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.
Growing Green
By Kate McBrideWhether as a conscious effort to "do good" or part of year-end tax planning, investors think more about charitable causes and social responsibility during the...
November 21, 2006
Looking Under the HoodThey're one of the most popular investment vehicles for retirement, and yet despite their ever-growing appeal, there is little information in the market about life...
November 17, 2006
Boosting BondsWith interest rate cuts likely from the Fed in 2007, S&P is boosting the recommended exposure to bonds and going out longer term. The Standard & Poor's Model ETF Portfolio has a new fixed-income allocation to reflect a decision by our Investment Policy Committee (IPC) to increase the bond portion...
November 17, 2006
World Won't Sniffle If U.S. SneezesInternational equities have outpaced U.S. stocks over the past four years. And barring some year-end meltdown, the trend looks set to continue in 2006. This...
November 07, 2006
Equal Weight ETFs Seek to Reduce Single-Stock RiskThe big risk for investors looking for exposure to the full spectrum of economic sectors the traditional risk has been overexposure to any individual stock. With that in mind, Rydex has announced the launch of a family of nine ETFs based on the S&P Equal Weight Sector Indexes, traded on...
November 03, 2006
Emerging Market Doesn't Equal Small Cap, AnymoreWhen you see 'emerging markets' and 'small cap' in the same sentence do you automatically think it's redundant? While it may have been so once, it's time to revise your thinking. With the largest IPO in history--Industrial & Commercial Bank of China--brought to market in Hong Kong and Shanghai in...
November 01, 2006
Catching up with...Once, 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
Blending In NicelyLarge-cap blend funds seek to combine the best of both worlds--growth-oriented stocks which provide high earnings growth, tempered by value-oriented issues which offer the stability...