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.
January 01, 2007
Mutual Funds You Can TrustIn the November cover story, "Mutual Funds You Can Trust," Morningstar incorrectly placed Old Mutual Dwight S/T Fixed Income Z (OBCPX) among the worst funds...
January 01, 2007
Eaton Vance, Hawkes Have Strong Fiscal '06Eaton Vance Chairman and CEO James Hawkes, 65, could have quite a stellar pre-retirement fiscal year in 2007, judging from the Boston-based fund company's recent...
January 01, 2007
Risks & RewardsWhen you look back over decades of market performance it is clear that market forces have long been connected with other world events. Whether we're...
December 31, 2006
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
December 28, 2006
Fidelity to Pay $42 Million to Mutual FundsIn 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 chairman Ned Johnson apologized to shareholders, customers, clients and employees, and said Dec. 21 that the company would pay $42 million plus interest to its...
December 13, 2006
A New Way to Beat the Market?To beat the market, mutual fund managers often ramp up risk, making outsize bets on stocks they expect to outperform. Now some quant jocks say they've hit upon a less risky approach: A strategy called 120/20, which, ironically, combines two risky strategies, leverage and short sales.