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.
Report: Putnam Tab May Reach $100 Million
By Jim ConnollyA consultant working for regulators says problems in Putnam Investments mutual funds could have cost investors about $100 million between 1997 and 2003.[@@]Regulators hired ...
February 01, 2005
Gold Dominates Materials FundsWhile managers of materials funds may invest in a variety of industries, including steel, glass, paper, and forest products, the volatile gold and metal mining...
February 01, 2005
A Value(s)-Driven YearIf a single word can be used to sum up the year 2004 it has to be value. We were told throughout the months of...
February 01, 2005
Energy by the NumbersWhen it comes to building a portfolio, some mutual fund managers want to see as much independent research as they can. They want to talk...
January 24, 2005
Morningstar Adds Compliance ServiceNU Online News Service, Jan. 24, 2005, 4:50 p.m. ESTA Chicago financial information company is introducing a new data service.[@@]The company, Morningstar Inc., has ...
January 19, 2005
Mutual Fund Assets Surge To Almost $8 TrillionMutual Fund Assets Surge To Almost $8 TrillionByAmericans continued to put their investment dollars into mutual funds last year, increasing the combined assets of long-term ...
January 05, 2005
Targeting Employees Risk Tolerance And AgeThe Rise of Lifecycle Funds Targeting Employees Risk Tolerance And AgeBy Steve TuckeyMany money managers are promoting "lifecycle" and "lifestyle" funds that are supposed to ...
January 04, 2005
High-Quality Bond Funds -- Year-End 2004 ReviewPesky Bonds Survive Against The Tide