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.
Nine Acting as One
By Staff WriterThe 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
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...
May 31, 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.
May 28, 2008
Zero coupon bondsZero coupon bonds defer interest until the bond matures, allowing investors to purchase a bond at a deep discount and collect a lump sum at...
May 28, 2008
Mutual fund ownership51,000,000 - The number of U.S. households that own mutual funds. 44 - Percent of U.S. households that own mutual funds. $10,300,000,000,000 - The amount of mutual...
May 28, 2008
Weeding out ag fundsCommodity funds can be used to diversify a portfolio, but watch out for highly specialized funds, warns Emiko Kurotsu for Morningstar. Agriculture funds, in particular,...