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.
Mutual Fund Shareholder Reports Under Scrutiny
By Arthur D. PostalAs the SEC continues its work on how investors could be getting more useful disclosures, mutual fund shareholder reports are suddenly under the microscope.
November 01, 2011
Profiting from MoralityBrian Payne, vice president of investments at Wells Fargo Advisors in Dallas, has had a close association with the Muslim community in the Dallas/Forth Worth area for about five years.
November 01, 2011
Tiger 21: Ultra-Wealthy Keen on Preserving, Not Risking, Their MoneyA new survey of high-net-worth investors--with an average portfolio size of $83 million--suggests the ultra-wealthy place a far greater emphasis on preservation of capital than ordinary investors.
October 31, 2011
T. Rowe Price Funds Now at No Fee on Schwab PlatformAdvisors are now able to purchase T. Rowe Price Advisor Class shares for clients at no transaction fee on the Schwab Mutual Fund OneSource platform for institutional investors.
October 31, 2011
Cerulli Report: Growth of Passive Mutual Funds and ETFs are Eroding Active Fund Market ShareA 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 31, 2011
Cerulli Report: Growth of Passive Mutual Funds and ETFs are Eroding Active Fund Market ShareA 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
Axel Merk: Is Occupy Wall Street a Threat to the Dollar?Will the Occupy Wall Street protests have a detrimental effect on the dollar? No doubt some protesters hope so, and currency manager Axel Merk says the notion isnt farfetched.
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.