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.
New Hire Roundup: At FDIC, Gruenberg Takes Helm From Bair; Bostrom Goes to SNR Denton
By Marlene Y. SatterAlso, this week in new hires, Lennon and Rappa join DC team, Unger to head plan sponsor sales at Russell; Grandeur Peak launched; Penn Mutual advances Flannery.
July 20, 2011
To Improve Target-Date Fund Performance, Folio Uses Relational DiversificationFolio Investing announced on Monday that since launching its suite of target-date funds in 2007, the average return for the 2010, 2020, 2030 and 2040 Moderate target-date folios was 1.13% higher per year than the average return for comparable target-date funds offered by three other mutual fund companies.
July 18, 2011
AdvisorOne’s 2011 Q2 Earnings Calendar for the Finance SectorAdvisorOne presents a calendar of finance-sector companies reporting second-quarter 2011 earnings, with a focus on firms of greatest interest to financial advisors.
July 15, 2011
Are U.S. Companies Really American? Is EAFE Past Its Prime?International value manager Sarah Ketterer says the EAFE Index is going the way of the buggy whip because where a company is located doesn't tell investors where its revenues are generated.
July 14, 2011
What's Next for PIMCO Total Return?S&P mutual fund analyst Todd Rosenbluth looks at PIMCOS's upcoming ETF version of its Total Return offering.
July 14, 2011
Italian Bond Rate Jumps at AuctionItaly was forced to pay record yields on bonds sold at auction on Thursday.
July 14, 2011
DFA Shows New Focus on Retirement Planning at Chicago ConferenceFund company rolls out ‘Managed DC’ product for U.S. market, following Bill Bradley speech on U.S. retirement challenges.
July 13, 2011
Ireland Slashed to Junk; EU Considers Greek DefaultMoody's downgraded Ireland's debt to junk status as the EU pondered options to deal with the crisis in Greece.