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.
Balanced Contrarian
By Kate McBrideWhen it comes to investing during turbulent times, it can be very difficult to justify to clients that staying with an asset mix that works...
November 01, 2007
Cutting the Tax Man's TakeIf you're looking for ways to boost your client's investment performance, the key may reside in how well you use ETFs to reduce the bite...
November 01, 2007
Fiduciary FundsThree years ago, Morningstar introduced what it calls its Stewardship Grades. Three years later, it is revising its ranking methodology. Explains Laura Lutton, a Morningstar analyst...
October 23, 2007
Putin to Remain Front and Center in RussiaRussia has enjoyed unprecedented economic growth over the seven years of Putin's reign, due largely to surging oil and gas export revenues. At any rate, the commodity price surge jump-started the economy--as well as the government to repay its international debts--leaving the ruble devaluation, debt default, and financial crises of...
October 23, 2007
QDIA Rule Allows VAs, Excludes Stable-Value FundsThe U.S. Labor Department has decided to include variable annuities on the basic list of 401(k) plan qualified default investment alternatives but to shut out ...
October 16, 2007
Environmentally Sustainable InvestmentsAdvisors and their clients who want to invest in environmentally sustainable assets have two new choices with the launch of Sustainable Asset Management's (SAM) Sustainable Water Fund and Sustainable Climate Fund.
October 16, 2007
Barclays Launches Single-State Muni ETFsBarclays Global Investors has announced the rollout of California and New York state-specific municipal bond ETFs, which are listed on the American Stock Exchange and began trading on October 5. New York and California are two states with high state income taxes and many high-income residents, which my make these...
October 16, 2007
Calvert Foundation Divests From SudanThe Calvert Foundation has voted with its feet by divesting its Calvert Giving Fund, the donor-advised fund administered by the foundation, of all "companies affiliated with the Sudanese government," the foundation announced October 11.