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.
Bird in Hand
By Melanie WaddellRegulators are cracking down on abusive sales tactics by broker/dealers selling annuities. But sales of variable annuities--and, particularly, immediate annuities--continue to grow at a healthy...
June 07, 2004
Dollar Rally Both Hazard and Opportunity for FX ManagersNEW YORK (HedgeWorld.com)--Currency funds with a systematic approach were battered by the dollar rally in April. The systematic component of the Parker FX Index lost...
June 07, 2004
NJ Attorney General Clears PIMCO, Settles with Allianz and AffiliatesPut one in the win column for Bill Gross.
June 03, 2004
Morningstar Unveils Office Management SystemNU Online News Service, June 3, 2004, 12:35 p.m. EDT -- Morningstar Inc., Chicago, has introduced a Web-based office management system for financial advisors. ...
June 01, 2004
Mutual Funds Must Provide More Information on Sales Fee Discounts: SECMay 26, 2004 -- Mutual fund companies will have to provide more disclosure about discounts on front-end sales fees, according to a new order from...
June 01, 2004
Wells Fargo to Acquire Strong FinancialMay 26, 2004 -- Wells Fargo (WFC) said Wednesday that it has agreed to acquire Strong Financial Corp., which offers 70 mutual funds. Terms of the...
June 01, 2004
Vanguard Reopens Precious Metals Fund, Broadens Mandates for Four Bond FundsMay 27, 2004 -- Vanguard Precious Metals Fund (VGPMX) will reopen to new investors on Friday after being closed for two years, the Vanguard Group...
June 01, 2004
Net New Cash Into Stock Funds Jumped in April: ICIMay 27, 2004 -- Net new cash into stock funds gained handsomely in April, rising $23.3 billion, well above the $16.0 billion they received in...