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.
Most Funds Struggle in Q2, Though Some Shine
By Janet LevauxWith U.S. markets off roughly 6-13% in the second quarter of 2010, very few funds were able to carve out positive results, according to Lipper data through June 30, 2010.
July 02, 2010
FundQuest Study: Active vs. Passive Investment ManagementFundQuest released a white paper on active versus passive investment management on Wednesday, June 30, that is intended to provide "actionable information" as a reference tool for portfolio construction.
July 02, 2010
Jeff Montgomery Named Chairman of AFAMcompany formerly known as Al Frank Asset Management, has named its CEO, Jeff Montgomery, as Chairman, effective August 1, 2010.
July 02, 2010
Jobs Report for June Showed Unemployment Down to 9.5%, but 125,000 Fewer JobsThe widely watched U.S. Labor Department employment report for June disappointed expectations, showing a decline of 125,000 payroll jobs, but it also showed that the unemployment rate edged down to 9.5%.
July 02, 2010
Financial Reform Bill: Sen. Cantwell Switches to 'Yes' VoteRepublican Senators Brown, Grassley, Snowe, and Collins still undecided.
July 01, 2010
IA Soapbox: Europe, ETFs, and the Fiduciary StandardThe European landscape of ETFs looks much different than the U.S., partly due to the lack of a fiduciary duty to clients among advisors there. Returning...
July 01, 2010
BlackRock Creates Target Date Fund That Morphs Into a Post-Retirement AnnuityAsset management giant BlackRock has developed a 401(k) target fund that morphs into a post-retirement annuity.
July 01, 2010
Mutual Fund Spotlight: One For AllIt may seem only natural that Chicago-based Ariel Investments' flagship $2.3 billion Ariel Fund attracts more attention than the firm's other products. After all, it...