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.
SEC Proposes Target-Date Fund Disclosure Rules
By Allison BellThe U.S. Securities and Exchange Commission wants issuers of target-date investment funds to use tag lines to describe fund asset allocations.
June 11, 2010
Siegel Says It's 'Still OK' to Buy StocksIn terms of historic-valuation levels, today's stock markets offer investors excellent opportunities for positive returns in the future.
June 08, 2010
Life After Lehman: Neuberger Berman Marks First Year of FreedomNeuberger Berman celebrates its first full year of independence from the bankrupt Lehman Brothers, but the asset management firm continues to free itself from creditors' 48% ownership stake.
June 08, 2010
Gundlach, a Leading Bond Manager, Finds Opportunity: Podcast InterviewIn exclusive interview, Jeffrey Gundlach notes housing market remains difficult.
June 08, 2010
Pace of Mutual Fund Flows to Slow, FRC Study SaysMutual fund net sales posted a record-high year in 2009 and despite their strong flows year-to-date through April this year ($187 billion), Financial Research Corporation (FRC) expects they will slow down overall by the end of 2010.
June 07, 2010
Podcast: Leading Bond Manager Finds OpportunityIn part one of a two-part, exclusive Wealth Manager interview, DoubleLine Capital Chief Investment Officer Jeffrey Gundlach discusses with www.WealthManagerWeb.com Editor in Chief Kate McBride...
June 04, 2010
Corporate Pension Plan Assets Plummeted in May, BNY ReportsMonthly statistics published by BNY Mellon Asset Management released Friday, June 4, found that plunging stock markets in May sent pension plan assets falling.
June 03, 2010
Vanguard Adds Target-Date Fund, Giving Fund Giant 12 Lifecyle FundsThe Vanguard Target Retirement 2055 Fund could help the fund giant market its products to investors now between 18 and 22 years of age