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.
Principled Performance
By Kate McBrideHave you looked at clients' allocations to the financial sector lately? As the equity and bond markets digest years of mortgage and structured securities-related exuberance,...
September 01, 2007
U.S. Nest Egg: $16.4 TrillionThe Investment Company Institute, the mutual fund trade group, says savings and market gains have helped push U.S. retirement savings to $16.4 trillion as of...
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...