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.
Advisors Are Having an Impact on Income Accumulation
By Janet LevauxThough Americans appear to be saving more for retirement, there's still much more work to be done with investors, according to the latest findings of...
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...
April 18, 2007
Tax Holiday Over for Fund ShareholdersA study from Lipper released April 17 says that buy-and-hold shareholders paid $23.8 billion in taxes on a record high $418.5 billion in distributions in 2006; that's a big bite out of total returns.
April 17, 2007
Plan Company Adds Money ManagerNationwide Financial Services Inc. has added the Brinker Capital Inc. managed account program to its menu of options for retirement plan sponsors.Nationwide Financial, Columbus, Ohio, ...