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.
Opening Day
By Kate McBrideHere's an experience lots of advisors can identify with: for an allocation to small cap, they find a small-cap fund that consistently outperforms in both...
April 30, 2007
T. Rowe Names Cynthia Egan to Head Retirement UnitT. Rowe Price Group announced that effective May 14, Cynthia Egan will become president of T. Rowe Price Retirement Plan Services, which provide defined contribution plan services to more than 2,900 plans and 1.5 million participants.
April 25, 2007
Mortgage Funds Dodging Subprime BulletAccording to the Mortgage Bankers Assn., an industry trade group, delinquencies in mortgages of all types rose to about 5% in the fourth quarter of 2006, the highest level of late payments since the second quarter of 2003. Actual foreclosures edged up to 1.2%. In the subprime segment of the...
April 18, 2007
Tax Holiday Over for Fund ShareholdersA study from Lipper released April 17 says that buy-and-hold shareholders paid $23.8 billion in taxes on a record high $418.5 billion in distributions in 2006; that's a big bite out of total returns.
April 17, 2007
Plan Company Adds Money ManagerNationwide Financial Services Inc. has added the Brinker Capital Inc. managed account program to its menu of options for retirement plan sponsors.Nationwide Financial, Columbus, Ohio, ...
April 09, 2007
Streak StymiedAn 18-quarter run of double-digit earnings growth came to an end in the fourth quarter of 2006, thanks to tough year-over-year comparisons in energy, information...
April 09, 2007
Unifi Unit To Cover LASIK ProceduresAmeritas Group is adding a dental plan option that will pay for laser in-situ keratomileusis procedures.Ameritas, Lincoln, Neb., a unit of UNIFI Mutual Holding Company, ...
April 03, 2007
Green Funds May Be Less Than Meets the EyeGreen investing isn't such a lonely pursuit anymore. Unfortunately for investors, mainstream enthusiasm for green companies doesn't always translate into the green that lines wallets. But green is a term that's open to interpretation.