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.
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By Staff WriterFidelity Investments has followed up the announcement of its partnership with Kohlberg Kravis Roberts under which Fidelity's retail and institutional brokerage have access to IPOs...
August 20, 2009
The TiVo of financial advice?Can a machine replace an advisor? Silly, we know. But Cake Financial, a San Francisco-based company, introduced an automated service that tailors a mutual fund...
August 18, 2009
More Funds and ETFS for VanguardVanguard will be adding seven new bond index funds and ETFS to its range of actively managed funds.
August 17, 2009
What Would Ho Chi Minh Think?Van Eck became the latest firm to offer a country specific ETF with the August 14 launch of its Market Vectors Vietnam ETF (NYSE Arca: VNM).
August 12, 2009
Do Target Date Funds Still Have a Role?Target date funds (or TDFs) can still work well for investors who lack the time, talent or inclination to spend a lot of effort on managing their own investments, advisors say. And there are other uses for them, as well.
August 10, 2009
Schwab Charitable Expands Investment OptionsDonor-advised fund includes SRI and multiple fixed-income options
August 07, 2009
25th anniversary of MTL Equity Products Inc.Oak Brook, Ill.-based MTL Equity Products Inc. recently celebrated the 25th anniversary of its founding. The full-service registered broker/dealer and member company of Mutual Trust Financial Group serves customers in 48 states and Washington D.C. through an independent team of registered representatives.
August 06, 2009
Build a Low Correlation PortfolioAlphaSimplex Group's Andrew Lo launches a multi-strategy, absolute-return fund: Natixis ASG Diversifying Strategies Fund (DSFAX).