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.
Top 5 Small Cap Mutual Funds
By John SullivanMarket volatility has been especially hard on small cap managers of late, but Investing 101 dictates that what goes down must come up, and the steeper and deeper in, often (but not always) means the steeper and higher out.
November 11, 2011
Scott David of T. Rowe on Adding Its Funds to Schwab's NTF Platform: Schwab Impact VideoThe head of distribution for T. Rowe Price talks to AdvisorOne's Jamie Green about adding T. Rowe's mutual funds to the Schwab OneSource NTF platform, and what he's learned from his highly respected predecessor, John Commack.
November 10, 2011
J.P. Morgan Proposes New Model for 401(k) Plans (Reuters)The average 401(k) plan has more than 18 investment options -- but that might not be true for long. J.P. Morgan has proposed a new, simplified plan that asks participants to choose between three different investment "buckets."
November 10, 2011
Europe in Disarray as Contagion SpreadsAs both Italy and Greece fumbled with successor governments, worries over officials failure to find a solution to the debt crisis spread contagion to Italy, where bond yields broke records.
November 07, 2011
John Hussman Warns: Probability of Recession ‘Near 100%’John Hussman, the former international finance professor turned portfolio manager, warns that 'nearly every traditional asset class is priced to achieve miserably low long-term returns right now.
November 06, 2011
Top Portfolio Products: Vanguard Adds Two Funds; Russell Launches ThreeAmerican Century, IndexIQ expand offerings; Putnam introduces fund.
November 03, 2011
Putnam Bets on Capital Preservation in ‘Floating-NAV World’Investors have taken a trillion dollars in assets out of money market funds since the Lehman crisis in 2008 and now Putnam Investments is looking to create a new home for these discouraged investors seeking safety but balking at low yields.
November 03, 2011
Mutual Fund Shareholder Reports Under ScrutinyAs the SEC continues its work on how investors could be getting more useful disclosures, mutual fund shareholder reports are suddenly under the microscope.