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 Portfolio Products: Social Media ETF From Global X; Forward Debuts Long/Short Fund
By Marlene Y. SatterPanda Power closes fund; Neuberger Berman celebrates a milestone; Russell goes mobile.
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
November 11, 2011
Top 5 Small Cap Mutual FundsMarket 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.