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.
EBRI: Target Date Fund Ride Scared Some Out of Stocks
By Staff WriterAbout 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 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.
August 26, 2011
The Really Long View From Doug Ober of Adams Express—Weekend InterviewThe 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 22, 2011
Recession Priced Into Treasuries, as Yields Near Historic LowsInvestors flight to safety into U.S. Treasuries (despite the recent S&P downgrade) has driven yields toward historic lows and has market participants pricing in a recession, say market watchers such as Brent Burns of Asset Dedication.
August 22, 2011
Top Portfolio Products: Cantor Fitzgerald to Launch ETF Arbitrage, Van Eck Adds Mortgage REIT ETFThis week in new portfolio products, Cantor Fitzgerald announced that it will launch an ETF arbitrage business under Dan Segal, and Van Eck introduced a mortgage REIT income ETF.
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.