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.
Catching up with... Jeffrey Mortimer
By Kate McBrideHow can advisors justify why it makes sense--and cents--for investors to work with them? One concrete way to show clients how you add value can...
April 01, 2007
Three Big Players Stay Strong in 2006-2007The industry's players continue to dominate the charts, with increasing assets and net flows both in 2006 and early 2007. To stay on top, American Funds...
March 28, 2007
S&P Picks Best-Managed Mutual FundsThere are more than 6,000 mutual funds, but, hey, how many can you name? Chances are the ones you know are offered by giants such...
March 26, 2007
A Tax-Free Approach to InvestingFor tax-exempt income, consider muni bond funds. Standard & Poor's advocates diversity, especially in terms of asset class. To that end, we recommend a portfolio of...
March 21, 2007
Genworth Adds To Buyback FundA large financial services company says it has set aside more cash for investing in its own shares.Genworth Financial Inc., Richmond, Va., says its board ...
March 20, 2007
Schwab Taps Dunham FundsDunham & Associates Investment Counsel, Inc. has announced that its family of asset class mutual funds with performance-based sub-adviser compensation has been added to the Schwab Mutual Fund OneSourc
March 18, 2007
Battle Raging OverInsurance companies are fighting a proposed Department of Labor regulation under which they would lose the ability to have annuities and guaranteed investment contracts used ...
March 18, 2007
Battle Raging OverInsurance companies are fighting a proposed Department of Labor regulation under which they would lose the ability to have annuities and guaranteed investment contracts used ...