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.
U.S. household ownership of mutual funds continues to increase
By Staff WriterU.S. household ownership of mutual funds and other U.S.-registered investment companies increased slightly in 2008 to 45.6 percent, representing approximately 53 million U.S. households, according...
January 01, 2009
Fixed Income RulesMany funds, fund categories and stock- market indexes have dropped by about 40 percent through December 4, 2008, according to Lipper. The Dow Jones, for...
January 01, 2009
New Tool Examines Target-Date FundsAccording to the Investment Company Institute, lifecycle funds or target-date funds (TDFs) have continued to grow. The funds managed $185 billion at the end of...
January 01, 2009
SEC Requires 'Concise' InfoThe Securities and Exchange Commission has voted unanimously to require fund companies "to provide investors with a concise summary -- in plain English -- of...
January 01, 2009
Focus on FinancialsNo doubt about it: 2008 was a bad year for financial services stocks. The S&P 500 financial services index registered a 60% downturn through December...
January 01, 2009
Compassion FatigueI don't watch much TV these days, but one of my favorite shows is "Scrubs," perhaps partly because of its hospital setting, in my opinion,...
December 22, 2008
Big Outflows From Stock Mutual Funds in October; Lower Risk ToleranceSeveral recent studies by the Investment Company Institute show that the volatility of the markets is affecting investor behavior significantly
December 19, 2008
SEC to require public interactive data for mutual funds, public companiesThe SEC voted in approval Thursday to require public companies and mutual funds to use interactive data for financial information in an effort to increase...