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.
Streak Stymied
By Staff WriterAn 18-quarter run of double-digit earnings growth came to an end in the fourth quarter of 2006, thanks to tough year-over-year comparisons in energy, information...
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...
March 28, 2007
S&P Picks Best-Managed Mutual FundsThere are more than 6,000 mutual funds, but, hey, how many can you name? Chances are the ones you know are offered by giants such...
March 26, 2007
A Tax-Free Approach to InvestingFor tax-exempt income, consider muni bond funds. Standard & Poor's advocates diversity, especially in terms of asset class. To that end, we recommend a portfolio of...