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.
Looking Back
By Staff WriterBob Clark points out in his column this month (page 53) that the limited partnerships of yore weren't the first, or last, alternative investment that...
May 29, 2005
Copycats Eye Variable Annuity FeaturesIt is arguable that the most popular features to be added to variable annuities in recent years are guaranteed minimum withdrawal benefits.
May 28, 2005
Copycats Eye Variable Annuity FeaturesIt is arguable that the most popular features to be added to variable annuities in recent years are guaranteed minimum withdrawal benefits.
May 10, 2005
Analyst Assesses Insurer Eposure To Auto Maker DefaultsThe big automobile manufacturers' financial problems could have some effect on U.S. life insurers' investment results.[@@]A team of analysts at UBS Investment Research, New ...
May 09, 2005
Cerulli: Fund Ta Changes May Attract Latin American CashU.S. mutual funds may be heading south to look for new sources of assets.[@@]The recent elimination of the 30% withholding on U.S. mutual fund ...
May 04, 2005
Closing Set for Julius Baer International Equity FundMay 2, 2005 -- The Julius Baer International Equity Fund/A (BJBIX), which has topped its peers over the short and the long run, will close...
May 04, 2005
Hewitt Sees Small Improvement In 401(k) ParticipationModest improvements in 401(k) participation, diversification foundEmployers' efforts to boost participation in 401(k) plans apparently have had only modest success, a new study by ...