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.
$1 Trillion Lost in Retirement Accounts in Third Quarter
By James J. GreenTotal retirement assets at quarter's end was $15.9 trillion, says ICI
February 19, 2009
Reverse mortgages for income? The jury is still splitSupporters of reverse mortgages say the product provide a simple way for older Americans to tap needed funds for retirement income purposes. But two advisors are less enthusiastic about the product.
February 18, 2009
Chamber of Commerce Says SEC Revamps Will Create More Efficient MarketsReport notes need for expedited exemptive orders; cites management and organizational shortcomings
February 18, 2009
Ask the expert: reallocation and the variable annuity fixed accountWhy do variable annuity companies limit the amounts that policyowners can reallocate funds to and from the guaranteed fixed interest account in their VAs? This article answers that question.
February 17, 2009
High-Yield Municipal Bond Investing Comes to ETFsVan Eck adds a high-yield muni to its ETF offerings
February 17, 2009
Mutual Fund Assets Decline WorldwideIn case you didn't know it already by looking at your clients', or your own, portfolios, 2008 was one of the worst years ever for stock markets around the world. And as the stock markets go, so for the most part do mutual funds.
February 17, 2009
Ask the expert: reallocation and the variable annuity fixed accountWhy do variable annuity companies limit the amounts that policyowners can reallocate funds to and from the guaranteed fixed interest account in their VAs? This article answers that question.
February 05, 2009
Proposed bill would force hedge fund transparencySenators Chuck Grassley, R-Iowa, and Carl Levin, D-Mich., have introduced a bill that could require private funds with $50 million or more in assets to...