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.
When Contrarians Create
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniFor more than a decade after the firm was founded in 1985, Malcolm H. Gissen & Associates provided comprehensive financial planning and investment advisory services...
June 01, 2010
Mutual Fund Spotlight: The World Their OysterThe two men--who are both RIAs with over 28 years of investment experience each and who launched the Encompass Fund in 2006--look to invest exclusively...
June 01, 2010
Annuity Analytics: AXA Equitable Retirement CornerstonePRODUCT REVIEW Last month I addressed a variable annuity that protects retirees against the dreaded risk of inflation by offering a guaranteed payout rate linked...
June 01, 2010
No More Secret BankingAlarmed at lenders' loosened customer standards, Andrew Redleaf saw a red flag waving in the mortgage market as early as 2002. By 2006, the contrarian...
June 01, 2010
Retirement Planning: Lifetime Income, Target Date Funds To Center StageLifetime income and target date funds are taking center stage this spring, while a proposed Department of Labor regulation freshening up the term 'fiduciary' is...
May 28, 2010
Bull, Tech Funds Leading the Pack; Vanguard Reopens Convertible FundIn the taxable fixed-income group, the bull and ultra-long Treasuries dominate the quarter-to-date and year-to-date charts, according to Lipper data.
May 28, 2010
Bull, Tech Funds Leading the Pack: Mutual Fund Weekly WrapupThe latest Lipper research--tracking fund categories and fund performance--indicates that, among the largest funds, the Pimco Total Return Fund has risen 3.75% year to date, though in the week ended May 28 it declined 0.5%.
May 27, 2010
FRC: Target-Date Funds Still Niche PlayersTarget-date funds now hold just 4% of U.S. retirement plan assets, according to Financial Research Corp.