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.
Disclosures Should Be Online, Easy To Read
By Janet LevauxThe Securities and Exchange Commission has voted to propose improvements in mutual fund disclosure. The proposed rules would require that all mutual fund investors receive...
January 01, 2008
Which QDIA Is Best?If you ask industry consultants what kind of effect qualified default investment alternatives (QDIAs) will have on the investment advisory industry and retiring boomers, they'll...
January 01, 2008
Global Growth On Track, Manager SaysU.S. Global Investors' East European Fund (EUROX) is among the industry leaders when it comes to five-year annualized returns, according to Lipper, which notes that...
January 01, 2008
Shining a Light on SoftwareOver the past 20+ years of advising clients, I have used a number of different software packages to select and monitor clients' investments. With the...
January 01, 2008
Part of the SolutionAs Mark Hurley wrote over a decade ago, compared to other professions, independent advisors are woefully underserved by their traditional industry vendors. Consequently, independents have...
January 01, 2008
Comparing the ContendersMorningstar Steele Systems fi360 Klein Area Principia Mutual Fund Expert fi360 Tools Fund Selection Tool Customer Service Good Good Good...
December 23, 2007
Potpourri 2007In the course of a year a few things come up that require only a brief mention and occasionally an addendum to a previous column ...