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.
'Time to Rebalance' Portfolios, Says Vanguard's Philips: Weekend Interview
By Janet LevauxTo gauge the various factors influencing international markets today and where the best investing opportunities are, AdvisorOne spoke with Chris Philips, senior analyst in the investment strategy group at Vanguard.
May 23, 2011
Columbia Management Closes Purchase of Grail AdvisorsAt a special shareholder meeting on Friday, after shareholders had voted to approve a change in investment managers for all the ETFs formerly managed by Grail Advisors, ColumbiaManagement Investment Advisors, closed its acquisition of Grail effective at the close of business that day.
May 21, 2011
Portfolio Products Roundup: Russell Launches New Index ETFs; Fidelity, Others Add Global FlavorMeanwhile, commodity funds focused on agriculture and silver see record flows.
May 20, 2011
Winning Ariel Fund Highlights Warren Buffett’s ‘Moats’John W. Rogers Jr.’s socially responsible Ariel Fund beat or nearly met its benchmarks using Warren Buffett’s “moats” concept.
May 20, 2011
Investors Now Pick Twice as Many Funds for Retirement: Millionaire CornerWith more choices in their retirement plans, participants are picking twice as many mutual funds to include in their portfolios, the Spectrem Group says.
May 19, 2011
BlackRock Buys Back BofA’s $2.5 Billion StakeBlackRock and Bank of America have struck a deal for the world’s largest money manager to buy back BofA’s $2.5 billion share in the company.
May 19, 2011
What Do Young DC Plan Participants Favor? Vanguard Tells AllVanguard survey finds target-date funds, auto-enrollment contributed to higher allocations to equities among all ages.