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.
Persistent Savings Yield 401(k) Growth: Report
By Staff WriterDespite the arrival of a severe bear market in the period, the average account balance among American workers who consistently held 401(k) accounts from 1999 ...
August 07, 2006
New LODH Fund Seeks Latin OpportunitiesLombard Odier Darier Hentsch Group in June launched a new long/short fund focused on Latin America, and announced Monday that assets have grown to $50 million.
August 04, 2006
Munder Managers and Partners Buy FirmLed by senior management and portfolio managers, Birmingham, Michigan-based Munder Capital Management will team up with Crestview Partners, L.P., and Grail Partners, LLC, to pay Comerica $302 million plus Munder's stake in World Asset Management, for Comerica's 90% interest in Munder Capital Management.
August 01, 2006
Communications RulesTop advisors communicate regularly and meaningfully with their top clients. Here are some suggested rules for making those communications effective, as found in "The Ubiquitous Paradigms...
August 01, 2006
Health Care Funds Tired and SluggishThe health care sector encompasses a broad and diverse group of companies--from high-risk, fast-growth biotech stocks to solid, blue-chip drugmakers, long the darling of conservative...
August 01, 2006
Two PowerShares Funds Earn High GradesA few years back, PowerShares made the gusty proclamation that it had the formula for beating key stock benchmark indices. Now, two of the company's...
August 01, 2006
Consolidation for Some, Growth for T. Rowe PriceDuring and after the Morningstar confab, several of the largest mutual fund companies made major announcements about their operations. Baltimore-based Legg Mason, which acquired the former...
August 01, 2006
Discipline, Dividends, DiversificationNot so long ago, investing in stocks that paid dividends was decidedly uninteresting. Investors clamored for companies in which smart CEOs plowed cash back into...