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.
Changing Shades of Blue
By James J. GreenAs of December 31, 2008, the top five holdings in Massachusetts Investors Trust, which this year celebrates the 85th anniversary of its founding, were the...
July 01, 2009
LETTERS TO THE EDITOR: Googling Advisors, Obama's Learning CurveWhat Prospects Don't Find When .... I enjoyed reading the May edition of Research Magazine. I particularly enjoyed Jane Wollman Rusoff's piece ("What Do...
July 01, 2009
Danger & Opportunity: Taking the Really Long ViewWhen Rob Manning goes to work every day, he's got big shoes to fill, since he oversees the first mutual fund, Massachusetts Investors Trust, which...
July 01, 2009
Inflation Proofing: How to Guard Against the Return of Rising PricesWith prices falling on everything from some food to plenty of real estate, your clients may have little interest in talking about ways to inflation-proof...
June 30, 2009
Podcast with Roger GibsonRenowned asset allocation expert, founder of Gibson Capital, and author of the best-selling book: Asset Allocation: Balancing Financial Risk, Roger Gibson, sat down with Wealth...
June 30, 2009
Insurer Deploys SystemMutual of Omaha Insurance Company has started using the Agility contact and business management tool.
June 25, 2009
Funds Added $55.5 Billion In MayStock and bond mutual funds reported net inflows of $55.5 billion in May.
June 25, 2009
SEC Proposes Tougher Money Fund RulesCommission proposes to alter $1 stable net asset value