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.
Mercer Report: Growth Funds Outdo Value
By Melanie WaddellFirst quarter also shows losses in all equity markets
May 18, 2009
Fund Finds Berkshire a BargainLongleaf Partners Fund (LLPFX), for the first time in its history, has added a 4.5% stake in Berkshire Hathaway.
May 18, 2009
Study Confirms Need for College Savings, Role of 529 PlansThe American dream of college is alive and well - but could slip beyond the reach of many families, according to the results of a recent nationwide survey released by New York-based OppenheimerFunds.
May 13, 2009
Record Number of CFA CandidatesDespite the global economic downturn, a record number - 128,600 individuals from 154 countries - of serious investment professionals have enrolled for the June 2009...
May 13, 2009
Plan Members Keep CoolFew 401(k) plan participants stopped making contributions in 2008, and the average participation contribution rate was higher in 2008 than in 2007.
May 11, 2009
Choosing a New CustodianIt's been eight months since I began the task of selecting a new custodian. I now have three months under my belt with the new...
May 07, 2009
Boomers - Beware stimulus bondsWith municipal bonds receiving the lion's share of investors' attention of late, boomer clients might think infrastructure investments are the way to go. But the...
May 06, 2009
Investors pour billions back into mutual fundsLong-term mutual funds saw the biggest net inflows in April since February 2007. According to estimates released Wednesday by Strategic Insight, investors put nearly $20...