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.
Not Alone
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniAMR Corp.'s decision to sell its money management arm, American Beacon Advisors Inc., to a private equity consortium--a deal that was announced in April 2008--bodes...
September 21, 2008
Nurturing Clients In Turbulent TimesTimes of financial downturns and tottering financial titans are times when advisors need to maintain a reassuring manner without seeming blas?, experts advise.The principle was ...
September 21, 2008
Nurturing Clients In Turbulent TimesTimes of financial downturns and tottering financial titans are times when advisors need to maintain a reassuring manner without seeming blas?, experts advise.The principle was ...
September 19, 2008
Massive Federal Bailout on the WayIn a bid to stem the mammoth financial crisis the U.S. is now facing, top members of the Treasury Department and Federal Reserve are hammering out with Congress a plan to create a government agency that would buy distressed mortgages from banks and other financial institutions at discount prices.
September 17, 2008
Original Money Market Fund Breaks the BuckThe Reserve family of funds, which originated the money market fund concept with what is now called The Primary Fund and has some $120 billion under management, announced September 16 that The Primary Fund has broken the buck, putting the NAV at $0.97 as of 3:00 PM on September 16....
September 16, 2008
An Alternative to Target Date Funds and VAsStructured Investment Management (SIM) Inc., has launched a new mutual fund, the S&P 500 Capital Appreciation Fund, that it says overcomes the poor performance of...
September 16, 2008
Number of ETFs Exceeds 700; Six New PowerShares Global ETFsState Street reported that as of August 31, there were 710 exchange traded funds available in the U.S. offered by 24 ETF managers; two new individual ETFs were launched in August, State Street reported, and one new manager joined the fray. ETF industry assets grew $4.7 billion in August to...
September 15, 2008
How the Wall St. Earthquake Will Affect ClientsHow are advisors reacting to the latest news of the changing landscape on Wall Street, with the bankruptcy of Lehman Brothers and the acquisition of Merrill Lynch by Bank of America? For one thing, they're putting it into the context of the broader credit and housing crisis that has affected...