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.
Schwab RIA Study Shows Advisors Moving Full Speed Ahead With Growth Plans
By Joyce HansonDetermined to buck the nation's trend toward sluggish economic growth, independent RIAs are charging ahead with plans to grow their businesses, says a Charles Schwab Advisor Service study released Wednesday, July 7.
July 06, 2010
Most Funds Struggle in Q2, Though Some ShineWith U.S. markets off roughly 6-13% in the second quarter of 2010, very few funds were able to carve out positive results, according to Lipper data through June 30, 2010.
July 06, 2010
Lipper Data Show Most Funds Struggled in Q2, Though Some ShineSecond-quarter results for the major U.S. stock indexes varied between a 5.84% loss for the Amex and 13.13% loss for NYSE.
July 06, 2010
ISM Non-Manufacturing Report on Business Showed Low Employment Stalling EconomyThe Institute for Supply Management's June non-manufacturing report on business released Tuesday, July 6, showed a slower rate of growth in U.S. businesses and a lack of job growth hampering economic recovery.
July 02, 2010
FundQuest Study: Active vs. Passive Investment ManagementFundQuest released a white paper on active versus passive investment management on Wednesday, June 30, that is intended to provide "actionable information" as a reference tool for portfolio construction.
July 02, 2010
Jeff Montgomery Named Chairman of AFAMcompany formerly known as Al Frank Asset Management, has named its CEO, Jeff Montgomery, as Chairman, effective August 1, 2010.
July 02, 2010
Jobs Report for June Showed Unemployment Down to 9.5%, but 125,000 Fewer JobsThe widely watched U.S. Labor Department employment report for June disappointed expectations, showing a decline of 125,000 payroll jobs, but it also showed that the unemployment rate edged down to 9.5%.
July 02, 2010
Financial Reform Bill: Sen. Cantwell Switches to 'Yes' VoteRepublican Senators Brown, Grassley, Snowe, and Collins still undecided.