Mutual Funds
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Back to Basics: Large-Cap Growth Funds: Mutual Fund Focus, September 2009
By Vaughan ScullyAmong the dilemmas that haunt the world of investing, growth versus value is one of the most fundamental. Buy low and hope for a turnaround, or go with a proven winner, betting the streak will keep going?
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.
September 11, 2009
50-year milestone for Bill McDanielsIllinois Mutual recently recognized Bill McDaniels, right, for his distinguished 50-year career as a general agent with the company, during Illinois Mutual's 98th annual meeting in Peoria, Ill.
September 07, 2009
What's the Prognosis for Passive and Active Management?There is considerable debate over whether the recent decline in stock prices has resulted in a great buying opportunity. And which metrics should advisors use to evaluate that?