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.
Russell to Restock Global Indexes
By James J. GreenRussell Investment Group released on June 12 those companies that will join or leave the Russell 3000 Index when that index of the broad market is reconstituted on June 22. The full list is available on Russell's Web site.
June 01, 2007
About the ManagerCo-portfolio manager E. Tucker Scott, executive VP of Templeton Investment Counsel, the sub-advisor to the fund, is based in Geneva. Scott is responsible for the...
June 01, 2007
Study Shows Couples Split on Future Income, AdviceCall it "agreeing to disagree." Research conducted by Fidelity Investments has found that married couples with investable assets of $100,000 and up, or household income of...
June 01, 2007
Fidelity Stages New Ad PushThere's no "talk to Chuck"-type message in Fidelity's latest branding campaign. Rather, the unspoken message is, "Talk to each other." "We've always known that talking about...
June 01, 2007
Bond iShares Get CompetitiveOver the past several years Barclays Global Investors (BGI) has been the lone provider of U.S.-listed bond ETFs, but now they've got company. In April, the...
June 01, 2007
Vanguard Moves to Simply, Drop ChargesIt's spring-cleaning time for fees at Vanguard. This month, the fund giant will charge clients a flat $20 yearly fee on accounts with balances under...
June 01, 2007
First Among EqualsThere has been a great deal of discussion lately about the importance of a higher allocation to international securities. A larger participation in international assets...