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.
Socially Responsible Funds Outperformed Investing Benchmarks in 2009
By Bob KeaneResults for SRI funds cover nearly all asset classes--especially large cap funds
January 20, 2010
A Powerful Rebound for TDFsThe stock markets' rebound in 2009 has benefitted 2010 target-date funds (TDFs), with many staged solid recoveries, according to a recent Morningstar report.
January 20, 2010
Fund Portfolio Solutions from a Top AdvisorEach month in this column, we ask an advisor about the mutual funds he or she would consider for a simplified client scenario. Here's this...
January 20, 2010
Alternative Strategies Gaining MomentumHedge funds had a good year in 2009. According to the Hedge Fund Research, the HFRI Fund Weighted Composite Index was up 20.04 percent for...
January 11, 2010
Schwab Cuts Equity Commissions to $8.95 per TradeAlso introduces new fee-based portfolio advisory program of ETFs
January 05, 2010
When You Wish Upon a StarFew accolades matter as much to a mutual fund as Morningstar's five-star designation. But, whether an investor can expect higher returns from higher rated funds is an important question.
January 05, 2010
Municipal InsecuritiesWith U.S. tax receipts, income tax collections and sales tax revenues down, many investors are worried about the fiscal health of municipal issuers at the state and local levels.
January 01, 2010
"Is federal oversight in target-date funds' future?"Target-date funds are just another example of the wonderful "buy and hold" strategy ... or should I say "buy and hope!"