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.
Fidelity Launches Three Advisors Funds
By Janet LevauxFidelity Investments has introduced three new Fidelity Advisor Funds: Fidelity Advisor Global Balanced Fund, Fidelity Advisor Worldwide Fund and Fidelity Advisor Convertible Securities Fund. According...
April 01, 2009
Clark at Large: Timing Is EverythingI don't usually write about mutual funds. My now ex-wife was/is a partner at Thornburg Funds, and it didn't seem fair to expect people to...
March 26, 2009
FRC: Fund Assets ShrinkU.S. stock and bond mutual funds lost $18 billion more in assets in February than they attracted.
March 25, 2009
Long-Term Bond ETF LaunchedThe SPDR Barclays Capital Long Term Credit Bond ETF (LWC) has just been introduced by State Street Global Advisors; LWC provides market exposure to long-term (10-plus years) investment grade bonds.
March 23, 2009
Hennessy Completes Tamarack Purchase (March 23, 2009)Hennessy Advisors, Inc. has acquired the assets related to the management of the Tamarack Large Cap Growth Fund and the Tamarack Value Fund, which have close to $160 million in assets.
March 19, 2009
New Rules for Money Market FundsThe Board of Governors of the Investment Company Institute endorsed March 17 recommendations from the Money Market Working Group to require new regulatory and oversight...
March 19, 2009
Who's responsible for mutual fund overcharges?A case before the Supreme Court will determine if investors can blame a mutual fund's advisors for charging too much for fees, or if it's...