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.
Rogue advisors: Still plenty o' Ponzi schemes
By Harry LewAuthorities have charged an 80-year-old New York woman and her son with grand larceny for allegedly perpetrating a $10 million Ponzi scheme.
March 25, 2011
'Europe Is Not Going Away,' Argues David Marcus: Weekend InterviewA disciple of the legendary Michael Price, Evermore Funds’ founder David Marcus sees opportunity in Europe, which Germany will defend, along with the euro.
March 25, 2011
David Marcus Seeks Opportunity for New Funds: Weekend InterviewA disciple of the legendary Michael Price, Evermore Funds’ founder David Marcus brings a focus on opportunity and catalysts as a ‘go anywhere’ value investor.
March 24, 2011
Lipper Fund Awards 2011 Go to MFS and Delaware as Best Overall WinnersLipper Fund Awards 2011 were announced at a ceremony in New York on Thursday, with MFS and Delaware Management winning as best overall groups.
March 24, 2011
Lipper Fund Awards 2011 Go to MFS and Delaware as Best Overall WinnersLipper Fund Awards 2011 were announced at a ceremony in New York on Thursday, with MFS and Delaware Management winning as best overall groups.
March 23, 2011
Arrow Investment Advisors Reaches $1.5 Billion in Assets, Makes Key HiresArrow Investment Advisors announced that five years after its founding it had reached $1.5 billion in AUM in its mutual fund and subadvisory businesses, and that it had hired Ray Amani as director of product development and Lori Klash Winkler as director of communications.
March 23, 2011
Top Equity Fund Performers: T. Rowe, Invesco, FranklinT. Rowe Price, Invesco and Franklin Resources stood out as top performers but Janus and AllianceBernstein ranked poorly in a KBW report on equity fund returns.
March 20, 2011
How an Advisors’ Advisor Chooses 'Best in Class' FundsEric Haas carefully researches commodities, small-caps and other asset classes to help ensure clients’ wealth.