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.
Equity Funds Moving Up
By Ed McCarthy, CFP, RICPInvestors were still very much drawn to bond funds late in 2009. But stock funds improved their performance and some global funds drew new interest.
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!"
January 01, 2010
Markets, Funds Come BackFlows into emerging-market equity and the riskier bond fund groups have been losing momentum in early December, according to EPFR Global of Boston. At the...
January 01, 2010
Fund Assets, Ratios Hurt in early 2009, Recent Lipper Research ShowsLipper's fall report, "The Halfway Point," outlines changes to open-end fund expense ratios over the eight-month period from the end of October 2008 through...