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.
12b-1 Headed for an Overhaul
By Melanie WaddellEight months after holding a roundtable discussion on its Rule 12b-1, the SEC is planning a "complete overhaul" of the rule, according to SEC Chairman...
March 27, 2008
Targeting the DateVan Kampen Retirement Strategy Trust, a unit of Van Kampen Investments, has added a suite of 10 target date retirement funds to its roster.
March 24, 2008
Old Mutual Backs Golf TournamentA large multinational insurer hopes to reach U.S. annuity buyers through the golf course.Old Mutual US, Atlanta, an arm of Old Mutual P.L.C., London, is ...
March 20, 2008
India InvestingAdvisors who like to use ETFs or mutual funds for client portfolios' foreign-country exposure may want to look into two new India investment offerings: one...
March 16, 2008
Nationwide Mutual Makes Offer For Public AffiliateNationwide Mutual Insurance Company, Columbus, Ohio, a multiline insurer, announced an offer to reacquire all of the stock of a financial services affiliate that has ...
March 11, 2008
Medical Mutual Taps HylandA Midwestern health insurer has picked a document management software vendor.Antares Management Solutions, Westlake, Ohio, the technology services support arm of Medical Mutual of Ohio, ...
March 10, 2008
The Hartford Launches Global FundThe Hartford launched Hartford Global Equity Fund (HLEAX), a mutual fund classified as a Global Multi-Cap Core fund by Lipper, on March 1.
March 09, 2008
It's Time For New Thinking On Asset Allocation For RetireesThere is a widely held view among financial advisors that seems sub-optimal. This is the idea that retirees' asset allocations should become increasingly conservative as ...