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
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...
September 01, 2006
Net Assets Grow in Q1, Q2 of 2006The fund industry has attracted nearly $150 billion in net new assets during the first six months of 2006, according to Financial Research Corporation's latest...
August 29, 2006
Prudential Agrees to Pay $600 MillionPrudential Equity Group (PEG), formerly known as Prudential Securities Inc., has agreed to pay $600 million in fines and restitution to resolve charges relating to improper market timing.
August 24, 2006
Persistent Savings Yield 401(k) Growth: ReportDespite the arrival of a severe bear market in the period, the average account balance among American workers who consistently held 401(k) accounts from 1999 ...
August 17, 2006
Lifestyle Funds DeliverIt looks like the popularity of Lifestyle funds is paying off. John Hancock has found that participants in its 401(k) plans who invested only in a target-risk Lifestyle Portfolio from 2001 to 2005 got better returns than John Hancock plan participants who chose their own asset allocations.
August 17, 2006
Hard to Keep Up PerformanceStandard & Poor's latest mutual fund persistence scorecard, released in mid-August, found that through June 30, very few funds were able to consistently repeat top half or top quartile performance.
August 07, 2006
New LODH Fund Seeks Latin OpportunitiesLombard Odier Darier Hentsch Group in June launched a new long/short fund focused on Latin America, and announced Monday that assets have grown to $50 million.
August 04, 2006
Munder Managers and Partners Buy FirmLed by senior management and portfolio managers, Birmingham, Michigan-based Munder Capital Management will team up with Crestview Partners, L.P., and Grail Partners, LLC, to pay Comerica $302 million plus Munder's stake in World Asset Management, for Comerica's 90% interest in Munder Capital Management.