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.
Copycats Eye Variable Annuity Features
By Norse N. BlazzardIt is arguable that the most popular features to be added to variable annuities in recent years are guaranteed minimum withdrawal benefits.
May 09, 2005
Cerulli: Fund Ta Changes May Attract Latin American CashU.S. mutual funds may be heading south to look for new sources of assets.[@@]The recent elimination of the 30% withholding on U.S. mutual fund ...
May 04, 2005
Closing Set for Julius Baer International Equity FundMay 2, 2005 -- The Julius Baer International Equity Fund/A (BJBIX), which has topped its peers over the short and the long run, will close...
May 04, 2005
Hewitt Sees Small Improvement In 401(k) ParticipationModest improvements in 401(k) participation, diversification foundEmployers' efforts to boost participation in 401(k) plans apparently have had only modest success, a new study by ...
May 02, 2005
TIPS for Fighting InflationTreasury Inflation-Protected Securities can help fixed-income investors ward off the effects of inflation.
May 01, 2005
The Case for Mid-Cap GrowthMid-cap growth stocks tend to provide higher growth rates and lower valuations than larger-cap equities, while enjoying less volatility and more liquidity than their smaller-cap...
May 01, 2005
Fidelity's Separate Account InvestmentMany independent broker/dealers, banks, and credit unions provide fee-based services for reps through third-party separate and mutual fund wrap providers such as Morningstar, Lockwood, AdvisorPort,...