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.
Don’t Blame All ETFs for Market Volatility, Schwab Says
By thinkadvisorAs the SEC considers whether exchange traded funds are to blame for causing the recent spate of market volatility, Charles Schwabs ETF team stepped forward Friday to defend them.
October 18, 2011
Advisors Rank Top 5 Internal, External Fund WholesalersA report released by Cogent Research found that advisors favor certain mutual fund companies when it comes to their internal and external wholesaling efforts.
October 17, 2011
Mutual Fund Excellence Award Winners: S&P Capital IQVanguard, Manning & Napier, T. Rowe Price and Tweedy Browne all won multiple awards in this year's S&P Capital IQ U.S. Mutual Fund Excellence Awards Program.
October 17, 2011
Top Portfolio Products: Van Eck Adds Another China ETFNew products introduced over the last week include a renminbi bond ETF from Van Eck and three new funds from Gemini. In addition, First Eagles U.S. Value Fund marked its 10th anniversary.
October 17, 2011
AdvisorOne’s 2011 Q3 Earnings Calendar for the Finance SectorThe third-quarter 2011 earnings period is now underway, with many finance-sector companies reporting.Here is AdvisorOne's calendar marking expected Q3…
October 12, 2011
SEC Advances Volcker RuleA day after being approved by the FDIC, the SEC approved the proposed rule implementing the Volcker rule, mandated under Section 619 of Dodd-Frank.
October 11, 2011
Vanguard Launches 401(k) Plan for Small BusinessesVanguard launched a small business 401(k) plan service in September that provides a low-cost plan, including index funds and target-date funds, in a bundled retirement plan package. The service is provided directly to sponsors of 401(k) and profit-sharing plans with assets up to $20 million, as well as to advisors...
October 11, 2011
John Hancock, Liberty Mutual and Mutual of Omaha Unveil New ProductsOwners 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.