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.
Kehrer: Bank Fund Sales Rise
By Staff WriterBank 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 ...
June 01, 2007
Valuable Franchise, Reasonably PricedLarge-cap value managers typically invest in companies which are industry leaders with solid business models, sustainable cash flow, conservative balance sheets, pay regular dividends, and...
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...