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.
Mesirow To Advise Mutual Of Omaha Clients
By Staff WriterA life insurer has chosen a firm to help clients with retirement plan fund selection and asset allocation.Mutual of Omaha Insurance Company, Omaha, Neb., says ...
September 06, 2007
Lower Prices at Vanguard for Larger ClientsFor investors who have $100,000 to $1 million-plus at Vanguard, the news is good: reduced costs for brokerage and planning, broader services, and for the highest bracket, access to some mutual funds that had been closed. For advisors, perhaps this is yet another layer of competition for customers and assets.
September 01, 2007
Diamonds Among The JunkHigh-yield bonds--those fixed income securities rated below investment grade--have some advantages over more vanilla-type bond products. High yield or "junk" bonds offer higher interest rates...
September 01, 2007
Interest Rate RefresherThe various components are: Real Interest Rate is the compensation, over and above inflation, that lenders demand to lend their money. Inflation is by...
September 01, 2007
Some More TIPSAmong those clients who may be particularly interested in this type of strategy are: Existing or prospective municipal bond owners at risk of losing...
September 01, 2007
Diversifying by Vintage YearAnother important source of diversification in private equity is by vintage year. The private equity market is built around single-use, closed-end funds; so the capital...
September 01, 2007
About the managerNicholas Kaiser is director, president, and equity portfolio manager of Saturna Capital, which is the investment advisor to Amana Growth and Amana Income Funds, in...
September 01, 2007
Positve New Inflows Return to JanusAs of the second quarter, Janus Capital Group's total assets under management stand at $190.6 billion, an increase of 8.2 percent compared with $176.2 billion...