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.
Five Must-Read Fund Items
By Ed McCarthy, CFP, RICPFRC: Advisers Still Drive Fund Sales Despite a reduction in the advisory force, retail advisers still represented nearly 60 percent of total mutual fund gross...
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.
July 21, 2010
BlackRock Doubles Q2 Net Income, but Client Outflow Problems PersistBlackRock reported Q2 2010 net income of $432 million, up $214 million from a year ago and up $9 million from the first quarter.