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.
Funds for Rising Interest Rates
By Ed McCarthy, CFP, RICPA group of financial advisors explains the 10-plus funds they consider advantageous in a climate with rising interest rates and how they use these products to better position clients.
May 18, 2010
Five Must-Read Fund ItemsSEC Issues Worthless Warnings on Fund Performance Ads Forbes.com writer Ahmed Taha analyzes the SEC's warnings to investors about not using a fund's past performance...
May 18, 2010
How a Top Advisor Uses Mutual Funds for International InvestingA conversation about mutual funds and international investing with Tom Orecchio, CFA, CFP, ChFC, a principal with Modera Wealth Management in Westwood, N.J.
May 17, 2010
Vanguard Research Paper States the Case for Bond DiversificationIn recent months, investors have been peppering Vanguard with questions about how they should react to prospects of rising interest rates.
May 17, 2010
Mutual Fund Wrapup: Fund Flows Have Strong Q1, AprilMorningstar says inflows through April at $165 billion; financial funds are doing well; Fidelity, SteelPath launch products
May 14, 2010
Mutual Fund Wrap-Up: Fund Flows Have Strong Q1, AprilMorningstar data says inflows through April 2010 stand at $165 billion; financial funds are doing well; Fidelity launches a corporate-bond fund, and SteelPath rolls out MLP products.
May 13, 2010
Vanguard Research States Case for Bond DiversificationIn recent months, investors have been peppering Vanguard with questions about how they should react to prospects of rising interest rates, including whether they should reallocate their bond portfolios defensively into shorter-maturity funds
May 13, 2010
New Faith-Based Funds Aim to Increase Sales in Non-Profit SectorBoomers looking for investments that reflect their beliefs can take advantage of three new fund families offered by The Hartford. The company recently announced it...