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.
Positive Returns: Four Quarters in a Row
By Janet Levaux"Equity funds strung together their fourth consecutive quarter of plus-side returns during first quarter 2010, posting a 4.64 percent return despite losing ground in January,"...
May 01, 2010
The ETF Advisor: Treasury ETFs Offer Measure of Safety, but Still Carry RisksWhen the ups and downs of the stock market get to be too much, when you can't decide whether China or Brazil is a better...
May 01, 2010
Fidelity Shares 401(k) Success StoryFidelity Investments says it has had good success with its Advisor 401(k) business in 2009; these plans are offered through third-party financial advisors to small...
May 01, 2010
Invesco Aim Gives Update on Van Kampen PurchaseAs Invesco Aim moves toward the planned second-quarter close of its purchase of Morgan Stanley's asset-management business, including Van Kampen, the company has developed...
May 01, 2010
Annuity Analytics: Penn Mutual's PPP Living BenefitPRODUCT REVIEW The great debate of our time -- or at least within the halls of economics departments around the country -- is whether the U.S....
May 01, 2010
The Up Side of Fear and GreedRetail investors buy and sell securities for various reasons, many of which are based on either fear or greed, and that can creat inefficiencies that...
May 01, 2010
Silver LiningAnxiety prevails among fixed income managers over the prospects of rising interest rates and what it will do to their product's reputation as a "safe"...
May 01, 2010
30 for 30 Interviews: John BogleInvestment Advisor is celebrating its 30th anniversary. How would you say the mutual fund business has changed in that time period? Mutual funds used to...