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.
In the Running--February 2007
By Staff WriterWhen we look for a mutual fund to profile for the Mutual Fund Spotlight feature in Investment Advisor, we often see other funds in the...
January 25, 2007
Vanguard Registers Four Bond ETFsVanguard has filed a registration statement with the Securities and Exchange Commission to offer exchange-traded shares for four existing bond index funds: Vanguard Total Bond Market Index Fund, Vanguard Short-Term Bond Index Fund, Vanguard Intermediate-Term Bond Index Fund, and Vanguard Long-Term Bond Index Fund. The four bond ETFs will be...
January 23, 2007
Jackson National Launches FundsA major annuity manufacturer has unveiled a line of mutual funds designed for sale through financial advisors.Jackson National Life Insurance Company, Lansing, Mich., a unit ...
January 18, 2007
Getting In on IPOsThere may be nothing in the investment field that generates more passionate and varied emotion than the topic of initial public offerings (IPOs). For clients who have not been able to get into enough IPOs on their own, or who want professional management of an IPO portfolio, there is a...
January 17, 2007
Energy Outlook for 2007While S&P projects real U.S. GDP (gross domestic product) growth will slow to 2.3% in 2007 from 3.3% in 2006, the world economy looks solid. S&P Economics is calling for global GDP growth of 3.2% in 2007 vs. 3.8% in 2006, driven by growth in emerging countries, particularly China. This...
January 05, 2007
Morningstar Announces 2006 Fund Managers of the YearMorningstar, Inc. has namedits 2006 mutual fund managers of the year, picking managers who "not only posted impressive returns for the year, but also . . . must have a record of delivering outstanding long-term performance and of aligning their interests with shareholders'." Morningstar uses its own research and evaluations...
January 05, 2007
Account ConsolidationBank of America has launched a unified managed account service, called Portfolio Strategies Managed Account, that combines a separately managed accounts platform and managed mutual fund wrap account platform into one entity. The new platform is probably going to be the "fastest growing fee-based platform we have in Premier Banking...
January 04, 2007
It's The Large Caps' Turn To ShineThe mutual funds that get talked about at cocktail parties are usually the small, singular sensations that deliver the sexiest returns. But the bulk of the money still resides in the big-stock funds that have been lagging behind small-company offerings for the past six years.