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.
S&P 500 Q3 Earnings Outlook: Optimism in ‘Unprecedented High-Risk Environment’
By Joyce HansonEquity analysts for Standard & Poors see a vast gap between their expectations for record double-digit Q3 earnings versus investors loss of faith in analysts' optimistic earnings forecasts.
October 04, 2011
Administration Proposal Eliminates Tax Free Status of Muni Bonds for the AffluentHow will the elimination of the muni bond interest exemption affect your clients?
October 04, 2011
Bear Market Hugs S&P 500, Making Investors Run for CoverWith the S&P 500 officially entering a bear market early Tuesday, investors are scrambling for guidance as the fourth quarter begins.
October 04, 2011
Top 15 Mid-Cap Funds in Defined Contribution PlansResearch firm BrightScope announced Tuesday the top 15 mid-cap funds in the defined contribution industry.
October 03, 2011
Top Portfolio Products: Expanded IPO Indexes; New Australian Equity Trust; Filing for Van Eck-HOLDRs DealVanguard changes 10 funds; First Trust fund looks for IPO; Grandeur Peak to launch two funds; and Castle Investment Management cuts expense ratio.
October 01, 2011
'Go Anywhere' Funds: Easy to Like, Harder to QualifyThe popularity of such funds puts an extra onus on wealth managers to thoroughly vet a strategy and properly set expectations for its role in a clients portfolio.
October 01, 2011
Warning: Don't chase returns with exotic productsInterest rates are at historically low levels. That means many of your senior clients, who typically live on a fixed income, may be hurting.
October 01, 2011
Floating Over VolatilitySmooth out the volatility. Give up the full return potential for downside protection. Clients wont experience the high-highs, but they wont fall victim to the low-lows either.