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.
Three Studies Worth a Quick Read
By Ed McCarthy, CFP, RICPPortfolio rebalancing, dollar cost averaging, and the need for a broader approach to income investing are the focus of recent analyses done by Vanguard,...
August 25, 2010
Invesco PowerShares Switches to Fundamental Bond IndexThe Wheaton, Il.-based investment firm changed both the name and the index for PowerShares High Yield Corporate Bond Portfolio (PHB).
August 25, 2010
Bull and Bear Treasury Notes Hit the StreetThe new iShares ETNs have annual expenses of 0.75 percent.
August 25, 2010
Mid-Cap Value Funds Deliver Outsized Performance: Mutual Fund Focus, August 2010Mid-cap stocks seem to suffer from a perennial identity crisis. One the one hand, they are too small to command the dominant positions in large
August 25, 2010
IRI: Variable Annuity Sales in Q2 at 'Record High'Variable annuity sales posted record highs in the second quarter of 2010, the Insured Retirement Institute (IRI) reported Wednesday.
August 25, 2010
New Home Sales Plunge to Record Low; Durable Goods Up but AilingSales of new single-family houses in July fell 12.4% to 276,600, the slowest pace of sales on record since 1963. July durable goods orders rose slightly, but the increase came mainly from airplane orders.
August 24, 2010
Boston Consulting Group: Asset Managers Rebound From Worst of Global DownturnThe global asset management business rebounded strongly in 2009, but managers face formidable obstacles in their quest to return to the growth trends and profitability levels that preceded the financial crisis.
August 24, 2010
NAR Existing Home Sales Plummet to Record Low; Retail Also DownExisting-home sales dropped sharply in July to historic lows after the home buyer tax credit expired, but home prices continued to gain, the National Association of Realtors (NAR) reported Tuesday, August 24.