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.
Stable Value Fund Inflows Surge During August Volatility
By John SullivanInvestors flocked to stable value funds in an effort to smooth volatility experienced in August, apparently seeing them as a higher-yielding alternative to money markets.
September 18, 2011
Key Differences Between MLP FundsPlenty of ETFs, ETNs and open-end funds have been launched recently for master-limited-partnership investors.
September 17, 2011
At FPA San Diego, Currency Manager Merk Says No ‘Safe’ Assets LeftCurrency fund manager Axel Merk says investors need to throw out the risk-free component of their portfolio, as there is no such thing as a safe asset anymore.
September 16, 2011
Top 6 Portfolio Products: Merk Currency; Invesco Bond Funds Launched; Goldman Shuts AlphaFidelity just offered new searchable fixed-income research, and S&P said it will soon present its second annual mutual fund excellence awards.
September 16, 2011
Gundlach Guilty of Fiduciary Breach, but Awarded Millions in DamagesA jury awarded Jeffrey Gundlach and co-defendants $66.7 million but found he breached his fiduciary duty and violated trade secrets when the star fund manager broke off from TCW to start rival firm DoubleLine Capital.
September 15, 2011
August Fund Outflows: Worst Since Late ’08Outflows from funds and ETFs were more than $32 billion, the worst since November 2008, according to Morningstar and Strategic Insight.
September 15, 2011
Vanguard to Offer Bundled 401(k) Plans to Small BusinessesVanguard will offer a bundled 401(k) plan service for small companies, combining its services with the small-plans recordkeeping of retirement plan administrator Ascensus.
September 14, 2011
August Market Volatility: ‘Ordinary,’ Says VanguardThe S&P tends to move less than 1% per day, though it moved 2.5% per day for most of last month.