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.
Research Groups Post Latest Data, Trends
By Janet LevauxAccording to the Financial Research Corporation, stock and bond funds experienced net inflows of $32.7 billion in March. International/global equity-objective…
June 01, 2011
The "Great Divide" debate continuesI want to congratulate Senior Market Advisor on a great and balanced piece of reporting in their April issue---the comparison of the two very different practices of Jerry Tokunaga and Richard G. Dragotta in "The Great Divide."
June 01, 2011
Viva la MiddlemenOne of best things about being around this industry longer than I care to admit is watching good people succeed and prosper. The folks at Aston Funds…
June 01, 2011
PIMCO's Gross: Bond Investors Are Like Boiling FrogsWhat do bond investors and boiling frogs have in common? Bill Gross thankfully answers the question.
June 01, 2011
Putnam Named Sub-Advisor of Two Fixed-Income FundsThe Boston-based fund shop will do the work for Mackenzie Investments, another affiliate of Power Financial Corporation of Canada.
May 31, 2011
The "Great Divide" debate continuesI want to congratulate Senior Market Advisor on a great and balanced piece of reporting in their April issue---the comparison of the two very different practices of Jerry Tokunaga and Richard G. Dragotta in "The Great Divide."
May 31, 2011
No-Load Share Classes Without 12b-1 Fees Tops in Mutual Fund Sales: Strategic InsightNo-load share classes, particularly those without 12b-1 fees, have become "the single most important share class in mutual fund sales through intermediaries," according to a new study by Strategic Insight (SI).
May 31, 2011
Portfolio Products Roundup: Invesco Launches Battery of Funds; Russell, Axioma Go Long-OnlyIn the week leading up to Memorial Day, new product launches included Invesco PowerShares’ introduction of nine “Fundamental Pure Style” ETFs, Russell and Axioma’s new suite of “long-only” factor-based indexes and Palmer Square Capital Management’s launch of its first mutual fund. In addition, Global X introduced its new ETF focused...