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.
BofA-Merrill Survey Shows Bump in Risk Tolerance
By Janet LevauxInvestors seem convinced that rates will remain low and have reduced their cash holdings in favor of equity positions.
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.
April 13, 2011
PIMCO Pushes ‘New Normal’ Strategy, Launches Emerging Markets Stock FundThe new funds are a strategic departure for the Newport Beach, Calif.-based firm, one of the world’s largest bond managers.
April 12, 2011
PIMCO's Gross Reduces Government Related InvestmentsPIMCO's $236 billion Total Return Fund reduced its share of U.S. government debt to minus 3% in March, while increasing its cash and cash equivalents to 31%, its highest percentage in four years.
April 10, 2011
February Yields Mostly Positive Results for Closed-End FundsThe RiverNorth Closed-End Fund Index’s best performing asset class in February was Convertible Bonds, returning 7.23%, driven by 3.7% discount narrowing.
April 08, 2011
Portfolio Products Round-Up: ‘Black Swan’ Events Saved Bonds in Q1, Lipper SaysIn this week's AdvisorOne portfolio products round-up, we look at fund launches from Goldman, Arrow, Van Eck Global and ProShares.
April 06, 2011
2011 Q1 Earnings Preview: Asset Manager Outlook Overshadows Big BanksAs Q1 2011 earnings season begins, portfolio manager Richard Levine of Neuberger Berman Income Equity Fund expects good news from the finance sector.