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.
Catching up with...
By Kara P. StapletonRecently appointed head of the Registered Investment Advisor (RIA) channel for JPMorgan Funds, Steve Lundquist will be responsible for the business strategy of the institutional...
September 01, 2008
Still at the TopJim Moffett, lead manager of the UMB Scout International Fund, was as new to international equity markets as the firm was when it launched the...
September 01, 2008
Janus Boosts Interest in Value ManagerJanus Capital Group Inc. says it should soon purchase an additional 50 percent interest in U.S. value manager Perkins, Wolf, McDonnell and Company for $90...
September 01, 2008
Raymond James Turns Closed-End Fund into ETFIt's been a rare occurrence, but some closed-end mutual funds are opting to become exchange-traded funds (ETFs). For instance, Claymore Advisors has just announced that...
September 01, 2008
Target-Date Funds Highlighted in Recent Putnam 401(k) SurveyA study of more than 150 advisors who focus on the retirement marketplace has revealed the key criteria in the selection of qualified default investment...
September 01, 2008
Q2 Outcome Encouraging to T. Rowe Price GroupT. Rowe Price Group says it had second-quarter revenues of nearly $587 million on net income of $162 million vs. sales of $551 million in...
September 01, 2008
The Quiet, but Growing CustodianWhen most rias think of their custodial options, their choices seem limited to the big four: Schwab Institutional, Fidelity Institutional Wealth Services, TD Ameritrade, and...