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.
As Munis Come Back, Short Funds Still Rule
By Janet LevauxIn the world of equity funds, the ultra-short and short funds are still topping the charts, according to Lipper data. The top funds have produced returns...
April 01, 2009
ICI Lays Out Reform ProposalsInvestment Company Institute President and CEO Paul Schott Stevens, in testimony before the U.S. Senate Banking Committee, has outlined ICI's detailed proposal on how to...
April 01, 2009
How We Chose the WinnersThis is the fifth year that Investment Advisor and Prima Capital have selected the best separate accounts. Nathan Behan, Prima Capital's director of research, and...
April 01, 2009
Fidelity Launches Three Advisors FundsFidelity Investments has introduced three new Fidelity Advisor Funds: Fidelity Advisor Global Balanced Fund, Fidelity Advisor Worldwide Fund and Fidelity Advisor Convertible Securities Fund. According...
April 01, 2009
The ETF Advisor: Socially Responsible Investing[This is the first installment of a new monthly feature in Investment Advisor. The ETF Advisor will use the institutional-strength research and analysis resources of...
April 01, 2009
Dealing With the Downturn: In Her Own WordsDebra Brede does all the investment selection for her clients' portfolios. Here's how she describes the adjustments she's made over the last few months: "I've seen...
April 01, 2009
Clark at Large: Timing Is EverythingI don't usually write about mutual funds. My now ex-wife was/is a partner at Thornburg Funds, and it didn't seem fair to expect people to...
March 26, 2009
FRC: Fund Assets ShrinkU.S. stock and bond mutual funds lost $18 billion more in assets in February than they attracted.