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.
Market Update: Frank Holmes& U.S. Global's Latest Analysis
By Janet LevauxThe current environment appears similar to 2008 in many ways, but there are also crucial differences. The economy is recovering and global economic growth still looks like the most likely outcome, Holmes points out.
May 19, 2010
Pax World Enters 'Sustainable' ETF Space with ESG SharesPax World Funds, a sustainable- investing firm, announced Wednesday, May 19, that it launched ESG Shares, what it claims is the first family of exchange traded funds devoted exclusively to a "sustainable investing approach."
May 18, 2010
Funds for Rising Interest RatesA group of financial advisors explains the 10-plus funds they consider advantageous in a climate with rising interest rates and how they use these products to better position clients.
May 18, 2010
Three Reasons to Consider Commodity FundsIs it time to increase clients' exposure to commodity funds? Advisors point to the need for diversification, the importance of hedging against inflation and the benefit of participating in the expected global recover as why commodities make sense.
May 18, 2010
European ETF Sponsors Receive Licenses for S&P 500 Index FundsNew products will expand global access to U.S. equity markets.
May 18, 2010
Five Must-Read Fund ItemsSEC Issues Worthless Warnings on Fund Performance Ads Forbes.com writer Ahmed Taha analyzes the SEC's warnings to investors about not using a fund's past performance...
May 18, 2010
How a Top Advisor Uses Mutual Funds for International InvestingA conversation about mutual funds and international investing with Tom Orecchio, CFA, CFP, ChFC, a principal with Modera Wealth Management in Westwood, N.J.
May 17, 2010
Vanguard Research Paper States the Case for Bond DiversificationIn recent months, investors have been peppering Vanguard with questions about how they should react to prospects of rising interest rates.