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.
Fixed Income Rules
By Janet LevauxMany 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
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...
December 18, 2008
Boomers and bond-ownership54.5 million -- Number of households that owned equities or bonds in the first quarter of 2008. 86% -- Percentage of older boomers with...
December 18, 2008
Study: Plan Use Of Lifecycle Funds GrowsMore than 7% of 401(k) assets were invested in lifecycle funds at the end of 2007, according to a newly published retirement asset investment review.
December 18, 2008
Study: Plan Use Of Lifecycle Funds GrowsMore than 7% of 401(k) assets were invested in lifecycle funds at the end of 2007, according to a newly published retirement asset investment review.