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.
SEC to Probe Use of Derivatives by Mutual Funds, Closed-End Funds, ETFs
By Melanie WaddellSEC action is latest step in its ongoing review of the use of derivatives by mutual funds and other investment companies regulated under the Investment Company Actincluding ETFs and closed-end funds.
August 31, 2011
Gundlach’s DoubleLine Total Return Bond Fund Exceeds $10 Billion in AUMSuperstar fund manager Jeff Gundlach's DoubleLine Total Return Bond Fund has reached $10 billion in AUM just 16 months since the fund launched.
August 31, 2011
PIMCO Launches PIMCO Credit Absolute Return FundPIMCO announced Wednesday the launch of the PIMCO Credit Absolute Return Fund. The company describes it as a fund for investors seeking a global, diversified strategy that is focused on absolute return and not constrained by a benchmark.
August 30, 2011
EBRI: Target Date Fund Ride Scared Some Out of StocksAbout 80% of the workers who had all 401(k) plan assets in target-date funds during the 2008 stock market crash have kept the assets in the funds, but some have gone to cash.
August 30, 2011
PIMCO’s Gross ‘Crying in His Beer’ on Anti-Treasury BetGross said in an interview, When youre underperforming the index, you go home at night and cry in your beer. Its not fun, but who said this business should be fun. Were too well paid to hang our heads and say boo-hoo.
August 29, 2011
Correlations Augur for Asset Class DiversificationA recent article in The Wall Street Journal supports our earlier assertion that equity sectors are becoming highly correlated.
August 29, 2011
Don’t Give Up on Small-Cap Stocks: Don HodgesDon Hodges' Hodges Small Cap (HDPSX) mutual fund has seen an especially terrible summer, but he stands behind the fund, saying that investors make their money in a bear market.
August 28, 2011
Top Portfolio Products: Global X Partners With Dorsey Wright; Hartford Grows Annuity BusinessBroadridge releases mobile ProxyVote platform for Canadian shareholders; Assurity Life adds e-signature, new product.