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.
AT&T-BellSouth Dial Wrong Numbers
By Staff WriterWhile AT&T Corp. (T) and BellSouth Corp. (BLS) are widely held securities among mutual funds and exchange-traded funds, the companies' recent merger agreement has generated...
February 21, 2006
Manager Proposes Beta StrategyAs money managers continue searching for alpha, Alternative Investment Partners co-founder Lee Schultheis is focused on beta--on the Beta Hedged Strategies Fund, that is. As a follow-up to his three-year-old Alpha Hedged Strategies Fund, Mr. Schultheis is preparing his second hedge fund strategy that is slated to launch in March....
February 09, 2006
Mutual Of Omaha Starts IT Consulting SubsidiaryA large insurer is getting into the tech market.Mutual of Omaha Insurance Company, Omaha, Neb., has formed Omaha Information Services Company, a consulting subsidiary that ...
February 01, 2006
Silk PursesThe average mutual fund investor made money in 2005. Perhaps not as much as in 2004, but positive returns were the norm, nonetheless. On the...
February 01, 2006
Japan Funds Get Imperial TreatmentMutual funds that invest in Japan have blossomed. The average Japan stock fund soared 32.8% in calendar 2005, and registered an average annualized gain of...
February 01, 2006
Risky BusinessIn the September 2005 Investment Advisor, we showed that characteristic (value-growth and market capitalization) constrained investing costs investors almost 300 basis points per year. Then,...
February 01, 2006
China HandAs advisors seek portfolio diversification for their clients, investments in emerging markets have been receiving a great deal of attention. It can be extremely challenging...
January 26, 2006
South American Investments Appear Headed NorthWith skyrocketing inflation, unstable regimes, and other problems that have plagued South America in recent years fading from the picture, the outlook for investments in...