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.
Changes
By Staff WriterThe SEC announced that Charles Fishkin, who helped create the Commission's Office of Risk Assessment under then-Chairman Bill Donaldson in 2004, will leave the Commission...
January 01, 2007
Risks & RewardsWhen you look back over decades of market performance it is clear that market forces have long been connected with other world events. Whether we're...
December 31, 2006
What determines renewal rates?Regulatory financial requirements mean most of the money in a carrier's investment portfolio is in bonds with very little stuck in stocks, real estate or other investments. But a carrier can alter the quality and average maturity of its bond
December 28, 2006
Fidelity to Pay $42 Million to Mutual FundsIn response to the scandal over favors given to some Fidelity mutual fund equity traders and supervisors by certain broker/dealers from 2002 to 2004, Fidelity chairman Ned Johnson apologized to shareholders, customers, clients and employees, and said Dec. 21 that the company would pay $42 million plus interest to its...
December 13, 2006
A New Way to Beat the Market?To beat the market, mutual fund managers often ramp up risk, making outsize bets on stocks they expect to outperform. Now some quant jocks say they've hit upon a less risky approach: A strategy called 120/20, which, ironically, combines two risky strategies, leverage and short sales.
December 07, 2006
New Mutual Funds Observe Islamic LawDeutsche Bank has launched five mutual funds that comply with traditional Islamic law, or Shari'a, in response to what it said was a growing demand for Islamic investment products. Marketed as DWS Noor Islamic Funds, Deutsche Bank says they are the first to be Shari`a compliant and excludes investments in...
December 01, 2006
SRI Information ResourcesSSRN-CorpPhilanthropy.pdfUse the links below for more detailed information on socially responsible investing and other topics mentioned in this month's cover story. The U.N. Principles for...
December 01, 2006
Sweet, Not Sour, Returns For InvestorsChinese stocks are red-hot--the MSCI China Index has soared 40.3% year-to-date through October. By comparison, the MSCI Euro Index is up a pedestrian 22.7%, while...