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.
Nine Funds to Ride Out a Double-Dip
By Ed McCarthy, CFP, RICPHere's how you can position your clients' portfolios, if the economy slows again and experiences a double-dip.
June 22, 2010
Merrill, Fidelity, Vanguard Rank Tops in Cogent 401(k) Loyalty Survey of Plan ProvidersA Cogent survey of 401(k) sponsors ranks BofA Merrill with the highest loyalty rating in the micro market of $5 million or less. Fidelity rates highest among $5 million to $20 million plans, and Vanguard rates highest with mid-size plans over $20 million.
June 22, 2010
Infrastructure Funds Lay Groundwork for Recovery: Mutual Fund Focus, June 2010Before the credit crisis hit markets with hurricane force in 2008 and 2009, Wall Street was becoming increasingly enamored with an investment trend.
June 21, 2010
Standard & Poor's, Financial Research Corp. Join Forces on MarketScope Advisor Web SiteS&P and FRC have signed a content distribution pact that will bring FRC's asset-management news and product research to a broader audience of financial advisors on S&P's MarketScope Advisor online platform.
June 21, 2010
At Morningstar Conference, Don Phillips Says Watch Four TrendsRegulation, trust, complexity, and risk are trends to watch as the Morningstar Investment Conference kicks off
June 21, 2010
Morningstar Confab: Watch Four Trends, Says PhillipsRegulation, trust, complexity, and risk are trends to watch as the Morningstar Investment Conference kicks off in Chicago.
June 21, 2010
Street Sentiment Drifting Lower, Remains Off '10 PeakThough the markets are faring well, the sentiment of Wall Street firms tracked by First Coverage is trending bearish.
June 17, 2010
American Beacon Hosts Its First Annual Investment ForumAmerican Beacon Advisors showed off its broad range of funding strategies and sub-advisors, and held a lively panel discussion on investment opportunities at its Oversight 360? First Annual Investment Forum on June 16, in New York.