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.
Catching up with...
By Kate McBrideOnce, if an advisor wanted corporate bonds for a client there were three choices: buying them directly; in a unit trust; or a mutual fund....
November 01, 2006
Equity Income IngenuityWhat do clients near, or in, retirement say when advisors counsel them about how much they can prudently take out of their portfolio each year...
November 01, 2006
Few Shine as Market StarsAccording to research firm Lipper and parent company Reuters, large-cap and value-oriented funds stand out as market-beating funds in the third quarter of 2006. Large-cap...
November 01, 2006
ICI Re-Elects FlanaganThe Investment Company Institute's Board of Governors has re-elected Martin L. Flanagan, president and CEO of Amvescap, to his second consecutive one-year term as chairman...
November 01, 2006
Mutual Funds You Can TrustIn case you haven't noticed, Morningstar has been characterizing the mutual funds you research on its pages (or through its electronic services) as to their...
October 26, 2006
Alpha From Undervalued and Overvalued SecuritiesUBS has launched a new fund that will leverage the equity research that UBS Global Asset Management already does, and endeavor to capture alpha from both under-valued and over-valued U.S. equity securities. It is a 130/30 long-short equity strategy in which the portfolio's managers will sell-short overvalued securities worth 30%...
October 25, 2006
Basic LTC Policy Offers Up To 5 Years Of BenefitsMutual of Omaha Insurance Company is pitching a new long term care insurance product at consumers who want cheap, easy-to-understand coverage.The new Mutual Care LTC ...