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.
Strong Q2'09 For Emerging Markets, Bond Funds
By Janet LevauxDuring the second quarter, $137.5 billion flowed out of money-market funds and about $7.6 billion left U.S., Europe and Japan equity funds, as the combined...
August 01, 2009
A Time to ShineFrank Holmes U.S. Global Investors 800-873-8637 [email protected] Conditions have improved for gold equities, and economic policy decisions being made in Washington could further increase the investment appeal of these...
August 01, 2009
Vanguard's Wellington Fund CelebratesThe Vanguard Wellington Fund (VWELX), which now has about $40 billion in assets, has turned 80. "The Wellington Fund is a compelling case for the...
August 01, 2009
Retirement Planning: What's Next For Target Date Funds?What should become of target date funds? These are the so-called set-it-and-forget-it funds that are gaining in popularity, particularly since the Pension and Protection Act...
August 01, 2009
Top Fund Brands for AdvisorsFinancial advisors associate positive branding with American Funds, iShares and Ivy Funds, according to a recent study done by Kasina and Horsesmouth, which included responses...
August 01, 2009
A Disciplined Approach: Dividend AchieversResearch Dividend Achiever's Index As tracked by Mergent Inc., these companies have increased annual regular dividends for at least the past 10 consecutive years while meeting certain...
July 29, 2009
Putnam to lower fees in pricing warPutnam Investments has announced proposals to reduce management fees on retail mutual funds and to introduce performance-based fees on other funds. The move is an...
July 27, 2009
Fund Flows RiseMutual funds are reporting $42 billion in net in flows for June, up 97% from $21 billion for June 2008.