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.
Schwab Focuses on 2012 Cost-Basis Regs for Funds and DRIPs; 1099-B Change
By James J. GreenLatest MKT report discusses how advisors should talk to clients on new IRS reporting requirements for 2012, along with change in Form 1099-B.
June 14, 2011
Vanguard Launches Emerging Markets Select Stock FundVanguard, the largest mutual fund company in the U.S., has launched an actively managed emerging markets stock fund as investors seek more global returns.
June 14, 2011
U.S. Fund Investors Put $24 Billion Into Stocks, Bonds in May: Strategic InsightMutual fund investors added about $24 billion in net new cash to U.S. stock and bond funds in May, Strategic Insight reported Monday, a slight decline from April.
June 14, 2011
S&P Cuts Greece’s Rating to World’s LowestGreece on Monday was dealt a harsh blow by rater Standard & Poor's, which saddled the country with a credit rating lower than that of Pakistan—in fact, the lowest national credit rating in the world.
June 13, 2011
Federal Appeals Court Backs Disability ClaimantA federal appeals court in Pennsylvania has ruled against a mutual insurer and in favor of an injured railroad employee in a case involving an interpretation of the term "total disability."
June 13, 2011
Global X Funds’ Dividend ETF Attracts Huge Trading VolumeGlobal X Funds announced that its SuperDividend ETF is among those that generated the highest volume on their first day of trading in 2011.
June 09, 2011
At Morningstar Advisor Conference, Rapid Fire Round Table on Macro-Economic IssuesDon Phillips, Scott Burns, Russ Kinnel tackle large items in short amount of time.
June 09, 2011
Fairholme’s Berkowitz Defends Performance, Details Decisions: Morningstar ConferenceBerkowitz, suffering from laryngitis, nonetheless answered questions from Morningstar’s Don Phillips about the investments he makes, his macroeconomic viewpoint and the criticism he’s received over his fund’s poor performance during the past six months.