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.
Mercer Data Study Shows DC Participants Fare Better With Automated Plan Features
By Joyce HansonDefined contribution plan participants who used automatic rebalancing and deferral increase saw greater balance increases, by as much as 26%, according to a Mercer study.
July 08, 2010
New Commodity, Brazil Funds on TapRussell Investments launches a commodity strategies fund, while Global X rolls out an ETF tied to a Brazilian consumer-sector index.
July 08, 2010
Retail Chain-Store Sales, Revolving Credit, Jobless Claims Show Consumers on Shaky GroundRetail, credit, and jobless claims data released Thursday, July 8, suggested that the U.S. economy continues its upward climb but that consumers have a long way to go before they can regain the ground they lost when the recession hit.
July 07, 2010
Lower Returns Ahead, says PIMCO's GrossBut the weak markets do present investors with some good global buying opportunities, notes a PIMCO analysts.
July 07, 2010
Hartford Investment Management Hires Manager From Neuberger BermanHartford Investment Management Co. announced Wednesday, July 7, the hiring of Ray Humphrey as senior vice president and senior portfolio manager with the company's Inflation Plus Fund and U.S. Government Securities HLS Fund.
July 07, 2010
Schwab RIA Study Shows Advisors Moving Full Speed Ahead With Growth PlansDetermined to buck the nation's trend toward sluggish economic growth, independent RIAs are charging ahead with plans to grow their businesses, says a Charles Schwab Advisor Service study released Wednesday, July 7.
July 06, 2010
Cerulli Global Report: Charities, Pensions Outpace Life Insurers' Demand for Alternative InvestmentsAs charity, endowment, and pension trustees become more sophisticated in their investment strategies, they demanding more from asset managers, says research firm Cerulli Associates in its July report focusing on global trends and data.
July 06, 2010
Forward Management Study: Active Asset Allocation Is a Prudent StrategyIn a new white paper by Forward Management that challenges traditional portfolio construction, the company argues that the traditional "set-it-and-forget-it" approach to asset allocation is too passive.