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.
John Hancock, Liberty Mutual and Mutual of Omaha Unveil New Products
By Warren S. HerschOwners of Liberty Mutuals single premium deferred annuity may choose from a menu of three modules that give them extra safeguards and access to their money, in exchange for a reduction in the interest rate they earn.
October 09, 2011
The Perils of Exchange Traded FundsDespite their retail-friendly image today, ETFs were originally designed as a product for professional fund managers and institutional investors, and their involvement is still high.
October 07, 2011
$20 Billion Seen in Weekly Fund Outflows, Report SaysEight of the nine major equity fund groups tracked by EPFR Global posted outflows during the week ending Oct. 5, the research group said Friday, as did six of the seven major fixed-income fund groups and five of the nine major sector fund groups that include ETFs.
October 06, 2011
OppenheimerFunds to End Donor Advised Fund ProgramOppenheimerFunds will end its Legacy Donor Advised Fund Program and transfer the assets to Fidelity Charitable, the firms chief marketing officer, Marty Willis, announced in a Sept. 9 letter to account holders.
October 05, 2011
S&P 500 Q3 Earnings Outlook: Optimism in ‘Unprecedented High-Risk Environment’Equity 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 05, 2011
John Hancock Survey: Investor Sentiment Declines Sharply in Third QuarterIn contrast with previous quarters, fewer investors have a positive view of the equity markets, while an increasing share are more comfortable putting their money into fixed or liquid vehicles, such as bonds or cash.
October 05, 2011
John Hancock Survey: Investor Sentiment Declines Sharply in Third QuarterIn contrast with previous quarters, fewer investors have a positive view of the equity markets, while an increasing share are more comfortable putting their money into fixed or liquid vehicles, such as bonds or cash.
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?