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.
Schwab Cuts Equity Commissions to $8.95 per Trade
By James J. GreenAlso introduces new fee-based portfolio advisory program of ETFs
January 01, 2010
"Is federal oversight in target-date funds' future?"Target-date funds are just another example of the wonderful "buy and hold" strategy ... or should I say "buy and hope!"
January 01, 2010
Markets, Funds Come BackFlows into emerging-market equity and the riskier bond fund groups have been losing momentum in early December, according to EPFR Global of Boston. At the...
January 01, 2010
Fund Assets, Ratios Hurt in early 2009, Recent Lipper Research ShowsLipper's fall report, "The Halfway Point," outlines changes to open-end fund expense ratios over the eight-month period from the end of October 2008 through...
January 01, 2010
The ETF Advisor: China ETFsIt's rare that a consensus forms across a wide cross-section of investors. One market view, however, seems indisputable for bulls and bears alike: China will...
January 01, 2010
PIMCO Adds Treasury ETFsThe PIMCO 3-7 Year U.S. Treasury Index Fund (FIVZ) and the PIMCO25+ Year Zero Coupon U.S. Treasury Index Fund (ZROZ) were launched in November by...
January 01, 2010
401k Plans Back on Track, Vanguard SaysThe typical 401(k) participant now has greater 401(k) retirement wealth than before the severe market downturn, according to a new Vanguard report entitled "Recovery...
January 01, 2010
Total Return Leaders: Persistently PositiveInvestment strategies that focus on investing in dividend-paying stocks have a long-term record of outperforming the S&P 500 index with less volatility, fund managers and...