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.
Annuity Analytics: AXA Equitable Retirement Cornerstone
By Moshe A. MilevskyPRODUCT REVIEW Last month I addressed a variable annuity that protects retirees against the dreaded risk of inflation by offering a guaranteed payout rate linked...
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.
May 26, 2010
U.S. Durable Goods Rose 2.9% in April, Beating ExpectationsNew orders for U.S. durable goods rose 2.9% in April largely due to a $7 billion increase in commercial aircraft, for the fourth increase in the last five months after a slight decrease in March, the Commerce Department reported Wednesday, May 26.