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.
To Improve Target-Date Fund Performance, Folio Uses Relational Diversification
By Danielle AndrusFolio 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 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.
July 12, 2011
Majority Leader Cantor Denies Debt-Ceiling Conflict Over InvestmentA spokesman for Rep. Eric Cantor tells AdvisorOne that the Congressman strongly denies Huffington Post charge that his portfolio would benefit from a U.S. government default.
July 11, 2011
Top Portfolio Products: First Trust ISE Cloud Computing Index Fund; Goldman India and Korea FundsThis week in new products, ISE announced a First Trust cloud computing ETF while Goldman Sachs launched funds focused on India and Korea.
July 08, 2011
Less Risky Ways to Invest in Social Media: Portfolio FixMany investors may prefer to access these types of volatile issues through broadly diversified mutual funds and exchange traded funds.