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.
Summit Adds to Growth Recipe
By Janet LevauxSummit Mutual Funds says the marketing efforts it's extended to the advisor community over the past two years are paying off. Net inflows in the...
September 01, 2007
Principled PerformanceHave you looked at clients' allocations to the financial sector lately? As the equity and bond markets digest years of mortgage and structured securities-related exuberance,...
September 01, 2007
Legg Mason After Citigroup Swap: New Distribution Model, Growing AssetsBaltimore-based Legg Mason, which struck a deal with Citigroup in 2005 to swap its brokers for Citi's asset-management business, saw its total AUM grow to...
September 01, 2007
Me? Worry About Inflation?January 1, 2006, was an important date in history: Not only did early hip-hop pioneer Grandmaster Flash turn 48 years old, but the first of...
September 01, 2007
U.S. Nest Egg: $16.4 TrillionThe Investment Company Institute, the mutual fund trade group, says savings and market gains have helped push U.S. retirement savings to $16.4 trillion as of...
August 31, 2007
Another Fixed Income VehicleIn the current climate of high volatility in the equity markets and possible credit loosening by the Federal Reserve, consider ETFs that focus on municipal bonds.
August 27, 2007
July Fund Intake Reaches Almost $27 BillionMutual funds had net inflows of $26.7 billion in July, up from $2.7 billion in inflows a year earlier, according to the Financial Research Corp., ...
August 23, 2007
FPA Seeks Input on 12b-1 FeesOn August 13 the Financial Planning Association began to poll its members on the issue of mutual fund 12b-1 fees.