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.
After Re-Grouping in 2006, DWS Scudder Aims High
By Janet LevauxOne year after Scudder re-branded its fund product line, the DWS Scudder fund family is experiencing strong sales momentum, according to Philipp Hensler, head of...
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.
January 02, 2007
Illinois Mutual Announces New DI SeminarsJanuary 2, 2007 Agents can set their sights on DI sales success and learn the latest about DI offered by Illinois Mutual, Peoria, Ill., at Illinois Mutual's newest round of DI seminars. Working with the theme, "Magnify Your DI Opportunities," the
January 01, 2007
What determines renewal rates?Regulatory financial requirements mean most of the money in a carrier's investment portfolio is in bonds with very little stuck in stocks, real estate or other investments. But a carrier can alter the quality and average maturity of its bond