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.
Mutual Fund Wrapup: Fund Flows Have Strong Q1, April
By Janet LevauxMorningstar says inflows through April at $165 billion; financial funds are doing well; Fidelity, SteelPath launch products
May 13, 2010
New Faith-Based Funds Aim to Increase Sales in Non-Profit SectorBoomers looking for investments that reflect their beliefs can take advantage of three new fund families offered by The Hartford. The company recently announced it...
May 13, 2010
Mutual Fund Class A Sales Favor Fee-Based NAV Pricing Over LoadsAs advisors move to fee-based pricing for their clients and away from commissions on transactions, mutual funds are seeing a related drop in Class A share sales with front-end loads, a new Strategic Insight study of fund sales trends shows.
May 13, 2010
Retirement Plan Advisor, August 2009: Stable Value as QDIA Up for Debate AgainNow that the retirement finance dialogue has once again shifted to the need for Americans to put their money into secure investment vehicles, stable value funds are on the menu.
May 13, 2010
Lessons From the Crisis--Bill GrossNoting in passing that "globalization has been halted" and that "growth will return by the end of the year," Gross presented his "seven commandments" of what will happen next.
May 13, 2010
Lessons From the Crisis--John BogleBogle, the inventor of the index mutual fund and former Vanguard chairman, gave the attendees plenty of his own advice.
May 12, 2010
Options Investors Are Smarter, Busier, and Richer, Study FindsTrade group views financial advisors as target market for more options investing
May 11, 2010
Seven conservative funds for seniorsThe following list of balanced funds comes to us by way of SmartMoney.com.