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.
Fresh Payout Funds Have Advisors Taking A Wait-And-See Approach
By Jim ConnollyPayout funds, mutual funds that strive to pay regular income to fund holders, are still fresh, and that newness has advisors taking a 'wait-and-see' attitude, according to interviews with Income Planning.
June 01, 2008
Best World Bond FundsYou've heard it said dozens of times: Foreign assets pay off particularly well during times of a declining dollar. This is true not only about...
June 01, 2008
Nine Acting as OneThe physical proximity of a nine-member Investment Policy Committee that has worked together for decades is the cornerstone of Dodge & Cox Stock's success; all...
June 01, 2008
NEWS & PRODUCTS, JUNE 2008The Treasury Department and the Internal Revenue Service issued proposed regulations April 11 under section 430 of the Internal Revenue Code that provide employers sponsoring...
June 01, 2008
Ameristock to Shut Down Treasury ETFsAmeristock Corporation, the investment adviser for the Ameristock ETFs announced that it intends to liquidate each of the five funds it manages. The funds are...
June 01, 2008
Going Active and Going NuclearInvesco PowerShares launched its first actively managed equity exchange-traded funds in April. The four new PowerShares funds are: o Active AlphaQ, benchmarked against the Nasdaq-100...
June 01, 2008
(Re)Opened for BusinessIn last year's annual letter to their shareholders, the managers of Dodge & Cox Stock's $54.6 billion stock fund wrote that outperforming the S&P 500...
June 01, 2008
What's in Store for the Mutual Fund Industry?What has the mutual fund industry accomplished in the past 30 years, and how is it poised to build on these developments in the next...