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.
Municipal Bond Backers Should Weather Katrina
By Steve TuckeyMunicipal bond insurers should be able to make good on their promises to back debt issued by state and local agencies in the region ...
September 01, 2005
But Are They a Good Deal?When could it make sense for an advisor to use an asset allocation fund for a client? Perhaps when advisors want to achieve lower risk through...
September 01, 2005
About The ManagerFinancial sector funds have been David H. Ellison's focus for more than two decades. He spent 13 years at Fidelity Investments, developing his investment philosophy...
September 01, 2005
Primed for IncomeWhen the bull market was peaking in the late 1990s, new issues of closed-end funds virtually dried up. According to Thomas J. Herzfeld Advisors, a...
September 01, 2005
Bank on ItJust in time for the back-to-school season, here is a fund that takes a disciplined approach to investing. The manager stresses good old balance sheet...
August 31, 2005
EggpullquoteEggPullquoteSocially responsible investor funds are glowing from both keen consumer interest and returns that are often competitive with other mutual funds. ...
August 18, 2005
Fidelity Makes Changes to Certain Bond and Money Market FundsEffective September 1, the minimum initial investment requirement for the U.S Bond Index Fund will be reduced to $10,000 from $100,000. In addition, the fund's...