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.
Experts Debate: Boom or Doom?
By Janet LevauxU.S. Global Investors, the San Antonio-based fund shop that boasts a chart-topping performance with its gold/precious-metals fund and its global-resources fund (among others), recently hosted...
August 19, 2008
Converting risk into returnLike most other things these days, convertibles funds aren't doing great, but they're not doing as badly as they could be. In an article for...
August 13, 2008
Morningstar Expands Mutual Fund Categories; Adds Asset ClassMorningstar has added global real estate and currency to its list of mutual fund categories, and added "alternatives" to its list of broad asset classes,...
August 11, 2008
Barclays Launches 529 Plan With a TwistBarclays Global Investors and Upromise Investments recently launched the iShares 529 Plan, the first 529 plan designed with portfolios that invest exclusively in iShares Exchange Traded Funds (ETFs).
August 11, 2008
Vanguard Explorer ReopensThe latest in a number of major mutual funds reopening to new investors, Vanguard announced August 7 that it has made its Vanguard Explorer Fund and Vanguard Health Care Fund available to new shareholder accounts, effective immediately.
August 11, 2008
Matthews to Re-Open Two Regional Asia FundsThe Matthews Asian Funds said it will re-open two of its no-load mutual funds to new investors on September 2.
August 11, 2008
Hedge Fund Pioneer Jack Nash DeadJack Nash, the refugee from Nazi Germany who helped change the mutual fund industry in his career at Oppenheimer & Co., then started the hedge fund business with partner Leon Levy by founding Odyssey Partners, the first hedge fund, in 1982, died July 30 in New York at the age...
August 11, 2008
ETF Assets Feel Market PinchThe weak stock market has affected the exchange traded fund universe, with total assets in ETFs falling $33 billion, or 5.4%, since the beginning of...