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.
Bob Reynolds on Putnam Turnaround, Next Steps—Weekend Interview
By James J. GreenPutnam engineered a remarkable turnaround with the right people, the right products, the right compensation and now a focus on retirement income, Reynolds said.
June 21, 2011
Fed Expected to Stand Pat on Rates, QE3 at MeetingFed policymakers are expected on Wednesday to keep interest rates at historic lows and to make no plans for a third round of quantitative easing.
June 20, 2011
iShares Rolls Out Floating-Rate Note Fund; UBS Adds to Energy ETN GroupOther new investment products are launched by Neuberger Berman, Aperio, Aequam and Highland
June 17, 2011
Closed-End Fund Investors Still Wanted Fixed Income in MayEquity closed-end fund discounts remained stable during the month, while those of fixed income CEFs narrowed.
June 16, 2011
Schwab Focuses on 2012 Cost-Basis Regs for Funds and DRIPs; 1099-B ChangeLatest MKT report discusses how advisors should talk to clients on new IRS reporting requirements for 2012, along with change in Form 1099-B.
June 15, 2011
Schwab, TD Ameritrade Daily Trades Drop Over 22% in MayDiscount brokers see decline in client activity as major stock markets post similar results.
June 15, 2011
Supreme Court Ruling Hands Janus, Mutual Fund Industry Big WinIn backing the Denver-based Janus, one of the largest mutual fund companies, the high court's 5-4 decision will mean few changes for the way big asset managers govern themselves.
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.