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.
Safe, but Sound
By Staff WriterIntermediate-term bonds are not very exciting, but they do deliver steady gains. They represent a conservative fixed income investment strategy--typically carrying an average maturity of...
May 01, 2007
Not Your Grandfather's BondsAs droves of Americans get ready to ride the retirement wave, the preservation of their principal and the creation of a safe and secure income...
May 01, 2007
About the ManagerChuck Akre is portfolio manager of the FBR Small Cap Fund, and founded his firm, Akre Capital Management (ACM), in 1989. He currently manages about...
May 01, 2007
Opening DayHere's an experience lots of advisors can identify with: for an allocation to small cap, they find a small-cap fund that consistently outperforms in both...
April 30, 2007
Elizabeth Krentzman Rejoins Deloitte & ToucheElizabeth Krentzman, the former general counsel for the Investment Company Institute (ICI) has rejoined Deloitte & Touche's enterprise risk services and audit subsidiary, Deloitte & Touche LLP, as a partner and chief advisor to the investment management industry group's regulatory consulting practice.
April 30, 2007
Morningstar Mutual Fund and ETF Data Goes WirelessMorningstar Inc. announced that under a deal with Pyxis Mobile, a wireless software provider, the company will launch in May Morningstar Mobile for Wholesalers, which will allow mutual fund wholesalers to access Morningstar mutual fund and ETF data using their wireless mobile devices.
April 30, 2007
T. Rowe Names Cynthia Egan to Head Retirement UnitT. Rowe Price Group announced that effective May 14, Cynthia Egan will become president of T. Rowe Price Retirement Plan Services, which provide defined contribution plan services to more than 2,900 plans and 1.5 million participants.
April 25, 2007
Mortgage Funds Dodging Subprime BulletAccording to the Mortgage Bankers Assn., an industry trade group, delinquencies in mortgages of all types rose to about 5% in the fourth quarter of 2006, the highest level of late payments since the second quarter of 2003. Actual foreclosures edged up to 1.2%. In the subprime segment of the...