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.
Merrill, Fidelity, Vanguard Rank Tops in Cogent 401(k) Loyalty Survey of Plan Providers
By Joyce HansonA Cogent survey of 401(k) sponsors ranks BofA Merrill with the highest loyalty rating in the micro market of $5 million or less. Fidelity rates highest among $5 million to $20 million plans, and Vanguard rates highest with mid-size plans over $20 million.
June 21, 2010
At Morningstar Conference, Don Phillips Says Watch Four TrendsRegulation, trust, complexity, and risk are trends to watch as the Morningstar Investment Conference kicks off
June 21, 2010
Morningstar Confab: Watch Four Trends, Says PhillipsRegulation, trust, complexity, and risk are trends to watch as the Morningstar Investment Conference kicks off in Chicago.
June 21, 2010
Street Sentiment Drifting Lower, Remains Off '10 PeakThough the markets are faring well, the sentiment of Wall Street firms tracked by First Coverage is trending bearish.
June 17, 2010
American Beacon Hosts Its First Annual Investment ForumAmerican Beacon Advisors showed off its broad range of funding strategies and sub-advisors, and held a lively panel discussion on investment opportunities at its Oversight 360? First Annual Investment Forum on June 16, in New York.
June 17, 2010
First Allied Taps Ex-LPL Financial Vice PresidentFirst Allied Securities, based in San Diego, says it has hired Matt McGinness to lead its advisory consulting services.
June 16, 2010
SEC Proposes Enhanced Target-Date Fund DisclosuresThe Securities and Exchange Commission (SEC) proposed rules on Wednesday, June 16, seeking to provide investors with enhanced information about target date funds.
June 16, 2010
The Hartford Mutual Funds Launches 3 Wellington-Managed Global FundsAs global economies change rapidly and investors increasingly seek alternative funds where they can put their money, The Hartford Mutual Funds has launched three global funds sub-advised by Wellington Management Co.