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.
At Schwab Impact, Altegris Launches Futures-Fixed Income Fund Subadvised by Gundlach
By James J. GreenThe Altegris Futures Evolution Strategy mutual fund uses DoubleLines fixed income strategies to supplement managed futures strategies.
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.
October 27, 2011
Ireland Sees Opportunity in Greek SolutionThe deal brokered by the euro zone nations to save Greece from default has opened a window of opportunity for Ireland in which Dublin may seek relief for its own wounded economy.