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 Wants 12B-1 Restrictions on VA Subaccounts
By Warren S. HerschThe U.S. Securities and Exchange Commission (SEC) is calling for new limits on use of 12b-1 distribution fee provisions in the mutual funds in variable annuity subaccounts.
July 21, 2010
Five Core Funds for Conservative InvestorsEvery portfolio needs a solid foundation, especially those owned by conservative investors. Here are five core funds used by several top advisors that can help keep conservative clients on course.
July 21, 2010
BlackRock Doubles Q2 Net Income, but Client Outflow Problems PersistBlackRock reported Q2 2010 net income of $432 million, up $214 million from a year ago and up $9 million from the first quarter.
July 21, 2010
Six Fund Items for Advisors in the KnowA quick look at mutual fund news items from around the Web that every advisor should be following.
July 21, 2010
SEC Wants 12B-1 Restrictions on VA SubaccountsThe U.S. Securities and Exchange Commission (SEC) is calling for new limits on use of 12b-1 distribution fee provisions in the mutual funds in variable annuity subaccounts.
July 20, 2010
DoubleLine DiversificationSearching for less correlation? New fund may help diversify portfolios across multiple asset classes.
July 20, 2010
DoubleLine to Launch a Diversified Actively Managed FundDoubleLine Funds Trust has filed to launch a new actively managed fund, DoubleLine Multi-Asset Growth Fund.
July 20, 2010
Goldman Sachs Q2 Earnings Plummet on SEC Settlement, U.K. Bank Tax, and Market VolatilityGoldman Sachs reported net earnings of $613 million for second-quarter 2010, an 82% drop from quarterly earnings a year ago, at $3.44 billion. Earnings per common share were posted at 78 cents versus $4.93, 84% lower.