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.
A Long-Short Story
By Kate McBrideThinking about an absolute return strategy during a period where some major market indexes are at, or near, all-time highs may not sound intuitive, but...
June 29, 2007
Insurer Expands Banking UnitOmaha Financial Holdings Inc. has agreed to acquire Midlands Financial Services Inc.Omaha Financial, Omaha, Neb., is a unit of Mutual of Omaha Insurance Company, and ...
June 28, 2007
A Focus on Fixed IncomeMorningstar kicked off its 2007 Investment Conference June 27 in a new venue, Chicago's McCormick Place, and with a timely keynote speaker, Morningstar's 2006 Fixed...
June 28, 2007
Rydex Acquired by Security BenefitSecurity Benefit, the Topeka-based financial services holding company has signed a definitive purchase agreement to acquire Rydex Investments, Rockville, Maryland. The combined organization is expected to have roughly $35 billion in assets under management and $52 billion of assets under administration when the deal closes later this year.
June 27, 2007
Old Mutual To Launch Ad CampaignThe U.S. arm of a large international financial services company is about to draw more attention to its operations.Old Mutual U.S. Holdings Inc., Boston, a ...
June 27, 2007
Old Mutual To Launch Ad CampaignThe U.S. arm of a large international financial services company is about to draw more attention to its operations.Old Mutual U.S. Holdings Inc., Boston, a ...
June 25, 2007
SEC Extends XBRL Data Pilot to Mutual FundsA 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 22, 2007
Some Utility Stocks Becoming Less Interest Rate SensitiveUntil about 10 years ago, U.S. electric and natural gas utilities have been quintessential "widow and orphan" stocks. Their profitability was highly regulated and, lacking...