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.
The TiVo of financial advice?
By Danielle AndrusCan a machine replace an advisor? Silly, we know. But Cake Financial, a San Francisco-based company, introduced an automated service that tailors a mutual fund...
August 12, 2009
Do Target Date Funds Still Have a Role?Target date funds (or TDFs) can still work well for investors who lack the time, talent or inclination to spend a lot of effort on managing their own investments, advisors say. And there are other uses for them, as well.
August 10, 2009
Schwab Charitable Expands Investment OptionsDonor-advised fund includes SRI and multiple fixed-income options
August 07, 2009
25th anniversary of MTL Equity Products Inc.Oak Brook, Ill.-based MTL Equity Products Inc. recently celebrated the 25th anniversary of its founding. The full-service registered broker/dealer and member company of Mutual Trust Financial Group serves customers in 48 states and Washington D.C. through an independent team of registered representatives.
August 06, 2009
Build a Low Correlation PortfolioAlphaSimplex Group's Andrew Lo launches a multi-strategy, absolute-return fund: Natixis ASG Diversifying Strategies Fund (DSFAX).
August 05, 2009
Putnam Proposes Major "Shareholder Friendly" Changes: Putnam Funds proposes comprehensive changes to performance and management fees, and fund family breakpoints, pending shareholder approval later this year.
August 03, 2009
The Trick on Repositioning Client AssetsI'd like to share my views and get your thoughts on a specific part of the money management process. As I gain new clients for...
August 01, 2009
Putnam Finds More MomentumPutnam Investments has announced that Charles E. "Ed" Haldeman Jr., has stepped down from his position as president of the Putnam Funds. Robert L. Reynolds,...