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.
Study: Annuities Beat Mutual Funds For Retirement Income
By Staff WriterIndividuals who use lifetime income annuities can fund a secure retirement with lump sums that are about 25% to 40% smaller than they would need ...
August 01, 2007
Coming Home to RoostProblems in the subprime fixed-income market played perhaps a larger-than-expected role in presentations and discussions among the experts at Morningstar's annual Investment Conference, this year...
August 01, 2007
SSgA Adds Bond FundsState Street Global Advisors (SSgA) recently launched five fixed-income ETFs based upon one Barclays and four Lehman bond indices; investors may cheer the offerings' lower-than-average...
August 01, 2007
Experience and FlexibilityExperience: accept no substitute. In a world where the phantom valuations and effervescent ratings of mortgage-backed securities seem to be overshadowing all of the markets,...
August 01, 2007
Morningstar '07 Confab Draws Crowd of 1,500Fund managers speaking at the Morningstar Investment Conference 2007 -- held June 27-29 in Chicago -- say this year is a time to watch out...
August 01, 2007
Will 12b-1 Fees Survive?Will the securities and Exchange Commission repeal 12b-1 fees? It depends on whom you ask, but SEC staff will recommend changes that Chairman Christopher Cox...
July 25, 2007
Playing the Graying of AmericaThe growing medical needs of the Baby Boomer generation--now totaling some 83 million people--make healthcare a compelling long-term investment theme. According to XShares Advisors, a New York-based financial services firm, U.S. healthcare is currently a $2 trillion industry, representing 17% of gross domestic product (GDP). By 2015, the government projects...
July 22, 2007
MassMutual Invests In Subprime Lender, Despite ProblemsA unit of Massachusetts Mutual Life Insurance Company has joined with an investment banker to buy almost $49 million in shares of NovaStar Financial Inc., ...