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.
Bond fund inflows approach record winning streak
By John SullivanAn analysis of data provided by the Investment Company Institute, a mutual fund industry trade organization, show bond fund asset inflows have outpaced equity fund inflows for 30 straight months through June.
August 23, 2010
Columbia-RiverSource to Streamline 62 FundsThe proposed mergers are part of Ameriprise's acquisition of the asset management business, which has about $330 billion in AUM.
August 23, 2010
Cerulli's Opportunity Index Compares Managed Account SponsorsAn "opportunity index" to help asset managers focus their distribution efforts is part of Cerulli Associates' new study, "Managed Accounts: Asset Manager Distribution Roadmap," the firm announced on Friday, August 13.
August 20, 2010
How a Top Advisor Uses Muni BondsA conversation about mutual fund investing for tax-free income with Erik F. Miller CFP, ChFC, CASL with CMC Advisers LLC in Portland, Ore.
August 20, 2010
Five Fund News Items for Advisors in the KnowA quick look at the latest online mutual-fund news items that every advisor should be following.
August 20, 2010
Genworth Study: Advisors Need Proactive Marketing StrategiesA Genworth Financial and Quantuvis Consulting study found advisors are sorely lacking in marketing skills. Fewer than one-third of advisors surveyed said they have a marketing plan. Of those, most aren't fully implementing their plan.
August 20, 2010
Fund Managers Still Cautious, Though Less BearishBank of America-Merrill Lynch survey finds that fund managers do not expect much growth; however, most don't believe we'll experience a douple-dip recession either.
August 20, 2010
Four Funds for Natural-Resource InvestingThe recent spike in the price of wheat was a reminder that commodities like foodstuffs offer profit potential for investors. Several top advisors outline the funds they use to invest in this sector.