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.
Why Reserve Loves Orphans
By Melanie WaddellBest known for creating the money market fund in 1970 and the FDIC-insured money market sweep account in 1997, Reserve Funds is taking a new...
March 01, 2005
THE GLUCK REPORT, Part I: Why Investing Costs MatterIn covering personal finance for the last 22 years, I've met lots of financial advisors, but one of my all-time favorites is Tom Connelly. A...
February 28, 2005
NASD Fines Two Firms For Selling Shelf SpaceFeb. 22, 2005 -- The National Association of Securities Dealers said it has fined Quick & Reilly Inc. and Piper Jaffray Companies (PJC) a total...
February 28, 2005
Fidelity Increases Sales of Advisor Class FundsFeb. 24, 2005 -- Fidelity Investments said its sales of mutual funds that are sold by financial advisors increased 31% to $6.1 billion last year...
February 28, 2005
NASD Brings Charges Against American Funds DistributorsFeb. 16, 2005 -- Broker regulator NASD on Wednesday charged American Funds Distributors Inc. with directing about $100 million to brokerage firms to reward them...
February 28, 2005
Net New Cash Into Stock Funds Eased in January: ICIFeb. 24, 2005 -- Cash flow into stock funds slowed down somewhat in January compared to the prior month, according to data released today by...
February 17, 2005
NASD Acts On Brokerage Commission AllegationsThe National Association of Securities Dealers Inc., Washington, is weighing in on mutual fund compensation arrangements.[@@]The self-regulatory agency is examining 10 to 20 companies ...
February 17, 2005
Bank of America Units to Pay Market-Timing FinesWASHINGTON--The U.S. Securities and Exchange Commission ordered mutual fund and broker-and-clearing-firm arms of Bank of America to pay US$375 million to settle charges of market...