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.
Viva la Middlemen
By Bob ClarkOne 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…
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...
May 26, 2011
'Time to Rebalance' Portfolios, Says Vanguard's Philips: Weekend InterviewTo 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 24, 2011
Mutual Funds Race to Join Active ETF FrayEaton Vance, Janus, others planning rollouts.
May 24, 2011
FINRA Fines Nuveen Investments $3 Million for Misleading MarketingFINRA has fined Nuveen Investments, the largest manager of closed-end funds, $3 million for creating misleading ARPS brochures in 2008.
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.