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.
Boomers and bond-ownership
By Staff Writer54.5 million -- Number of households that owned equities or bonds in the first quarter of 2008. 86% -- Percentage of older boomers with...
December 18, 2008
First-time analysis provides data on lifecycle fund utilizationThe EBRI/ICI database, a joint project of the two organizations since 1996, has measured 401(k) plan asset allocation, account balances, and loan activity over time....
December 15, 2008
Vanguard to Launch International Small Cap Index FundVanguard announced December 11 that it will launch a new mutual fund in the first quarter of 2009 that will be the firm's first international small-cap index fund.
December 15, 2008
Reserve Fund's Stance Typical of FundsAs part of its plan of liquidation and distribution of assets, The NYT reported that the troubled Reserve Primary Fund had told shareholders that they may get back 98.5 cents for each dollar they had in the money market fund
December 15, 2008
More Mutual Fund Families Support Corporate Disclosure on Political GivingCPA reported December 11 that at least 13 mutual fund families have reversed their votes so far this year
December 11, 2008
Take a chance on foreign fundsNo one's had an easy time this year, and international-stock funds are no exception, writes William Samuel Rocco of Morningstar. Currency and valuation are just...
December 09, 2008
Another blow to mutual funds after bounce-backThe $12.1 billion taken out of mutual funds last week depleted the entire $10.4 billion investors had put into them the week before. "Mutual fund money...
December 09, 2008
Medical Mutual Chairman Dies In Plane CrashA Midwestern health insurer is mourning the loss of its top executive.