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.
IA Soapbox: Europe, ETFs, and the Fiduciary Standard
By Steve Weydert, CFP, MSThe European landscape of ETFs looks much different than the U.S., partly due to the lack of a fiduciary duty to clients among advisors there. Returning...
July 01, 2010
The ETF Advisor: Technology ETFs Ride the iPhone's WaveAbout thirty years ago, fans would camp out for tickets to rock concerts and new movies, while technology buffs stayed home dreaming. These days, technology...
July 01, 2010
Experts Share Views on Diverse Global Growth(Hollywood, Fla.) International-stock funds have been outpacing their U.S. counterparts in early 2010, as they did in 2009. According to Morningstar, some $576 million flowed into...
July 01, 2010
Funds Flows Moving with the MarketsThe wild market rides prompted investors to pull some $13.2 billion out of long-term mutual funds in May, particularly from equity funds, reports Morningstar, though...
July 01, 2010
Policy Analytics: Investing in a Rising Tax EnvironmentA year and a half into the Obama administration, the federal budget deficit is soaring. Spending has swelled as the government expended funds to support...
June 29, 2010
Second Quarter Not Kind to Funds, Says LipperPrecious-metal funds, though, are up close to 12% for the quarter and nearly 13% for the year through June 24.
June 29, 2010
Lipper Says Second Quarter Not Kind to Funds, MarketsAfter a decent first quarter, when stocks rose between 3.6% and 8.9% and many mutual funds showed strong returns, the markets and plenty of funds are back in the red in the second quarter through June 24, according to Lipper's preliminary data.
June 29, 2010
Consumer Confidence Drops; S&P/Case-Shiller's Home Price Index RisesIn more destabilizing economic news, the Conference Board's closely watched consumer confidence survey plummeted in June while the S&P/Case-Shiller index showed that home prices rose in April--but probably only briefly--on the temporary tax credit.