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.
The Closed-End Fund Alpha Opportunity: Skittish Asset Prices
By Patrick W. GalleyFear and greed abound in today's markets. However, there is a bright spot: skittish times mean skittish asset prices, and that's where the opportunity now lies in closed-end funds. The alpha potential is in the inefficiencies of the closed-end market.
October 01, 2010
PowerShares Embraces FundamentalsIn what could signal a new trend in the indexing world, Invesco PowerShares revamped one of its bond ETFs to follow a fundamentally weighted bond...
October 01, 2010
Fund Flows Continue into BondsStock and bond funds in the United States experienced net inflows of $15.4 billion in July, reports the Financial Research Corporation. This is down 34...
October 01, 2010
Pimco Leaders Assess Markets, Government PoliciesPimco's CEO and Co-CIO Mohamed A. El-Erian says business at the bond shop is "booming," which is not a good sign for the U.S. economy,...
October 01, 2010
Will Treasuries Plunge?With the Federal Reserve reiterating its stance on a low interest rate environment, falling bond yields have been a major investment theme so far this...
October 01, 2010
Do Living Benefits on Indexed Annuities Make Sense?Given the success that the variable annuity industry has had with offering living benefits as riders on their products, we shouldn't be surprised that the...
September 29, 2010
Vanguard Overtakes Fidelity as Top Manager by AssetsVanguard had $1.3 trillion in assets under management as of July 31, compared with Fidelity's $1.24 trillion.
September 29, 2010
USAA Funds Selling on E*TradeE*Trade's 2.3 million brokerage investors can now buy 18 mutual funds from USAA,thanks to an agreement announced Friday.