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.
Reading Between the Labor Dept.'s Lines
By Janet LevauxPhyllis Borzi, the new assistant secretary of labor and head of the Department of Labor's Employee Benefits Security Administration (EBSA) gave her first press interview...
October 01, 2009
Mutual Fund Spotlight: Firm FoundationA manager who has consistently delivered above average returns to investors in one of the best performing stock mutual funds on the market (the FBR...
September 25, 2009
Tandem Performance PuzzleTypically, stocks and bonds go in opposite directions, a tendency that has exhibited itself throughout most of 2009. But in the last four weeks, long-dated Treasuries have risen right alongside equities, as the pair has each notched a 6% gain.
September 24, 2009
Back to Basics: Large-Cap Growth Funds: Mutual Fund Focus, September 2009Among the dilemmas that haunt the world of investing, growth versus value is one of the most fundamental. Buy low and hope for a turnaround, or go with a proven winner, betting the streak will keep going?
September 23, 2009
Vanguard to Use Floating BenchmarksSome index funds to use Barclays Capital float-adjusted bond indexes
September 23, 2009
New Putnam Target Date Funds Mix Absolute Return, Traditional StylesFunds seek to mitigate market volatility and create a more stable sequencing of investment returns
September 23, 2009
Hennessy Completes SPARX Deal; Gains $74 Mil. in AssetsHennessy Advisors now manages the SPARX Funds, which have been renamed the Hennessy Select SPARX Japan Fund and Hennessy Select SPARX Japan Smaller Companies Fund.
September 23, 2009
T. Rowe Enhances Advisor Web SiteFund company streamlines site for intermediaries