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.
Midstream MLPs: Superior Returns
By Gabriel HammondDuring 2009, the Alerian MLP Index (NYSE: AMZ) delivered a 76% total return. However, it is important to remember that the AMZ fell 37% in 2008....
January 28, 2010
SEC Issues Guidance on Climate Change DisclosureCommission takes no position on climate change only risk factors companies must reveal
January 27, 2010
Socially Responsible Funds Outperformed Investing Benchmarks in 2009Results for SRI funds cover nearly all asset classes--especially large cap funds
January 27, 2010
World Funds: Bringing International Diversification to Your Clients' Portfolios: Mutual Fund Focus, January 2010A tidal wave of money flows to equity mutual funds with international exposure
January 20, 2010
Equity Funds Moving UpInvestors were still very much drawn to bond funds late in 2009. But stock funds improved their performance and some global funds drew new interest.
January 20, 2010
A Powerful Rebound for TDFsThe stock markets' rebound in 2009 has benefitted 2010 target-date funds (TDFs), with many staged solid recoveries, according to a recent Morningstar report.
January 20, 2010
Fund Portfolio Solutions from a Top AdvisorEach month in this column, we ask an advisor about the mutual funds he or she would consider for a simplified client scenario. Here's this...
January 20, 2010
Alternative Strategies Gaining MomentumHedge funds had a good year in 2009. According to the Hedge Fund Research, the HFRI Fund Weighted Composite Index was up 20.04 percent for...