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.
Reserve Primary Fund Starts $1 Billion Distribution
By James J. GreenFifth distribution leaves $3.5 billion in money fund that broke the buck
October 01, 2009
Fund Groups 'Regaining Lost Ground'Through August 31, 2009, more than $226 billion flowed into U.S. open-end funds, according to the latest data compiled by Morningstar. "Fund firms are close...
October 01, 2009
The ETF Advisor: Real Estate ETFsWith the housing market a mess, credit tight, and default rates for commercial mortgages growing by the week, it's hard to get excited about real...
October 01, 2009
The Soapbox: What You Need to Know About Hedge Fund ConversionsMany advisors often ask how to convert hedge funds into mutual funds. These conversion requests can be motivated by several different factors. One reason to...
October 01, 2009
Vanguard Eyes More Bond IndexesVanguard has filed a registration statement with the Securities and Exchange Commission for seven new bond index funds and ETFs. The new offerings will...
October 01, 2009
About the ManagerCharles "Chuck" Akre has been in the securities business since 1968. He previously held positions as shareholder, director, CEO of the asset management division, and...
October 01, 2009
Fiduciary ScorecardAs part of the screening process of mutual funds that I might use for my clients, I decided early in 2009 to search for global...
October 01, 2009
Roth Conversion in 2010On January 1, 2010, nearly $1.4 trillion of retirement assets will become eligible to be converted to a Roth IRA. The Tax Increase Prevention...