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.
Cerulli Report: Growth of Passive Mutual Funds and ETFs are Eroding Active Fund Market Share
By Warren S. HerschA report from Cerulli Associates concludes that the mix of passive mutual fund versus passive exchanged-traded assets has changed dramatically during the last 10 years.
October 27, 2011
Absolute Return Funds Offer Investment Alternative, but Approach with CautionUnlike traditional mutual funds, a new, innovative investment vehicle called absolute return funds provide investors with steady, stable returns in both bull and bear markets.
October 27, 2011
Ireland Sees Opportunity in Greek SolutionThe deal brokered by the euro zone nations to save Greece from default has opened a window of opportunity for Ireland in which Dublin may seek relief for its own wounded economy.
October 26, 2011
Balanced-Fund Returns Stable Over TimeAverage returns for funds with an equal mix of stock and bond allocations have historically been statistically equivalent during recessions and expansions, according to a Vanguard report released in early October that focused on balanced funds historical performance from 1926 through June 2009. The reason for this performance record, Vanguard...
October 26, 2011
Funds Decline Nearly 17.5 percent in Q3’11In the third quarter of 2011, equity funds posted declining results for the second quarter in a row and dropped 17.44 percent, reports Lipper, with world-equity funds (20.44 percent) trailing three other broad Lipper categories: mixed-equity funds (10.08 percent), U.S. diversified-equity funds (16.67 percent) and sector-equity Funds (15.36 percent). The...
October 26, 2011
Johnson Is New ICI ChairmanThe Investment Company Institute's Board of Governors elected Gregory Johnson, president and CEO of Franklin Resources, as ICI chairman for a one-year term, the group said in early October. In addition, the ICI membership elected a slate of governors to serve through the fall of 2014: James Boyle, president of...
October 26, 2011
Solid ProspectsMetals mining stocks are an option for investors who want to combine exposure to the metals price movements with an equity position in an underlying business, which one of the worlds top gold experts, Frank Holmes of US Global Investors recently stressed.
October 26, 2011
Building Value That LastsCorporate sustainability is beneficial for both managers and investors. According to Dow Jones, corporate sustainability is a business approach that creates long-term shareholder value by embracing opportunities and managing risks deriving from economic, environmental and social developments.