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.
Style Points
By Chuck Carlson, CFAIs it best to make sure your client's equity dollars are divided across most or all of the nine style boxes? Or should you be focused on finding the best fund managers for your clients, regardless of style box?
July 01, 2009
Surviving the Muni StormThe next corner of the bond market that looks poised for a storm of epic proportions is the usually quiet and tame municipal bond market....
July 01, 2009
ETF Advisor: Cr?me de la Cr?me--The Best-Performing ETFs for the Long RunQuick, what do these three exchange-traded funds--Consumer Staples Select Sector SPDR, iShares Dow Jones U.S. Energy Sector, and Vanguard Consumer Staples--have in common? They are the...
July 01, 2009
Van Eck Debuts Brazil Small-Cap ETFVan Eck Global has introduced the Market Vectors Brazil Small-Cap ETF (BRF), the first U.S.-listed ETF to focus on Brazilian small-cap stocks. BRF and its underlying...
July 01, 2009
Grail Launches Active ETFActively managed ETFs have yet to gain the same type of traction as index-based ETFs but that hasn't stopped product providers from launching new funds. The...
July 01, 2009
Changing Shades of BlueAs of December 31, 2008, the top five holdings in Massachusetts Investors Trust, which this year celebrates the 85th anniversary of its founding, were the...
July 01, 2009
Morningstar Investment Conference '09: Experts Discuss the Fund Industry's Ups, Downs and Future(Chicago) "Corporate bonds have the stock guys salivating," according to Morningstar's Russel Kinnel, while attending the 2009 Morningstar Investment Conference (held May 27-29 in...
July 01, 2009
Taking the Really Long View (Longer Version)When Rob Manning goes to work every day, he's got big shoes to fill, since he oversees the first mutual fund, Massachusetts Investors Trust, which...