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.
Wells Fargo Shares 2010 Outlook: 'Little Upside'
By Janet LevauxThe Wells Fargo Advisors’ Advisory Services Group, led by chief macro strategist Gary Thayer, has just released its 2010 Midyear and Economic Outlook,…
July 23, 2010
Fund Portfolio Solutions from a Top AdvisorEach month we ask an advisor about the mutual funds he or she would consider for a simplified client scenario. Here's this month's scenario: ...
July 23, 2010
Scrutinizing Large-Cap Value Funds: Mutual Fund Focus, July 2010A core holding for many portfolios is the large-cap value fund, an investment style so ubiquitous that there are more than 400 of them available to U.S. investors alone.
July 22, 2010
Conference Board Leading Economic Index for June Signals Recovery Is Slowing as FearedThe Conference Board's leading economic index for the U.S. fell 0.2% in June to 109.8, following a 0.5% increase in May and a 0.1% decline in April, the board said Thursday, July 22.
July 22, 2010
SEC Wants 12B-1 Restrictions on VA SubaccountsThe U.S. Securities and Exchange Commission (SEC) is calling for new limits on use of 12b-1 distribution fee provisions in the mutual funds in variable annuity subaccounts.
July 22, 2010
Existing Home Sales Fell 5.1% in June With End of Home Buyer Tax CreditExisting home sales fell 5.1% in June, with 5.37 million single-family homes, townhomes, condos, and co-ops sold compared to 5.66 million in May, the National Association of Realtors said.
July 21, 2010
How a Top Advisor Uses Income FundsThis month's scenario: Clients are a retired couple in their early 70s, who have relied on interest income to supplement their pensions and Social Security....
July 21, 2010
Five Core Funds for Conservative InvestorsEvery portfolio needs a solid foundation, especially those owned by conservative investors. Here are five core funds used by several top advisors that can help keep conservative clients on course.