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.
Going Hybrid, Gaining Flexibility
By Staff WriterFlexible hybrid funds are a special class of balanced funds that have the leeway to invest in a range of securities, including commodities, real estate,...
March 21, 2005
Educators Mutual To Acquire Eastern, Go PublicA Lancaster, Pa., mutual life insurer has agreed to convert to a stock charter and use its new stock to pay for a neighbor.[@@]The ...
March 11, 2005
Merrill Fined $13.5 Million for Fund ViolationsMarch 8, 2005 -- Merrill Lynch is being fined $13.5 million for failing to supervise a group of brokers in its Fort Lee, N.J., office...
March 11, 2005
Fidelity Permanently Cuts Fees on Five Index FundsMarch 1, 2005 -- Fidelity Investments said it has permanently reduced the total expenses of five of its domestic equity index funds to 0.10%. The five funds include four whose fees were voluntarily reduced and capped at 10 basis points in August 2004 -- the Fidelity Spartan 500 Index Fund...
March 04, 2005
Aon Complaint Mentions Benefits CarriersNew York Attorney General Eliot Spitzer mentions UnumProvident Corp. and Mutual of Omaha in his complaint against Aon Corp., Chicago.[@@]Spitzer and Aon announced today ...
March 03, 2005
Officials Relax Market-Timing Penalty RulesMutual funds will have a choice about whether they must impose redemption fees on speculators who use abusive trading strategies.[@@]The U.S. Securities and Exchange ...
March 01, 2005
Survey: Executives Prefer Blue ChipsNU Online News Service, March 1, 2005, 6:20 p.m. ESTCorporate presidents and vice presidents tend to assemble retirement portfolios that look more like sedans ...
March 01, 2005
Gaining the All-Cap EdgeAmong the best long-term performers in the all-cap growth category, the $13.8 billion Calamos Growth Fund (CGRIX) invests in companies of any size that have...