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.
What Can Currency ETFs do for Your Clients?
By Vaughan ScullyIt was 17 years ago that George Soros wagered $10 billion that the Bank of England (BOE) couldn't maintain the value of the British pound--and won.
September 02, 2009
Fund Firm Starts Beneficiary CampaignA mutual fund company has started a campaign to spur advisors and clients review and update the beneficiary selections on fund documents.
September 01, 2009
Target Date FundsTarget date funds have recently come under fire from Washington lawmakers. So what's next on the horizon? Catch daily news updates online at www.boomermarketadvisor.com.
September 01, 2009
Broad Fund Groups Up in '09Lipper's latest performance data, through July 30, shows that the first half of 2009 has been kind to mutual funds. The performance in all major...
September 01, 2009
Direxion Leverages Real EstateThe Direxion Daily Real Estate Bull 3x Shares (DRN) and the Direxion Daily Real Estate Bear 3x Shares (DRV) are leveraged real estate ETFs that...
September 01, 2009
Growing Amid TurbulenceInvesting in your own backyard may be easy enough, but what about investing in backyards around the globe? One way to do this is with...
September 01, 2009
Can Bonds Continue to Outperform?Bonds 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
Value Versus GrowthOver time, value stocks have outperformed growth stocks and have done so with a lower standard deviation (see first table below). The coefficient of variation...