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.
Rarefied Air for Stocks
By Staff WriterThe stock market had another good showing last week with the Dow Jones industrial average making new all-time highs and the S&P 500 posting recovery highs. Bond yields spiked higher for the second straight week while crude oil tested the recent lows in the $57 per barrel area.
October 01, 2006
401(k) Accounts See Further GrowthThe average account balance for U.S. workers consistently maintaining 401(k) accounts from 1999 through 2005 increased 50 percent -- to over $102,000 from about $67,800...
October 01, 2006
Remember To Pay The MortgageMortgage-backed securi-ties, a somewhat overlooked, though very large, section of the fixed-income universe, are becoming more attractive to investors in light of a softening housing...
October 01, 2006
ETFs for 401(k)s Are OKNow that the Pension Protection Act has become law, plan sponsors should refrain from using money market and stable value funds as default options in...
October 01, 2006
DFA Enjoying ExpansionIn the first six months of 2006, Dimensional Fund Advisors had nearly $6.4 billion in net inflows, up from close to $5.6 billion in the...
October 01, 2006
Asset Allocation ReportTo learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here. Behind the Numbers, with Gary Shilling "I think...
October 01, 2006
Core DiversificationAdvisors use many techniques to make clients' portfolios geographically and industrially diverse, from including international funds along with U.S. mutual funds, to selecting a group...
October 01, 2006
Bull and Bear ETFsFinancial advisors often have to field clients' questions on whether it's a bull or bear market and, in either event, whether they should be buying...