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.
State Street Launches Long-Term Bond ETF
By Ron DeLeggeState Street Global Advisors has just introduced the SPDR Barclays Capital Long Term Credit Bond ETF (LWC). LWC provides market exposure to long-term (10-plus years) investment-grade...
May 01, 2009
Commodities Shine in Early '09Silver, copper and lead funds rose as much as 39 percent in the period. And the Tocqueville Gold Fund (TGLDX) moved up 19 percent. The...
May 01, 2009
Industry News: Vanguard, Fidelity, JanusFidelity Investments says it reopened the Fidelity Diversified International Fund and Fidelity Small Cap Stock Fund to new investors and accounts on March 30. The...
May 01, 2009
Catching Up With: Jeff MontgomeryJeff Montgomery has seen the advisory business from multiple angles in his career, which is serving him well at Al Frank Asset Management, where he...
May 01, 2009
Danger & Opportunity: Raising the BarIf you were asked to nominate a single representative who personifies reason and insight when it comes to investing, combined with integrity and a career-long...
May 01, 2009
The Green Advisor: A Triad of ValuesIn this space last month we wrote that while green investing and socially responsible investing (SRI) have much in common, they are not always the...
May 01, 2009
Automatic IRAs 'Highly Probable'Lou Harvey, president of Boston-based Dalbar Inc., which provides third-party audits and evaluation services to the financial-services industry, says that more change is coming in...
April 30, 2009
The guilty prospectThe couple that you saw a year ago is sitting across the table once again.