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.
Morningstar Conference Features Gross, Fink, Berkowitz
By John SullivanMorningstar kicks off its 23rd annual investment conference for financial advisors Wednesday afternoon in Chicago with a keynote speech by PIMCO's Bill Gross. ‘Big picture, fixed income’ focuses of this year’s agenda, says Morningstar’s Phillips.
June 02, 2011
PIMCO’s El-Erian: QE2 Failed to Boost U.S. GrowthWhile the bond-purchase program pushed investors into higher-yielding assets such as stocks, the “transmission mechanism” to lower unemployment by driving more money into the economy didn’t work, El-Erian of PIMCO said.
June 01, 2011
Getting High in the Munibond MarketSome munibond investors complain that yields still aren’t high enough, but a new munibond ETF from State Street Global Advisors (SSgA) aims to change…
June 01, 2011
Research Groups Post Latest Data, TrendsAccording 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
Vanguard Lowers MinimumsVanguard said in mid-May that it would reduce the minimum investment requirement from $3,000 to $1,000 for the 12 funds in its index-based Target Retirement…
June 01, 2011
Exchange-Traded Products Hit Record $1.13 Trillion in April: IndexUniverseApril’s stock rally contributed to a record $1.13 trillion in U.S.-listed exchange-traded products (ETPs), IndexUniverse.com reported Monday.
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…