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.
U.S. Fund Investors Put $24 Billion Into Stocks, Bonds in May: Strategic Insight
By Joyce HansonMutual fund investors added about $24 billion in net new cash to U.S. stock and bond funds in May, Strategic Insight reported Monday, a slight decline from April.
June 13, 2011
Global X Funds’ Dividend ETF Attracts Huge Trading VolumeGlobal X Funds announced that its SuperDividend ETF is among those that generated the highest volume on their first day of trading in 2011.
June 09, 2011
At Morningstar Advisor Conference, Rapid Fire Round Table on Macro-Economic IssuesDon Phillips, Scott Burns, Russ Kinnel tackle large items in short amount of time.
June 09, 2011
Fairholme’s Berkowitz Defends Performance, Details Decisions: Morningstar ConferenceBerkowitz, suffering from laryngitis, nonetheless answered questions from Morningstar’s Don Phillips about the investments he makes, his macroeconomic viewpoint and the criticism he’s received over his fund’s poor performance during the past six months.
June 09, 2011
Morningstar to Introduce New ‘Forward-Looking’ Rating SystemAnalyst system meant to supplement, not replace, traditional ‘star’ rating.
June 08, 2011
Russell LifePoints Passes $1 Billion in AUMRussell Investments LifePoints target date funds saw 44% percent growth, a trend seen elsewhere in the industry.
June 08, 2011
Treasuries Rallied, Demand for Individual Munis Stabilized in May: BondDesk ReportA “flight to quality,” triggered by downbeat U.S. employment and housing data and the continuing Greek debt crisis, sent investors out of equities and into Treasuries in May.
June 07, 2011
PIMCO’s Bill Gross Loses Big on Lehman BondsLosses on certain Lehman bonds traded by PIMCO are estimated to exceed $3.4 billion.