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.
Fund Finds Berkshire a Bargain
By Bob KeaneLongleaf Partners Fund (LLPFX), for the first time in its history, has added a 4.5% stake in Berkshire Hathaway.
May 13, 2009
Plan Members Keep CoolFew 401(k) plan participants stopped making contributions in 2008, and the average participation contribution rate was higher in 2008 than in 2007.
May 11, 2009
Choosing a New CustodianIt's been eight months since I began the task of selecting a new custodian. I now have three months under my belt with the new...
May 07, 2009
Boomers - Beware stimulus bondsWith municipal bonds receiving the lion's share of investors' attention of late, boomer clients might think infrastructure investments are the way to go. But the...
May 06, 2009
Investors pour billions back into mutual fundsLong-term mutual funds saw the biggest net inflows in April since February 2007. According to estimates released Wednesday by Strategic Insight, investors put nearly $20...
May 05, 2009
Schwab Fund Fees ReducedCharles Schwab Investment Management announced that it has made a permanent move to lower expenses, simplify share classes, and lower minimum investment levels to $100 for all of its Schwab equity index funds.
May 04, 2009
Schapiro: SEC reviewing target-date fund disclosuresSEC Chairman Mary Schapiro continued her promises to aid investors in a speech at the Mutual Fund Directors Forum conference in Washington. Among other issues,...
May 01, 2009
The guilty prospectThe couple that you saw a year ago is sitting across the table once again.