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.
Mining Prospectus Data
By Melanie WaddellAs the SEC moves ahead with its plans for a summary prospectus for mutual funds, retirement plan providers, too, are under pressure to meet their...
June 14, 2008
A New Growth Fund from Franklin TempletonFranklin Templeton Investments recently introduced the Franklin International Growth Fund, which "employs a growth investment style and seeks long-term capital appreciation by investing predominantly in...
June 13, 2008
Pershing Adds to FundVest PlatformPershing LLC, a subsidiary of The Bank of New York Mellon Corporation, has added American Funds, JennisonDryden, OppenheimerFunds and Van Eck Global to FundVest--Pershing's no-transaction-fee...
June 13, 2008
A New DirexionDirexion Funds has launched the Commodity Trends Strategy, benchmarked to the Standard & Poor's Commodity Trends Indicator (S&P CTI). The Fund gives investment advisors and investors access to a" diversified, open-ended commodity mutual fund that allows them to benefit from both rising and falling commodity prices."
June 12, 2008
Rydex's New Leveraged & Inverse ETFsRydex Investments announced that shares of eight new leveraged and inverse exchange traded funds have begun trading on the American Stock Exchange. Select Sector ETFs...
June 06, 2008
Hancock Replaces Income Fund SecuritiesJohn Hancock Funds says it has completed restructuring the holdings of the last of 7 closed-end funds affected by the turmoil in the auction rate ...
June 03, 2008
Re-evaluating micro-fundsInvestors have turned their backs on micro-cap funds recently. According to Greg Brown of Morningstar, though, there are some benefits to adding micro-caps to a...
June 01, 2008
Target date funds and what customers need to know: editorial commentWhen we get on a plane, we trust that the pilot is trained, rested, and savvy about the upcoming trip.