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.
Reconsidering the Case for Commodities
By Ed McCarthy, CFP, RICPOne investment firm contends that the fundamental case for commodities has changed since the late 1990s
May 11, 2011
Flexible flyersI continue to like flexible mutual funds, the ones that can move from commodities to gold and, later, to overseas or domestic equities
May 11, 2011
Flexible flyersI continue to like flexible mutual funds, the ones that can move from commodities to gold and, later, to overseas or domestic equities
May 11, 2011
Vanguard Lowers Investment MinimumsVanguard said Wednesday that it was reducing the minimum investment requirement from $3,000 to $1,000 for the 12 funds in its index-based Target Retirement Fund series.
May 11, 2011
Top Fund Families See Slight ShiftSome fund families are moving into or close to the top-10 list, such as Dimensional Fund Advisors and J.P. Morgan Asset Management.
May 10, 2011
Bruce Berkowitz, Fairholme Fund: The Extended 2011 IA 25 ProfileBruce Berkowitz is the man(ager) of the moment—which always sounds nice, but is usually fleeting (Legg Mason’s Bill Miller anyone?).
May 10, 2011
Morningstar Announces New Fund Categories to Better Classify AlternativesTo better classify alternative investments, Morningstar has added 10 new alternative investment categories within the Morningstar Category classification system.
May 09, 2011
Lipper's Fund Trends Report Points to Money Markets, Target Dates, ETF AssetsFund trends to watch include money markets, target date funds and ETF assets, says a Lipper report published in conjunction with the firm's 2011 fund awards.