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.
Lower Prices at Vanguard for Larger Clients
By Staff WriterFor investors who have $100,000 to $1 million-plus at Vanguard, the news is good: reduced costs for brokerage and planning, broader services, and for the highest bracket, access to some mutual funds that had been closed. For advisors, perhaps this is yet another layer of competition for customers and assets.
September 01, 2007
Some More TIPSAmong those clients who may be particularly interested in this type of strategy are: Existing or prospective municipal bond owners at risk of losing...
September 01, 2007
Diversifying by Vintage YearAnother important source of diversification in private equity is by vintage year. The private equity market is built around single-use, closed-end funds; so the capital...
September 01, 2007
About the managerNicholas Kaiser is director, president, and equity portfolio manager of Saturna Capital, which is the investment advisor to Amana Growth and Amana Income Funds, in...
September 01, 2007
Positve New Inflows Return to JanusAs of the second quarter, Janus Capital Group's total assets under management stand at $190.6 billion, an increase of 8.2 percent compared with $176.2 billion...
September 01, 2007
Summit Adds to Growth RecipeSummit Mutual Funds says the marketing efforts it's extended to the advisor community over the past two years are paying off. Net inflows in the...
September 01, 2007
Alger Tells China Story, Closes Some FundsWhile recalls on some goods made in China have been grabbing headlines, certain mutual funds that focus on China remain untainted by the scandals. The...
September 01, 2007
HighMark's Goerz: Return to NormalcyThe chief investment officer of HighMark Capital Management, David Goerz, says the investment group's views are generally not swayed by the recent volatility. "It has...