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.
A Focus on Fixed Income
By Staff WriterMorningstar kicked off its 2007 Investment Conference June 27 in a new venue, Chicago's McCormick Place, and with a timely keynote speaker, Morningstar's 2006 Fixed...
June 27, 2007
Old Mutual To Launch Ad CampaignThe U.S. arm of a large international financial services company is about to draw more attention to its operations.Old Mutual U.S. Holdings Inc., Boston, a ...
June 25, 2007
SEC Extends XBRL Data Pilot to Mutual FundsA new kind of interactive data is the focus of a pilot program from the SEC that's intended to make it easier for advisors, funds, and data providers to use mutual fund data in tools that compare critical data elements on risk, performance and other key characteristics.
June 22, 2007
Some Utility Stocks Becoming Less Interest Rate SensitiveUntil about 10 years ago, U.S. electric and natural gas utilities have been quintessential "widow and orphan" stocks. Their profitability was highly regulated and, lacking...
June 20, 2007
Revise 12b-1 or Not?The Securities and Exchange Commission was well aware that 12b-1 fees would be used to compensate brokers for providing services to mutual fund shareholders when it created the rule in 1980, according to former SEC officials.
June 19, 2007
New Global Dividends ETFBarclays Global Investors has launched a new ETF based on the Dow Jones EPAC Select Dividend Index of 100 non-U.S. companies that pay high dividends.
June 19, 2007
Wooing Advisors With More Funds and ToolsBear Stearns Broker-Dealer and Investment Advisor Services (BDIAS) is wooing investment advisors and broker/dealers by beefing up the mutual fund selection and fund research tools available through its mutual fund platform, according to a June 18 announcement from the firm.
June 18, 2007
Kehrer: Bank Fund Sales RiseBank mutual funds sales increased to $61 billion in 2006, up from $41 billion in 2005.Researchers at Kehrer-LIMRA, Windsor, Conn., have published those results in ...