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.
Bring back the passbook
By John SullivanYet another (oh, about the millionth) sign of the times. According to Karen Blumenthal in The Wall Street Journal, "the dowdy savings account is making...
June 01, 2009
ETF Advisor: ETFs for CashWith investor interest in exchange traded funds seemingly endless, fund sponsors are busy exploring every nook and cranny for new fund ideas. Over the past...
June 01, 2009
PIMCO Shares 2Q09 Markets OutlookNewport, Calif.-based Pimco has just issued its second-quarter outlook on the markets. The firm says it will "retain an emphasis on assets at the top...
June 01, 2009
Pax Says Its Sustainable Funds Beat PeersPax World Management Corp., an investment adviser to Pax World Funds (Pax World) and a leader in the field of sustainable investing, recently shared the...
June 01, 2009
Bonds, Fixed Income Indexes RiseThe Lipper HI Current Yield Bond Index has risen 17.1 percent, and the Lipper A-Rated Bond Fund Index is up 2.4 percent through early May...
June 01, 2009
First Convertible-Bond ETF DebutsThe SPDR Barclays Capital Convertible Bond ETF is benchmarked to the Barclays Capital U.S. Convertible Bond >$500MM Index. Convertible bonds are bonds that can be...
June 01, 2009
Numerology: Fund Flows Bounce BackIndependent and regional broker/dealers, along with RIAs, will account for the majority of mutual fund net sales by the year 2013, reaching 55% from 48%...
June 01, 2009
Wasatch Global Opps Fund Up 10 PercentDespite the challenging conditions of recent markets, the Wasatch Global Opportunities Fund (WAGOX) has returned 10.00 percent in the period since it launched on November...