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.
Mutual Fund Spotlight: The World Their Oyster
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniThe two men--who are both RIAs with over 28 years of investment experience each and who launched the Encompass Fund in 2006--look to invest exclusively...
June 01, 2010
Retirement Planning: Lifetime Income, Target Date Funds To Center StageLifetime income and target date funds are taking center stage this spring, while a proposed Department of Labor regulation freshening up the term 'fiduciary' is...
May 28, 2010
Bull, Tech Funds Leading the Pack; Vanguard Reopens Convertible FundIn the taxable fixed-income group, the bull and ultra-long Treasuries dominate the quarter-to-date and year-to-date charts, according to Lipper data.
May 28, 2010
Bull, Tech Funds Leading the Pack: Mutual Fund Weekly WrapupThe latest Lipper research--tracking fund categories and fund performance--indicates that, among the largest funds, the Pimco Total Return Fund has risen 3.75% year to date, though in the week ended May 28 it declined 0.5%.
May 27, 2010
FRC: Target-Date Funds Still Niche PlayersTarget-date funds now hold just 4% of U.S. retirement plan assets, according to Financial Research Corp.
May 26, 2010
Nuveen and State Street Debut Build America Bond ETFUnlike most municipal bonds, BABs are taxable and current yields are comparable to corporate bonds, which historically have had a higher default rate than municipal bonds.
May 26, 2010
Vanguard Introduces Commission-Free ETF TradingThe Vanguard Group has moved to offer commission-free ETF trades for 46 of its exchange-traded funds (ETFs). The changes became effective in late May and allow...
May 26, 2010
FRC: Target-Date Funds Still Niche PlayersTarget-date funds now hold just 4% of U.S. retirement plan assets, according to Financial Research Corp.