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.
Putnam Proposes Major "Shareholder Friendly" Changes
By Staff Writer: Putnam Funds proposes comprehensive changes to performance and management fees, and fund family breakpoints, pending shareholder approval later this year.
August 01, 2009
Strong Q2'09 For Emerging Markets, Bond FundsDuring the second quarter, $137.5 billion flowed out of money-market funds and about $7.6 billion left U.S., Europe and Japan equity funds, as the combined...
August 01, 2009
The ETF Advisor: Those Outperforming Small CapsSmall-cap stocks are a thorny problem for investors. With thousands of different issues and little analytical coverage available, it is a difficult and time-consuming task...
August 01, 2009
A Time to ShineFrank Holmes U.S. Global Investors 800-873-8637 [email protected] Conditions have improved for gold equities, and economic policy decisions being made in Washington could further increase the investment appeal of these...
August 01, 2009
Vanguard's Wellington Fund CelebratesThe Vanguard Wellington Fund (VWELX), which now has about $40 billion in assets, has turned 80. "The Wellington Fund is a compelling case for the...
August 01, 2009
Retirement Planning: What's Next For Target Date Funds?What should become of target date funds? These are the so-called set-it-and-forget-it funds that are gaining in popularity, particularly since the Pension and Protection Act...
August 01, 2009
Top Fund Brands for AdvisorsFinancial advisors associate positive branding with American Funds, iShares and Ivy Funds, according to a recent study done by Kasina and Horsesmouth, which included responses...