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.
It's a Small World After All
By Staff WriterStocks in developed international markets look like a bargain these days, trading at a 13.1 times consensus estimates of 2008 earnings. By contrast, the S&P...
December 01, 2007
Lord Abbett's New SharesLord, Abbett & Company has introduced three new share classes for several of its mutual funds: F, R2 and R3. Also, the firm has reclassified...
December 01, 2007
Industry's Focus: Retirement IncomeMutual funds and the organizations that sell them continue to introduce a variety of retirement-income products to position themselves for further market opportunities. And it's...
November 30, 2007
SEC Seeks Input on Short-Form ProspectusThe Securities and Exchange Commission has published a prototype "summary prospectus" for mutual funds, and has asked for public comment from investors. The proposed streamlined prospectus would let investors quickly learn key information about a mutual fund
November 30, 2007
IFEBP Finds Widespread Adoption Of Target-Date FundsAbout 45% of defined contribution plans may already be offering "target date" funds, or funds designed for employees who expect to retire around certain designated ...
November 27, 2007
Playing a Potential Drop in Chinese StocksChina has been one of the best performing equity markets over the past year. The Shanghai Composite is up more than 100% since the beginning of 2007, compared with a much more modest gain of 39% for the broader MSCI Emerging Markets index. However, the Chinese market has fallen about...
November 20, 2007
A Low Cost 401(k) PlanSt. Louis-based Blue Ocean Portfolios, part of Huntleigh Capital Management, Inc., has launched Ocean 401(k), what it says is one of the lowest cost, full-service 401(k) plans in the industry. With a focus on diversification, low fees and rebalancing, Ocean 401(k) uses low cost index mutual funds to construct and...