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.
Morningstar to Acquire S&P's Mutual Fund Data Business
By Bob KeaneMorningstar, Inc. and Standard and Poor's, a division of The McGraw-Hill Companies, have entered into a definitive agreement for Morningstar to acquire Standard and Poor's mutual fund data business for $55 million in cash.
February 01, 2007
Great-West Lifeco Looks South to Buy Putnam InvestmentsPutnam Investments' parent company, Marsh & McLennan, is selling the investment company to Great-West Lifeco, Inc., a Winnipeg, Manitoba-based subsidiary of Power Financial Corporation, for $3.9 billion, according to a February 1 announcement.
February 01, 2007
A Matter of StyleBy Craig Callahan, founder and president of Icon Advisers in Denver, and C. Thomas Howard, professor of finance at the Daniels College of Business, also...
February 01, 2007
Through Thick and ThinBalanced funds provide investors with diversification within the confines of a single investment vehicle by holding a portfolio of highly uncorrelated asset classes. Such funds...
February 01, 2007
About the manager, Brent LynnBased in Denver, Brent Lynn manages about $9.5 billion as executive VP and portfolio manager of the Janus Overseas Fund and portfolio manager of other...
February 01, 2007
Investing With StyleIn a series of articles appearing in Investment Advisor (September 2005, January 2006, and February 2006), we criticized the market-cap/value-growth characteristic grid used for categorizing...
February 01, 2007
February 2007In response to the scandal over favors given to some Fidelity mutual fund equity traders and supervisors by certain broker/dealers from 2002 to 2004, Fidelity...