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: Van Eck Adds Another China ETF
By Marlene Y. SatterNew products introduced over the last week include a renminbi bond ETF from Van Eck and three new funds from Gemini. In addition, First Eagles U.S. Value Fund marked its 10th anniversary.
October 11, 2011
Vanguard Launches 401(k) Plan for Small BusinessesVanguard launched a small business 401(k) plan service in September that provides a low-cost plan, including index funds and target-date funds, in a bundled retirement plan package. The service is provided directly to sponsors of 401(k) and profit-sharing plans with assets up to $20 million, as well as to advisors...
October 11, 2011
John Hancock, Liberty Mutual and Mutual of Omaha Unveil New ProductsOwners of Liberty Mutuals single premium deferred annuity may choose from a menu of three modules that give them extra safeguards and access to their money, in exchange for a reduction in the interest rate they earn.
October 11, 2011
John Hancock, Liberty Mutual and Mutual of Omaha Unveil New ProductsOwners of Liberty Mutuals single premium deferred annuity may choose from a menu of three modules that give them extra safeguards and access to their money, in exchange for a reduction in the interest rate they earn.
October 10, 2011
Top Portfolio Products: BlackRock Launches 3 Funds; New Putnam Fund Seeks Total ReturnNew products introduced over the last week include three alternative investment funds from BlackRock, a new dynamic allocation fund from Putnam, and two Credit Suisse funds reorganized into Aberdeen funds.
October 09, 2011
The Perils of Exchange Traded FundsDespite their retail-friendly image today, ETFs were originally designed as a product for professional fund managers and institutional investors, and their involvement is still high.
October 07, 2011
$20 Billion Seen in Weekly Fund Outflows, Report SaysEight of the nine major equity fund groups tracked by EPFR Global posted outflows during the week ending Oct. 5, the research group said Friday, as did six of the seven major fixed-income fund groups and five of the nine major sector fund groups that include ETFs.
October 06, 2011
OppenheimerFunds to End Donor Advised Fund ProgramOppenheimerFunds will end its Legacy Donor Advised Fund Program and transfer the assets to Fidelity Charitable, the firms chief marketing officer, Marty Willis, announced in a Sept. 9 letter to account holders.