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.
SEC Floats Short-Form Prospectus
By Melanie WaddellThe SEC voted November 15 to adopt a short-form prospectus requiring that all mutual fund investors receive a clear, concise summary of key information needed to make an informed investment decision. The rule changes would also encourage funds to make their prospectuses available on the Internet, and are intended to...
November 14, 2007
Shorter Prospectuses May Be ComingThe SEC will announce a proposal as the first agenda item at its open meeting on Nov. 15 that would allow mutual fund companies to provide a "short-form" prospectus of as little as two pages to potential investors. The Commission's intent is to "improve mutual fund disclosure" by having companies...
November 14, 2007
Three New Funds at FidelityFidelity Investments launched three new mutual funds on November 7, joining an already robust mutual fund stable of "as of October 31, 364 mutual funds...
November 07, 2007
Old Mutual Gears Up For Teaser CampaignA large multinational insurer is about to launch a major effort to get the attention of American consumers.Old Mutual US, Atlanta, an arm of Old ...
November 07, 2007
Old Mutual Gears Up For Teaser CampaignA large multinational insurer is about to launch a major effort to get the attention of American consumers.Old Mutual US, Atlanta, an arm of Old ...
November 06, 2007
Northwestern To Help Pay NAIFA DuesThe distribution arm of a large mutual insurer is strongly encouraging financial representatives to join the National Association of Insurance and Financial Advisors.The Northwestern Mutual ...
November 05, 2007
Insurer Closes On BankOmaha Financial Holdings Inc. has acquired Midlands Financial Services Inc.Omaha Financial, Omaha, Neb., is a unit of Mutual of Omaha Insurance Company, and Midlands Financial ...