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.
Broad Fund Groups Up in '09
By Janet LevauxLipper's latest performance data, through July 30, shows that the first half of 2009 has been kind to mutual funds. The performance in all major...
September 01, 2009
Can Bonds Continue to Outperform?Bonds have outperformed stocks by a large margin over the past year because of the financial crisis, and they've also roughly matched stocks over the...
September 01, 2009
Value Versus GrowthOver time, value stocks have outperformed growth stocks and have done so with a lower standard deviation (see first table below). The coefficient of variation...
September 01, 2009
The ETF Advisor: Pick a Country, Any CountryThe rally in foreign and emerging market stocks during the first half of 2009 has awakened within U.S. investors an apparently long slumbering desire to...
September 01, 2009
Tactical Versus StrategicIn strategic asset allocation, long-term capital expectations are integrated with a client's goals and a target allocation is established. With tactical asset allocation, adjustments are...
September 01, 2009
Marrying Long and ShortThe first two funds are linked to the Russell 3000, a barometer of the total U.S. stock market while CSM is linked to the Credit...
September 01, 2009
ALPS Goes for Equal WeightsALPS Equal Sector Weight (EQL) is benchmarked to the Banc of America Securities-Merrill Lynch Equal Sector Weight Index. It owns each of the nine Select...
September 01, 2009
Commentary: Is It OK to Be Leveraged and Short?Despite ballooning assets and increased trading volume, leveraged and short ETFs are coming under attack. A mid-year regulatory alert sent to financial professionals by the Financial...