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.
Advisors Fail Affluent Women, Spectrem Group Says
By Marlene Y. SatterAffluent women want more advice before they invest. Spectrem's Wolper suggests advisors spend more time with women and focus on planning rather than returns.
October 24, 2011
Putnam Introduces Funds, Tool to Help Retirees Manage IncomePutnam Investments on Monday officially launched its Retirement Income Lifestyle Funds, a suite of three income-oriented mutual funds, along with a retirement income analysis tool that can be used with the funds to make sense of the complexities presented by the savings withdrawal phase of retirement.
October 24, 2011
Top Portfolio Products: Schwab Adds Dividend ETF, Ashmore EM Mutual FundNew products introduced over the last week include a new dividend ETF from Schwab. Also, Ashmore launched a new emerging markets fund, and Russell expanded two of its indexes to global markets.
October 21, 2011
Don’t Blame All ETFs for Market Volatility, Schwab SaysAs the SEC considers whether exchange traded funds are to blame for causing the recent spate of market volatility, Charles Schwabs ETF team stepped forward Friday to defend them.
October 19, 2011
Target Date Funds Get Better and Bigger, Report Finds (Reuters)Target date funds are increasing in popularity, and they're also serving customers better, according to a new report from Brightscope/Target Data Analytics.
October 19, 2011
Target Date Funds Get Better and Bigger, Report Finds (Reuters)Target date funds are increasing in popularity, and they're also serving customers better, according to a new report from Brightscope/Target Data Analytics.
October 18, 2011
Advisors Rank Top 5 Internal, External Fund WholesalersA report released by Cogent Research found that advisors favor certain mutual fund companies when it comes to their internal and external wholesaling efforts.
October 17, 2011
Mutual Fund Excellence Award Winners: S&P Capital IQVanguard, Manning & Napier, T. Rowe Price and Tweedy Browne all won multiple awards in this year's S&P Capital IQ U.S. Mutual Fund Excellence Awards Program.