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.
Expense Ratios Fell on DC Plan Stock Mutual Funds in 2010: ICI
By Danielle AndrusParticipants in 401(k) plans paid lower expense ratios overall; plan sponsors 'are seeking and getting good value,' says ICI.
July 01, 2011
ETFs At Last: The Future of 401(k)sInvestments in traditional 401(k) plans have been limited to mutual funds representing a variety of asset classes. However, exchange-traded funds (ETFs)…
July 01, 2011
Tim and Ted's Excellent AdventureThe answer to the question everyone’s asking is “like a fox.”
July 01, 2011
Morningstar Confab Puts Focus on TIPs, Munis, Commodities & Ratings(Chicago) PIMCO Co-Chief Investment Officer Bill Gross painted a gloomy picture of U.S. investment prospects during his opening keynote address at the…
June 29, 2011
Debt and Debate: Let Markets Do Talking on Default FearsDamian Paletta, writing in his Washington Wire blog, points to evidence that some investors could be taking note of the political fight and bracing for the worst possible outcome.
June 28, 2011
Target Date Funds’ Stock Holdings Are Too Risky: Putnam StudyA new Putnam Institute study says target date funds that are too aggressive in their exposure to stocks put retiring investors at risk.
June 27, 2011
Are Money Market Funds in Danger?At issue is whether the hefty exposure of money market funds to European debt securities, especially as Greece's economy wobbles under the weight of its problems, make those funds vulnerable to breaking the buck, which in turn could lead to a run on the funds.
June 25, 2011
Top Portfolio Products: Deutsche Bank Rebrands; Gemini Launches New TrustPhoenix Companies introduce annuity; Strategic Insight, PLANSPONSOR bring out Pathfinder 2.0