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.
SEC Mandates Independent Chairs For Mutual Funds
By Steven BrostoffSEC Mandates Independent Chairs For Mutual FundsByWashingtonA new Securities and Exchange Commission rule mandating that mutual fund boards be comprised largely of independent directors and ...
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...
June 01, 2004
More Than Meets The EyeAppearances can be deceiving, and experts can look at the same data and draw different conclusions. Take Oppenheimer's Real Asset Fund. Its top holdings appear...
June 01, 2004
A Chilling Effect?One of the main arguments against the newfound vigilance of the SEC presented by many smaller RIAs is that the rules are more appropriate for...