower-volatility vehicles, like bonds
November 13, 2011
Top Portfolio Products: Fidelity Launches Two Funds; Highland Premieres OneAdams Express distributes 6%; Security Benefit debuts new fixed annuity