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.
Warning: Don't chase returns with exotic products
By National Ethics AssociationInterest rates are at historically low levels. That means many of your senior clients, who typically live on a fixed income, may be hurting.
September 29, 2011
Vice vs. Nice: Sustainability Debate Pits ‘Tea Party’ Against ‘European Social’ TeamsIn a sometimes feisty Oxford-style debate in New York, portfolio managers and professors sparred over whether socially responsible investment has any business contributing toor subtracting froma companys bottom line.
September 27, 2011
Tucker joins Tiger Woods boardLeo Tucker, managing partner of The Washington Group of Northwestern Mutual, has joined the board of governors at the Tiger Woods Foundation.
September 27, 2011
Cash Is King, Say BlackRock’s Doll and Fidelity’s SovieroAs corporations sit on mountains of cash, equities just might outperform bonds despite all the current craziness in the stock markets, said a group of portfolio managers at a Fidelity Investments forum.
September 27, 2011
Top Funds for Advisor LoyaltyT. Rowe Price and Legg Mason benefited the most this year as advisors' use of mutual funds grew in 2011, and over the next two years a switch to ETFs and SMAs is expected.
September 26, 2011
Top Portfolio Products: PIMCO Launches New Fund; Credit Suisse Plans New ETNPutnam launches new advisor site; AlphaShares offers yuan bond index; Invesco launches yuan bond ETF; Russell expands investment discipline indexes
September 26, 2011
NAACP, Partners Launch Financial Education ProgramThe NAACP announced Friday that, with partners that include Wells Fargo, the National Foundation on Credit Counseling, and the Financial Planning Association, it is launching the Financial Freedom Center Satellite program.
September 26, 2011
My 5 Favorite Alternative Investment FundsOver time, I've come to think of these five mutual funds as some of the best.