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.
Tax Holiday Over for Fund Shareholders
By Staff WriterA 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 09, 2007
Unifi Unit To Cover LASIK ProceduresAmeritas Group is adding a dental plan option that will pay for laser in-situ keratomileusis procedures.Ameritas, Lincoln, Neb., a unit of UNIFI Mutual Holding Company, ...
April 03, 2007
Green Funds May Be Less Than Meets the EyeGreen investing isn't such a lonely pursuit anymore. Unfortunately for investors, mainstream enthusiasm for green companies doesn't always translate into the green that lines wallets. But green is a term that's open to interpretation.
April 02, 2007
A Better Mousetrap?Charles Schwab launched three new index funds April 2 that are based on fundamental indexes rather than cap-weighted indexes such as the S&P 500. Fundamentally weighted indexes base inclusion in the index on a company's sales, cash flow, dividends, and book value, rather than on market cap, P/E, or valuation,...
April 01, 2007
Catching up with... Jeffrey MortimerHow can advisors justify why it makes sense--and cents--for investors to work with them? One concrete way to show clients how you add value can...
April 01, 2007
Like Money In The BankThe financial services industry has recently come under some harsh and unwelcome glare in light of the ongoing collapse of the subprime mortgage lending sector....
April 01, 2007
Three Big Players Stay Strong in 2006-2007The industry's players continue to dominate the charts, with increasing assets and net flows both in 2006 and early 2007. To stay on top, American Funds...