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.
Lifecycle of an SMA: Kirk Barneby and Interest Rate Risk Investing
By James J. GreenA Rydex mutual fund--the Rydex/SGI Long Short Interest Rate Strategy Fund--launched last July, but its roots go back to the 1970s.
April 17, 2011
Portfolio Products Round-Up: Global X, Van Eck Launch new ETFsDestra Rolls Out Ibbotson-Inspired Mutual Funds; FocusShares Taps JPMorgan for Morningstar ETFs
April 17, 2011
Portfolio Products Round-Up: Global X, Van Eck Launch new ETFsDestra Rolls Out Ibbotson-Inspired Mutual Funds; FocusShares Taps JPMorgan for Morningstar ETFs
April 15, 2011
BofA-Merrill Survey Shows Bump in Risk ToleranceInvestors seem convinced that rates will remain low and have reduced their cash holdings in favor of equity positions.
April 15, 2011
Senators Slam Goldman in Release of Financial Crisis Report‘Goldman clearly misled their clients and they misled the Congress,’ Levin says.
April 14, 2011
Equity Funds Have Strong Q1 in ’11Equity mutual funds grew by $50 billion in the first three months of 2011, as fixed-income funds attracted more than $34 billion.
April 14, 2011
Greek Bond Yields Driven Higher on Restructuring FearsThe yield on Greek bonds, particularly for short-term paper, skyrocketed Thursday as worries over the possibility of haircuts drove investors’ fears. Portuguese, Italian, and Spanish bonds followed, since anything that would initiate a Greek restructuring would likely affect the other troubled nations as well.
April 13, 2011
Strategic Insight, Morningstar Report Slower U.S. Stock Fund Inflows in MarchStrategic Insight and Morningstar both reported a slowing of inflows into U.S. stock mutual funds in March as demand grew for international equity funds and taxable bond funds.