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.
Mutual fund popularity among senior citizens
By staff Writer33%: Percentage of U.S. households headed by someone 65 or older who own mutual funds. 15%: Percentage of households owning mutual funds that are headed by someone 65 of older; 21 percent of all U.S. households are headed by someone 65 or
January 01, 2009
MFS Investment Panel Shares 'Opportunities'In early December, MFS Investment Management pulled together several of its top experts to share year-end thoughts on the markets and trends affecting them. Erik...
January 01, 2009
Fixed Income RulesMany funds, fund categories and stock- market indexes have dropped by about 40 percent through December 4, 2008, according to Lipper. The Dow Jones, for...
January 01, 2009
New Tool Examines Target-Date FundsAccording to the Investment Company Institute, lifecycle funds or target-date funds (TDFs) have continued to grow. The funds managed $185 billion at the end of...
January 01, 2009
SEC Requires 'Concise' InfoThe Securities and Exchange Commission has voted unanimously to require fund companies "to provide investors with a concise summary -- in plain English -- of...
January 01, 2009
Focus on FinancialsNo doubt about it: 2008 was a bad year for financial services stocks. The S&P 500 financial services index registered a 60% downturn through December...
January 01, 2009
Compassion FatigueI don't watch much TV these days, but one of my favorite shows is "Scrubs," perhaps partly because of its hospital setting, in my opinion,...
December 22, 2008
Big Outflows From Stock Mutual Funds in October; Lower Risk ToleranceSeveral recent studies by the Investment Company Institute show that the volatility of the markets is affecting investor behavior significantly