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.
Fund Groups 'Regaining Lost Ground'
By Janet LevauxThrough August 31, 2009, more than $226 billion flowed into U.S. open-end funds, according to the latest data compiled by Morningstar. "Fund firms are close...
October 01, 2009
Vanguard Eyes More Bond IndexesVanguard has filed a registration statement with the Securities and Exchange Commission for seven new bond index funds and ETFs. The new offerings will...
October 01, 2009
About the ManagerCharles "Chuck" Akre has been in the securities business since 1968. He previously held positions as shareholder, director, CEO of the asset management division, and...
October 01, 2009
Fiduciary ScorecardAs part of the screening process of mutual funds that I might use for my clients, I decided early in 2009 to search for global...
October 01, 2009
Roth Conversion in 2010On January 1, 2010, nearly $1.4 trillion of retirement assets will become eligible to be converted to a Roth IRA. The Tax Increase Prevention...
October 01, 2009
Reading Between the Labor Dept.'s LinesPhyllis Borzi, the new assistant secretary of labor and head of the Department of Labor's Employee Benefits Security Administration (EBSA) gave her first press interview...
October 01, 2009
Not Quite So Risky BusinessOne of the investment advisor's major tasks is to help manage risk for clients, but if your clients are invested in municipal bonds, you'd better...
October 01, 2009
Danger & Opportunity: He's Got the MomentumCliff Asness is known as a hedge fund manager who caters to institutions, is a true believer in momentum investing, and despite his University of...