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.
Still at the Top
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniJim Moffett, lead manager of the UMB Scout International Fund, was as new to international equity markets as the firm was when it launched the...
September 01, 2008
Target-Date Funds Highlighted in Recent Putnam 401(k) SurveyA study of more than 150 advisors who focus on the retirement marketplace has revealed the key criteria in the selection of qualified default investment...
September 01, 2008
Q2 Outcome Encouraging to T. Rowe Price GroupT. Rowe Price Group says it had second-quarter revenues of nearly $587 million on net income of $162 million vs. sales of $551 million in...
September 01, 2008
The Quiet, but Growing CustodianWhen most rias think of their custodial options, their choices seem limited to the big four: Schwab Institutional, Fidelity Institutional Wealth Services, TD Ameritrade, and...
September 01, 2008
Experts Debate: Boom or Doom?U.S. Global Investors, the San Antonio-based fund shop that boasts a chart-topping performance with its gold/precious-metals fund and its global-resources fund (among others), recently hosted...
September 01, 2008
Major Firms Add to International OfferingsVanguard has introduced the Vanguard Total World Stock Index Fund, which aims to track the investment performance of the FTSE All-World Index, a benchmark of...
August 25, 2008
Investors Fled Many Funds In JulyMutual funds saw net outflows totaling $3.9 billion in July, reports the Financial Research Corp., Boston.That was a sharp turnaround from net inflows of $27.9 ...