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.
ICI Supporting New Labor Dept. Plans
By Janet LevauxThe Investment Company Institute has commended the Department of Labor for its comprehensive approach to disclosure for 401(k) plans, including proposed rules that will help...
May 01, 2008
A Healthy Portfolio?Healthcare has traditionally been thought of as a defensive sector, since even when economic conditions get bad, people will still take care of their health. However,...
May 01, 2008
Funds Weaken with Markets; Bonds Gain Inflows in '08It's been a tough three months for mutual funds. "Wild market swings throughout first quarter 2008 played on investors' psyches, and as a result, equity mutual...
May 01, 2008
Vanguard to Launch Global Stock FundVanguard, which had net inflows of nearly $16 billion in January and February 2008, filed a registration statement with the Securities and Exchange Commission in...
May 01, 2008
Making Volatility a Retiree's FriendJ. Michael Martin's goal for his clients, about 80% of whom are retirees or those getting ready to retire, is not to have a negative...
May 01, 2008
State Street Adds Global TIPS ETFFighting the ravages of inflation just got easier. In mid-March, State Street Global Advisors (SSgA) launched the SPDR DB International Government Inflation-Protected Bond ETF (WIP) on...
May 01, 2008
No Mimicry HereIt's times like these when clients may ask advisors all kinds of questions; they may ask what kinds of investments have the potential to do...
April 25, 2008
Fund Inflows DeclineMutual funds took in $25 billion more assets than they lost in March, down from $36 billion in net inflow in March 2006.Domestic stock funds ...