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.
Avoiding Mutual Fund Cap Gains This Year; Preparing for a Better 2011
By Mike PattonIn his latest posting on the Road to Independence, advisor Mike Patton talks about avoiding mutual fund capital gains distributions, and shares one step he's taking now to make 2011 a better year for his practice.
November 26, 2010
November’s Closed-End Fund Theme: Volatility in Muni BondsThe story in closed-end funds in November has been the volatility in the municipal asset class, with 12-month highs in trading volume, widening discounts and lower prices.
November 24, 2010
Commenters Weigh in on EBSA Fiduciary ProposalRetirement plan managers and advisors are praising proposed changes in plan investment advisor rules, but others say the proposal would be too hard on employee stock ownership plans.
November 23, 2010
More Advisor-Friendly Cuts: Vanguard Ends Minimums on 25 FundsVanguard is eliminating the formerly high investment minimums on 25 of its equity and bond index mutual funds' Signal Shares.
November 19, 2010
12b-1 versus 12b-2Of the series of concerns that industry trade groups raised with the Securities and Exchange Commission (SEC) in their comments concerning revisions to mutual fund...
November 19, 2010
Lipper Reports Bad Week for Most FundsThe latest Lipper statistics show that bear funds had a good week while others weakened.
November 18, 2010
Which Mutual Funds Bought GM?Investors interested in owning a piece of General Motors may have to wait a bit longer before finding out which mutual funds have exposure to the newly traded stock.
November 18, 2010
Ireland Steps Back From Brink as Bailout ExpectedIreland's situation, which had grown more tenuous as fears spread of default, eased on Thursday, as Patrick Honohan, Ireland's central bank governor, said he expected loans of "tens of billions" of euros.