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 To Eye Target Date Funds
By Linda KocoThe Securities and Exchange Commission will be focusing on several areas in the year ahead, including target date funds, surprise inspections of money managers, disclosures and 12(b)1 fees.
February 01, 2010
Commodities Help Diversify PortfoliosBroad-based exposure to a basket of commodities can provide meaningful diversification to a portfolio even during turbulent markets.
February 01, 2010
Strong Fund Returns in '09, Best Since '03, Lipper SaysThe returns of mutual funds in 2009 are in, and according to Lipper, performance was stellar. World equity funds (up 42.38 percent) posted their...
February 01, 2010
What the Rankings MeanThe ETF rankings provided in this article (Overweight, Marketweight, Underweight) are based on a proprietary S&P methodology that incorporates an assessment of the ETF's underlying...
February 01, 2010
Schwab Keeps Up the Price PressureSchwab is cutting costs, again. Charles Schwab Corp. announced January 7 that it will begin charging a flat $8.95 per online trade of equities or...
February 01, 2010
The ETF Advisor: S&P 500 ETFs[Editor's Note: This is a longer version of the article which appeared in the print edition of Investment Advisor, Februrary 2010 and includes S&P rankings...
February 01, 2010
Bond Demand GrowsAfter vacuuming around $42 billion over the past 12-months, it's been a good year for managers of bond ETFs. The credit market is slowly returning...
February 01, 2010
'09 Fixed Income Results: 'Quite a Year,' Analysts SayThough General U.S. Treasury Funds lost 4.77 percent for December to finish the year down 6.47 percent, notes Jeff Tjornehoj, research manager for the U.S....