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.
Legg Mason After Citigroup Swap: New Distribution Model, Growing Assets
By Janet LevauxBaltimore-based Legg Mason, which struck a deal with Citigroup in 2005 to swap its brokers for Citi's asset-management business, saw its total AUM grow to...
August 31, 2007
Another Fixed Income VehicleIn the current climate of high volatility in the equity markets and possible credit loosening by the Federal Reserve, consider ETFs that focus on municipal bonds.
August 27, 2007
July Fund Intake Reaches Almost $27 BillionMutual funds had net inflows of $26.7 billion in July, up from $2.7 billion in inflows a year earlier, according to the Financial Research Corp., ...
August 23, 2007
FPA Seeks Input on 12b-1 FeesOn August 13 the Financial Planning Association began to poll its members on the issue of mutual fund 12b-1 fees.
August 23, 2007
Final Expense Policy Offers Simplified UnderwritingMutual of Omaha Insurance Company has started selling the Whole Life Express insurance policy.The policy comes with a simplified underwriting system and is available to ...
August 22, 2007
What's Going On With Money Market Funds?Money market funds--something almost everyone takes for granted--are not supposed to be newsworthy. But during the first two weeks of August. Standard & Poor's put...
August 22, 2007
Some Fund Companies Displaying Interactive DataSeveral mutual funds have begun providing risk/return information using interactive data, SEC Chairman Christopher Cox announced August 21. The mutual fund data, which the SEC...
August 17, 2007
RIAs Are Fastest Growing Distribution ChannelNew research by Cerulli Associates says that the fastest growing advisor channels are the ones with the most independence, registered investment advisors (RIAs). The biggest...