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.
DoubleLine Opens Growth Fund to Load, No-Load Share Classes
By Joyce HansonDoubleLine has opened its Multi-Asset Growth Fund to mutual fund investors via an A load share class (DMLAX) and an I no-load share class (DMLIX).
February 14, 2011
Risk and Return: Mutual Fund 'Alternatives' of All StripesAdding alternatives to portfolios to improve their risk/return profile is getting easier with the proliferation of “alternative strategies” offered as mutual funds.
February 14, 2011
Muni Bonds Fall for 13th Straight WeekMuni bond outflows reached $1.2 billion in the week ending Feb. 9, compared with $1.1 billion in the prior period. Net outflows since mid-November are at $21.67 billion.
February 14, 2011
The Interest Rate Question and Municipal Bonds, Part III: Is Now the Time to Buy?It’s likely, argues Ben Warwick after digesting the insights of PIMCO and James Grant, that the tax-free sector will get even more attractive.
February 14, 2011
Morningstar Adds Individual Bond Data to Advisor PlatformsCompany says it is responding to advisor demand for price and performance data on individual bonds and to get a more holistic view of client portfolios.
February 11, 2011
The Municipal Bond Trade, Part II: Is Now the Right Time to Buy?The fundamentals are certainly interesting, and buying opportunities certainly exist in some types of munis, says Ben Warwick of QES and Aspen Partners.
February 11, 2011
A Good January for Closed-End FundsThe RiverNorth Closed-End Fund Index is up 1% in January, with an average discount of 3.28%
February 11, 2011
WBI Absolute-Return Funds Now Available on Pershing Fund VestWBI Investments Inc.’s two mutual funds are now available on Pershing Fund Vest and will soon be available on other platforms, WBI CEO and founder Don Schreiber Jr. said.