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.
SEC Requires 'Concise' Info
By Janet LevauxThe Securities and Exchange Commission has voted unanimously to require fund companies "to provide investors with a concise summary -- in plain English -- of...
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.
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.