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.
Blair Welcomes Back Balkin
By Kara P. StapletonOn June 30, Chicago-based William Blair & Company announced that Mike Balkin is returning to the firm as co-manager of the Small-Cap Growth strategy, rejoining...
July 01, 2008
Saving the Stock MarketAfter April and May's resilient comeback for stocks, weakness in the finance sector dragged the market down significantly in June, resulting in the third consecutive losing quarter for the S&P 500 index. Most of the problems, as expected, were mortgage-related. With analysts absolutely moribund, investor psychology wrecked, and large cap...
July 01, 2008
Riding The Rally In Natural ResourcesInvestors have suffered a double dose of bad news this year. As the U.S. economy slows under the weight of the weakened housing market, a...
July 01, 2008
T. Rowe's $3.7 Billion in InflowsT. Rowe Price Group recently reported first-quarter 2008 results, including net revenues of $559 million and net income of $151.5 million; net revenues in the...
July 01, 2008
Managed-Payout Funds ProliferateMutual funds are proven wealth-accumulations tools, and the fund industry hopes to build on that success and retain investors' money with managed payout funds. The...
July 01, 2008
Nuveen's Alan Brown Speaks Out on Portfolio Construction, RelationshipsAlan Brown, executive vice president and co-head of Nuveen Investments Global Private-Client Group, has been with the Chicago-based firm since 2001. Before this, he served...
July 01, 2008
Fidelity Launches New EMEA FundThe market capitalization of emerging-market companies has grown nearly twelve fold over the last 10 years, relative to other global stock categories, notes Fidelity Investments....