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.
Looking Under the Hood
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniThey're one of the most popular investment vehicles for retirement, and yet despite their ever-growing appeal, there is little information in the market about life...
November 07, 2006
Equal Weight ETFs Seek to Reduce Single-Stock RiskThe big risk for investors looking for exposure to the full spectrum of economic sectors the traditional risk has been overexposure to any individual stock. With that in mind, Rydex has announced the launch of a family of nine ETFs based on the S&P Equal Weight Sector Indexes, traded on...
November 03, 2006
Emerging Market Doesn't Equal Small Cap, AnymoreWhen you see 'emerging markets' and 'small cap' in the same sentence do you automatically think it's redundant? While it may have been so once, it's time to revise your thinking. With the largest IPO in history--Industrial & Commercial Bank of China--brought to market in Hong Kong and Shanghai in...
November 01, 2006
Catching up with...Once, if an advisor wanted corporate bonds for a client there were three choices: buying them directly; in a unit trust; or a mutual fund....
November 01, 2006
Blending In NicelyLarge-cap blend funds seek to combine the best of both worlds--growth-oriented stocks which provide high earnings growth, tempered by value-oriented issues which offer the stability...
November 01, 2006
John Hancock Stages New Ad, Brand PushJohn Hancock Financial Services is spending some $30 million this quarter to spread the word to both consumers and advisors that "the future is yours."...
November 01, 2006
Equity Income IngenuityWhat do clients near, or in, retirement say when advisors counsel them about how much they can prudently take out of their portfolio each year...
November 01, 2006
Few Shine as Market StarsAccording to research firm Lipper and parent company Reuters, large-cap and value-oriented funds stand out as market-beating funds in the third quarter of 2006. Large-cap...