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.
Staying Balanced
By Bob KeaneThe germ of the socially responsible investing (SRI) movement sprouted from a letter that Luther Tyson and Jack Corbett, who worked on peace, housing, and...
April 25, 2005
Money Market Managers Predict Higher RatesNU Online News Service, April 25, 2005, 10:25 a.m. EDTPortfolio managers of rated money market funds predict the Fed Funds rate will continue to ...
April 13, 2005
Giving Reps What They NeedHow broker-dealers can help with mutual fund salesby Mark PetersonBefore 2004, investors were looking for the proverbial suitable mutual fundone with double-digit returns, low expenses ...
April 13, 2005
Are Your Clients Ready To Take A World View?Are Your Clients Ready To Take A World View? Advisors need to temper enthusiasm with a systematic approachBy Jim ConnollyAdvisors confidently can tell clients who ...
April 04, 2005
NASD Fines 3 Firms For Rule BreachesThe National Association of Securities Dealers Inc. has fined 3 securities firms for market-timing transactions and other violations.ING Funds Distributor L.L.C., First Allied Securities ...
April 01, 2005
Going Hybrid, Gaining FlexibilityFlexible hybrid funds are a special class of balanced funds that have the leeway to invest in a range of securities, including commodities, real estate,...
March 30, 2005
Fund Mergers Still Ran Strong in 2004March 30, 2005 -- With big name mergers and acquisitions making headlines recently, mutual funds aren't escaping the trend either. In fact, JP Morgan recently...
March 23, 2005
New Jersey Officials Charge Three with Market TimingThree former traders in the Fort Lee, N.J., office of Merrill Lynch Pierce Fenner & Smith Inc. have had their securities trading registration revoked by the New Jersey Bureau of Securities and also face allegations of market timing from the New Jersey Attorney General's office in connection with trades they...