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.
Cutting the Tax Man's Take
By Staff WriterIf you're looking for ways to boost your client's investment performance, the key may reside in how well you use ETFs to reduce the bite...
October 23, 2007
QDIA Rule Allows VAs, Excludes Stable-Value FundsThe U.S. Labor Department has decided to include variable annuities on the basic list of 401(k) plan qualified default investment alternatives but to shut out ...
October 16, 2007
Environmentally Sustainable InvestmentsAdvisors and their clients who want to invest in environmentally sustainable assets have two new choices with the launch of Sustainable Asset Management's (SAM) Sustainable Water Fund and Sustainable Climate Fund.
October 16, 2007
Barclays Launches Single-State Muni ETFsBarclays Global Investors has announced the rollout of California and New York state-specific municipal bond ETFs, which are listed on the American Stock Exchange and began trading on October 5. New York and California are two states with high state income taxes and many high-income residents, which my make these...
October 16, 2007
Calvert Foundation Divests From SudanThe Calvert Foundation has voted with its feet by divesting its Calvert Giving Fund, the donor-advised fund administered by the foundation, of all "companies affiliated with the Sudanese government," the foundation announced October 11.
October 04, 2007
Lifetime Income Products DebutFidelity Investments unveiled a group of retirement income products and online applications for advisors and clients, October 3, aimed at helping retirees generate more predictable monthly cash flow streams for certain time horizons, or for life.
October 01, 2007
Shift Made to Asia, Cash as Volatility ReignsAs equity and bond fund groups geared to developed markets had net outflows in the week ending September 5, emerging markets in Asia and elsewhere...
October 01, 2007
Morningstar Ratings Change Celebrate 5 YearsRussel Kinnel, Morningstar's director of mutual fund research and editor of Morningstar FundInvestor, says the investment-research provider made an important change five years ago that's...