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.
Balanced-Fund Returns Stable Over Time
By Janet LevauxAverage returns for funds with an equal mix of stock and bond allocations have historically been statistically equivalent during recessions and expansions, according to a Vanguard report released in early October that focused on balanced funds historical performance from 1926 through June 2009. The reason for this performance record, Vanguard...
October 26, 2011
Solid ProspectsMetals mining stocks are an option for investors who want to combine exposure to the metals price movements with an equity position in an underlying business, which one of the worlds top gold experts, Frank Holmes of US Global Investors recently stressed.
October 26, 2011
Building Value That LastsCorporate sustainability is beneficial for both managers and investors. According to Dow Jones, corporate sustainability is a business approach that creates long-term shareholder value by embracing opportunities and managing risks deriving from economic, environmental and social developments.
October 26, 2011
Advisors Fail Affluent Women, Spectrem Group SaysAffluent 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 26, 2011
Economy Calls for Dividend Yield-Based Portfolios, O'Shaughnessy's Meredith SaysDividend-paying companies provide higher returns in tough markets, according to O'Shaughnessy Asset Management's director of research.
October 26, 2011
Most Investors Don’t Know How Bonds Are Priced: Schwab StudyAdvisors want more access to the byzantine world of bond buying, Charles Schwab senior V.P. Peter Crawford tells AdvisorOne, but a study from his firm shows brokerages arent sharing enough information.
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.