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.
The Really Long View From Doug Ober of Adams Express—Weekend Interview
By James J. GreenThe chief of the 82-year-old closed-end fund is thoroughly up to date with what's happening in the markets now, to his investors' benefit.
August 21, 2011
A New-Fangled SolutionThe stock market's roller-coaster of a ride following S&P's downgrading of the U.S.' credit rating on August 5 lent welcome exposure to a segment of the investment world. . .
August 18, 2011
Retail Investors Turn to Closed-End FundsHang on and ride it out is sometimes the best (and often only) plan to deal with market volatility. With few options left to investors to combat recent gyrations, one asset class is gaining traction with retail investorsclosed-end funds.
August 16, 2011
If Volatile Markets Persist, Pension Funds May Flee to BondsIf markets continue to be volatile post S&P's downgrade of U.S. debt to Double-A+, pension funds will attempt to minimize their losses and buy bonds, says Brett Goldstein, president of The Pension Department.
August 15, 2011
Top Portfolio Products: Morningstar Reports Heavy Fund Outflows, ETF IncreasesLast week, Morningstar reported that fund outflows fell heavily in July as ETFs increased. Meanwhile, in new portfolio products, Aberdeen has taken over management of The Singapore Fund.
August 11, 2011
Cerulli: Investors Flocking to Alternative FundsMutual funds that invest in alternative asset classes increased assets under management 60% in 2010, to $201 billion.
August 11, 2011
BlackRock Adds Index Funds for DC Plans as Index Trend GrowsBlackRock's head of defined contribution plans, Chip Castille, says the firm's launch of 10 new index funds comes in response to a growing trend toward index funds for DC plans.
August 11, 2011
Bill Gross’ Bet Pays Off as PIMCO Profits From Black SwansStaying true to PIMCOs CIO Bill Gross new normal forecast, PIMCOs hedged bets are paying off.