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.
April Showers Bring Soggy Returns
By Staff WriterA mutual fund review of domestic equity funds
May 01, 2005
The Case for Mid-Cap GrowthMid-cap growth stocks tend to provide higher growth rates and lower valuations than larger-cap equities, while enjoying less volatility and more liquidity than their smaller-cap...
May 01, 2005
Fidelity's Separate Account InvestmentMany independent broker/dealers, banks, and credit unions provide fee-based services for reps through third-party separate and mutual fund wrap providers such as Morningstar, Lockwood, AdvisorPort,...
May 01, 2005
Staying BalancedThe germ of the socially responsible investing (SRI) movement sprouted from a letter that Luther Tyson and Jack Corbett, who worked on peace, housing, and...
May 01, 2005
An SMA for 401(k)sEnvestnet Asset Management recently launched ENVEST(k), a turnkey platform for qualified plans that allows participants with smaller account balances to invest in separate accounts. This is...
April 27, 2005
Average 401(k) Account Has $69,000: Hewitt StudyL19Hewitt_tt 140 ll. ChartsEMPLOYEE BENEFITSModest improvements in 401k participation, diversification foundEmployers' efforts to boost participation in 401(k) plans apparently have had only modest success, ...
April 25, 2005
Money Market Managers Predict Higher RatesNU Online News Service, April 25, 2005, 10:25 a.m. EDTPortfolio managers of rated money market funds predict the Fed Funds rate will continue to ...
April 13, 2005
Giving Reps What They NeedHow broker-dealers can help with mutual fund salesby Mark PetersonBefore 2004, investors were looking for the proverbial suitable mutual fundone with double-digit returns, low expenses ...