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.
Emerging Market Funds Lead Lipper Pack
By Janet LevauxFunds with a focus on China, Brazil, Latin America and India demonstrated consistently strong chart-topping performance through November 29, 2007, reports Lipper. And fund flows...
January 01, 2008
Disclosures Should Be Online, Easy To ReadThe Securities and Exchange Commission has voted to propose improvements in mutual fund disclosure. The proposed rules would require that all mutual fund investors receive...
January 01, 2008
Direct Fund Purchases Cost More, Research ShowsFidelity's National Financial has issued a series of conclusions on how firms can improve the efficiency of their mutual fund operations. The report is based...
January 01, 2008
Boards Boost Oversight, Study SaysIn the past 10 years, fund boards have steadily augmented their oversight role on behalf of shareholders without any regulatory mandate to do so, reports...
January 01, 2008
Which QDIA Is Best?If you ask industry consultants what kind of effect qualified default investment alternatives (QDIAs) will have on the investment advisory industry and retiring boomers, they'll...
January 01, 2008
Global Growth On Track, Manager SaysU.S. Global Investors' East European Fund (EUROX) is among the industry leaders when it comes to five-year annualized returns, according to Lipper, which notes that...
January 01, 2008
Shining a Light on SoftwareOver the past 20+ years of advising clients, I have used a number of different software packages to select and monitor clients' investments. With the...
January 01, 2008
Part of the SolutionAs Mark Hurley wrote over a decade ago, compared to other professions, independent advisors are woefully underserved by their traditional industry vendors. Consequently, independents have...