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.
INCOME & growth
By Staff WriterWhen a client's primary goal is income from their portfolio, there are a number of options to choose from: dividends are popular because of the...
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.
August 01, 2006
Communications RulesTop advisors communicate regularly and meaningfully with their top clients. Here are some suggested rules for making those communications effective, as found in "The Ubiquitous Paradigms...
August 01, 2006
Health Care Funds Tired and SluggishThe health care sector encompasses a broad and diverse group of companies--from high-risk, fast-growth biotech stocks to solid, blue-chip drugmakers, long the darling of conservative...