Mutual Funds
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Mutual Funds, U.S. Stock Funds Lead January Inflows; ETFs Dip: Morningstar
By Danielle AndrusMorningstar reported Monday that long-term mutual funds collected $29.8 billion in January 2011, while stock funds experienced their best month since February 2006.
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.
February 11, 2011
Portfolio Fix: Adding Global Bond Funds for DiversificationThree global-bond funds stood out from the rest as being worthy of further consideration.