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.
Morningstar Expands Mutual Fund Categories; Adds Asset Class
By James J. GreenMorningstar has added global real estate and currency to its list of mutual fund categories, and added "alternatives" to its list of broad asset classes,...
August 11, 2008
Matthews to Re-Open Two Regional Asia FundsThe Matthews Asian Funds said it will re-open two of its no-load mutual funds to new investors on September 2.
August 11, 2008
Hedge Fund Pioneer Jack Nash DeadJack Nash, the refugee from Nazi Germany who helped change the mutual fund industry in his career at Oppenheimer & Co., then started the hedge fund business with partner Leon Levy by founding Odyssey Partners, the first hedge fund, in 1982, died July 30 in New York at the age...
August 11, 2008
ETF Assets Feel Market PinchThe weak stock market has affected the exchange traded fund universe, with total assets in ETFs falling $33 billion, or 5.4%, since the beginning of...
August 05, 2008
Shortchanging the long-termLong-short funds may be a nice addition to a healthy long-term investment strategy, according to Marta Norton of Morningstar. "Research has shown that adding hedge-fund-like...
August 03, 2008
Mutual Of Omaha Acquires 2 Failed BanksMutual of Omaha's banking unit on July 25 acquired the deposits and some assets of a failed bank holding company based in Arizona which had ...
August 03, 2008
Mutual Of Omaha Acquires 2 Failed BanksMutual of Omaha's banking unit on July 25 acquired the deposits and some assets of a failed bank holding company based in Arizona which had ...
August 01, 2008
U.S. Equities Get a Thumbs-Down, as Money Market and Overseas Funds Get Thumbs-UpThe first half of 2008 has hit the world's developed markets (United States, Japan and Western Europe) hard, with more than $100 billion in outflows,...