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.
Can Bonds Continue to Outperform?
By Janet LevauxBonds have outperformed stocks by a large margin over the past year because of the financial crisis, and they've also roughly matched stocks over the...
September 01, 2009
Tactical Versus StrategicIn strategic asset allocation, long-term capital expectations are integrated with a client's goals and a target allocation is established. With tactical asset allocation, adjustments are...
September 01, 2009
Marrying Long and ShortThe first two funds are linked to the Russell 3000, a barometer of the total U.S. stock market while CSM is linked to the Credit...
September 01, 2009
ALPS Goes for Equal WeightsALPS Equal Sector Weight (EQL) is benchmarked to the Banc of America Securities-Merrill Lynch Equal Sector Weight Index. It owns each of the nine Select...
September 01, 2009
Commentary: Is It OK to Be Leveraged and Short?Despite ballooning assets and increased trading volume, leveraged and short ETFs are coming under attack. A mid-year regulatory alert sent to financial professionals by the Financial...
August 27, 2009
TIPS for Inflation: IA Mutual Fund Focus, August 2009IA Mutual Fund Focus, August 2009
August 26, 2009
Standard and Poor's MarketScope Advisor Expands PlatformA bond research portal is the newest addition to MarketScope Advisor, part of Standard and Poor's (S&P) Equity Research services.