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.
Mutual Fund Spotlight: Firm Foundation
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniA manager who has consistently delivered above average returns to investors in one of the best performing stock mutual funds on the market (the FBR...
September 23, 2009
Vanguard to Use Floating BenchmarksSome index funds to use Barclays Capital float-adjusted bond indexes
September 23, 2009
New Putnam Target Date Funds Mix Absolute Return, Traditional StylesFunds seek to mitigate market volatility and create a more stable sequencing of investment returns
September 23, 2009
Hennessy Completes SPARX Deal; Gains $74 Mil. in AssetsHennessy Advisors now manages the SPARX Funds, which have been renamed the Hennessy Select SPARX Japan Fund and Hennessy Select SPARX Japan Smaller Companies Fund.
September 23, 2009
T. Rowe Enhances Advisor Web SiteFund company streamlines site for intermediaries
September 16, 2009
Time to Consider Reverse Mortgages?Recent declines in portfolio values have left retirees stuck between reducing withdrawals and increasing the risk of portfolio depletion. But some may want to consult with an advisor about accessing that equity through a reverse mortgage.
September 14, 2009
Pensions ReboundA drop in corporate bond yields probably hurt the typical large U.S. defined benefit pension plan in August.
September 14, 2009
Retail Sales and Business Inventories Rose in AugustRetail sales jumped higher in August than in the previous five months while business inventories saw their biggest rise in two years and business sales also rose after tumbling downward for two months, the U.S. Commerce Department reported Tuesday.