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.
Top Fund Families See Slight Shift
By Janet LevauxSome fund families are moving into or close to the top-10 list, such as Dimensional Fund Advisors and J.P. Morgan Asset Management.
May 09, 2011
Lipper's Fund Trends Report Points to Money Markets, Target Dates, ETF AssetsFund trends to watch include money markets, target date funds and ETF assets, says a Lipper report published in conjunction with the firm's 2011 fund awards.
May 09, 2011
Top 12 Portfolio Products: PIMCO, Fiserv, Invesco PowerShares, KMS-EradoPIMCO launches floating rate fund, Fiserv UMH strategy, ETFs and mutual funds on volatility, fishing, food and oil.
May 06, 2011
Morningstar Rates Target-Date Funds: Vanguard, T. Rowe, JPM, American TopsMorningstar has updated its target-date fund family ratings for Q1 2011. Topping the list are funds run by Vanguard, T. Rowe Price, JPMorgan and American Funds.
May 05, 2011
Portfolio Fix: For Retirement Income, Floating Rate Bond Funds?With yields down and inflation looming, these fixed income mutual funds are worth a look.
May 05, 2011
Morningstar Unveils ‘Most Unloved’ ETF Portfolios Based on Mutual-Fund FlowsMorningstar Investment Services has launched a group of contrarian ETF portfolios that provide exposure to the firm's “most unloved” mutual-fund categories.
May 05, 2011
Mutual of Omaha Expands 401(k) OfferingsMutual of Omaha announced Thursday that it is expanding its investment lineup with 20 new funds, including target-date funds from Vanguard.
May 05, 2011
ICI Conference: Morningstar's Phillips Tells AdvisorOne Passive Strategies Attracting AssetsDon Phillips, managing director of Morningstar, says the fund industry is trying to overcome the fact that the “wind has not been at the back” of its bread-and-butter strategy—active management. Rather, “passive strategies are where the flows have gone."