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.
Reserve Funds Charged With Fraud
By Melanie WaddellThe Massachusetts Securities Division on January 13 charged Reserve Management Company with making numerous false and misleading statements to investors in attempts to dissuade them from redeeming shares in the company's Primary Fund
January 13, 2009
ICI shows mutual funds popular with seniorsAccording to the Investment Company Institute, mutual funds are a popular financial product for people over the age of 65. Eighty percent of that group view the industry favorably; of those 22 percent view the industry "very
January 11, 2009
Mutual fund popularity among senior citizens33%: Percentage of U.S. households headed by someone 65 or older who own mutual funds. 15%: Percentage of households owning mutual funds that are headed by someone 65 of older; 21 percent of all U.S. households are headed by someone 65 or
January 02, 2009
U.S. household ownership of mutual funds continues to increaseU.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
Nuveen Says It Has 'Positive Momentum'In 2008, Nuveen Investments wrestled with the freeze-up of the auction-rate preferred securities market and sought to restore liquidity at par to preferred shareholders and...
January 01, 2009
MFS Investment Panel Shares 'Opportunities'In early December, MFS Investment Management pulled together several of its top experts to share year-end thoughts on the markets and trends affecting them. Erik...
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...