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.
New Vehicles Target Munis and Luxury Goods
By Kara P. StapletonWhile August is often thought of as a month of lazy vacations, this year it's seen the the introduction of some unique ETFs. Claymore Securities,...
August 08, 2007
Study: Annuities Beat Mutual Funds For Retirement IncomeIndividuals who use lifetime income annuities can fund a secure retirement with lump sums that are about 25% to 40% smaller than they would need ...
August 08, 2007
Study: Annuities Beat Mutual Funds For Retirement IncomeIndividuals who use lifetime income annuities can fund a secure retirement with lump sums that are about 25% to 40% smaller than they would need ...
August 01, 2007
Small-Cap Value Still Chugging AlongWhile small-cap stocks have generally underperformed large-caps in recent years, small-cap value has kept pace with its larger-cap value peers. The average small-cap value portfolio...
August 01, 2007
Coming Home to RoostProblems in the subprime fixed-income market played perhaps a larger-than-expected role in presentations and discussions among the experts at Morningstar's annual Investment Conference, this year...
August 01, 2007
SSgA Adds Bond FundsState Street Global Advisors (SSgA) recently launched five fixed-income ETFs based upon one Barclays and four Lehman bond indices; investors may cheer the offerings' lower-than-average...
August 01, 2007
Experience and FlexibilityExperience: accept no substitute. In a world where the phantom valuations and effervescent ratings of mortgage-backed securities seem to be overshadowing all of the markets,...