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 Extends XBRL Data Pilot to Mutual Funds
By Staff WriterA new kind of interactive data is the focus of a pilot program from the SEC that's intended to make it easier for advisors, funds, and data providers to use mutual fund data in tools that compare critical data elements on risk, performance and other key characteristics.
June 19, 2007
New Global Dividends ETFBarclays Global Investors has launched a new ETF based on the Dow Jones EPAC Select Dividend Index of 100 non-U.S. companies that pay high dividends.
June 19, 2007
Wooing Advisors With More Funds and ToolsBear Stearns Broker-Dealer and Investment Advisor Services (BDIAS) is wooing investment advisors and broker/dealers by beefing up the mutual fund selection and fund research tools available through its mutual fund platform, according to a June 18 announcement from the firm.
June 18, 2007
Kehrer: Bank Fund Sales RiseBank mutual funds sales increased to $61 billion in 2006, up from $41 billion in 2005.Researchers at Kehrer-LIMRA, Windsor, Conn., have published those results in ...
June 13, 2007
Russell to Restock Global IndexesRussell Investment Group released on June 12 those companies that will join or leave the Russell 3000 Index when that index of the broad market is reconstituted on June 22. The full list is available on Russell's Web site.
June 13, 2007
Oppenheimer's Wilby to RetireBill Wilby, who gained wide renown for his long tenure as portfolio manager for the Oppenheimer Global Fund (OPPAX), will retire from OppenheimerFunds Inc. on June 30 after 16 years at the firm.
June 01, 2007
Valuable Franchise, Reasonably PricedLarge-cap value managers typically invest in companies which are industry leaders with solid business models, sustainable cash flow, conservative balance sheets, pay regular dividends, and...