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.
Closed-End Funds Present Investing Opportunities, and Pitfalls
By Patrick W. GalleyCE funds had a strong April and have returned more than 25% over the past year, but rising short-term interest rates are a risk to watch
May 16, 2011
Clients Seek Advisors' Help in Hedging Risk: Aberdeen, Options Council SurveysInvestors’ growing risk appetite has advisors making more aggressive market plays, Aberdeen Asset Management and Options Industry Council surveys show.
May 15, 2011
Reconsidering the Case for CommoditiesOne investment firm contends that the fundamental case for commodities has changed since the late 1990s
May 13, 2011
Eight Things Advisors Need to Know About UMAsCertain questions are critical for advisors to discuss with prospective firms, before leaving a wirehouse or other broker-dealer.
May 13, 2011
Don’t Shun Europe, Say Franklin Templeton Portfolio ManagersEurope’s sovereign debt crisis has created opportunities for U.S. investors, a group of Franklin Templeton portfolio managers said.
May 11, 2011
Flexible flyersI continue to like flexible mutual funds, the ones that can move from commodities to gold and, later, to overseas or domestic equities
May 11, 2011
Flexible flyersI continue to like flexible mutual funds, the ones that can move from commodities to gold and, later, to overseas or domestic equities
May 11, 2011
Vanguard Lowers Investment MinimumsVanguard said Wednesday that it was reducing the minimum investment requirement from $3,000 to $1,000 for the 12 funds in its index-based Target Retirement Fund series.