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.
Barclays Global Declares Estimated Year-End Distributions
By Staff WriterETF investors will have something millions of mutual fund investors won't have for 2008: lower tax liabilities. According to early reports, ETF tax gain numbers are...
November 25, 2008
EBSA Adds Guidance, Updates FormThe Employee Benefits Security Administration today answered questions about benefit plan fiduciary bonding and unveiled the 2008 Form 5500.EBSA, an arm of the U.S. Labor ...
November 20, 2008
SEC Okays Summary ProspectusThe Securities and Exchange Commission has put off until December 3 a vote on adopting rules that would curtail conflicts of interest among credit ratings agencies.
November 20, 2008
A Target-Date Fund TwistAn asset allocation strategy that's founded upon the traditional principles of pension investing and a multi-manager investment approach for a broad range of investment options
November 19, 2008
More failings from the PBGC brain trustI point to an excellent, and extremely scary, post (as if we needed more) at The Baseline Scenario blog. James Kwak updates us as to...
November 18, 2008
Putnam to Merge Six Equity Funds and Lay Off 47Bob Reynolds, the former Fidelity executive, has taken additional steps to make his mark upon Putnam Investments
November 14, 2008
Reserve Fund Makes Partial DistributionThe Reserve said it is distributing $4.5 billion to shareholders of its U.S. Government Fund money market fund
November 12, 2008
Vanguard Merges Two Bond FundsVanguard is planning to merge the $3.2 billion Vanguard Insured Long-Term Tax-Exempt Fund into the $2.8 billion Vanguard Long-Term Tax-Exempt Fund on December 12, 2008.