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.
Shortchanging the long-term
By Danielle AndrusLong-short funds may be a nice addition to a healthy long-term investment strategy, according to Marta Norton of Morningstar. "Research has shown that adding hedge-fund-like...
August 01, 2008
U.S. Equities Get a Thumbs-Down, as Money Market and Overseas Funds Get Thumbs-UpThe first half of 2008 has hit the world's developed markets (United States, Japan and Western Europe) hard, with more than $100 billion in outflows,...
August 01, 2008
A Golden OpportunityThe price of gold has been rising steadily since 2001. In 2007 alone, the spot price of gold rose 31.7%. Prices of other precious metals...
August 01, 2008
T. Rowe's Rogers Shares 'An Investor's Perspective'(Chicago) Brian Rogers, chairman and chief investment officer of Baltimore-based T. Rowe Price, gave the final keynote presentation during to the 2008 Morningstar Investment Conference...
August 01, 2008
Benchmarking in Tough TimesLook at your calendar. We've already reached the half-way point of the year. How are your clients' portfolios doing? Right now is a good time...
August 01, 2008
PIMCO's El-Erian Tells FAs, 'This Time It's Different!'(Chicago) Unlike the presidential candidates, the opening-address speaker at the 2008 Morningstar Investor Conference -- held June 25-27 in Chicago -- is not trying to...
August 01, 2008
Pershing INSITE 2008 Event Showcases Greenspan, Trends(Hollywood, Fla.) When former Federal Reserve Chairman Alan Greenspan speaks, advisors listen. This truth was eagerly acknowledged by Frank La Salla, Pershing managing director who...