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.
RIAs Are Fastest Growing Distribution Channel
By Melanie WaddellNew research by Cerulli Associates says that the fastest growing advisor channels are the ones with the most independence, registered investment advisors (RIAs). The biggest...
August 10, 2007
Brighter Times for Turkey?Turkey's stocks are appreciating at a rapid clip. Straddling Europe and Asia, Turkey teeters between Western secular democracy and ancient traditional culture. But this vast nation of 73 million has a modern, robust economy and may one day join the European Union.
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...