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 Rates Target-Date Funds: Vanguard, T. Rowe, JPM, American Tops
By Joyce HansonMorningstar has updated its target-date fund family ratings for Q1 2011. Topping the list are funds run by Vanguard, T. Rowe Price, JPMorgan and American Funds.
May 05, 2011
Mutual of Omaha Expands 401(k) OfferingsMutual of Omaha announced Thursday that it is expanding its investment lineup with 20 new funds, including target-date funds from Vanguard.
May 05, 2011
ICI Conference: Morningstar's Phillips Tells AdvisorOne Passive Strategies Attracting AssetsDon Phillips, managing director of Morningstar, says the fund industry is trying to overcome the fact that the “wind has not been at the back” of its bread-and-butter strategy—active management. Rather, “passive strategies are where the flows have gone."
May 05, 2011
Q2 Outlook: Artio, LPL, BlackRock Predict Stock Dip; J.P. Morgan, S&P Eye QE2Outlooks from Artio, BlackRock and LPL Financial show expectations for a slower Q2 in stocks, and the end of the Fed's QE2 has JPM and S&P taking opposite views.
May 03, 2011
Small Firms Outpace Larger Firms in AUM GrowthOf the 25 fastest growing fund firms, 20 had less than $5 billion in stock and bond fund assets under management, Strategic Insight announced Tuesday.
May 02, 2011
Morningstar Report Finds Target-Date Funds ReboundOnce widely criticized, fund product sees new inflows.
May 02, 2011
Portfolio Products Round-Up: UBS-Wells Fargo, Envestnet, National Advisors Trust, SPDR ETFsAs fund companies enter the second quarter of 2011, product deals have come from a diverse range of shops, including UBS in a deal with Wells Fargo, Envestnet in a strategic initiative with Vestmark and National Advisors Trust in partnerships with Advisors Asset Management and EPIC Advisors Inc.