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.
Morningstar Unveils Office Management System
By Staff WriterNU Online News Service, June 3, 2004, 12:35 p.m. EDT -- Morningstar Inc., Chicago, has introduced a Web-based office management system for financial advisors. ...
June 01, 2004
Vanguard Reopens Precious Metals Fund, Broadens Mandates for Four Bond FundsMay 27, 2004 -- Vanguard Precious Metals Fund (VGPMX) will reopen to new investors on Friday after being closed for two years, the Vanguard Group...
June 01, 2004
Net New Cash Into Stock Funds Jumped in April: ICIMay 27, 2004 -- Net new cash into stock funds gained handsomely in April, rising $23.3 billion, well above the $16.0 billion they received in...
June 01, 2004
More Than Meets The EyeAppearances can be deceiving, and experts can look at the same data and draw different conclusions. Take Oppenheimer's Real Asset Fund. Its top holdings appear...
June 01, 2004
A Chilling Effect?One of the main arguments against the newfound vigilance of the SEC presented by many smaller RIAs is that the rules are more appropriate for...
June 01, 2004
TOOLS OF THE TRADE-Using the Right LensWhen it comes to providing a successful investment experience for your clients, one piece of advice I learned early on as an advisor is this:...
June 01, 2004
THE GLUCK REPORT- The Right Way To OptimizeIs today's "sophisticated" advisor actually that sophisticated after all? A growing number of academics and leading investment thinkers believe they are not. Some, like Bill Jahnke...
May 27, 2004
FRC: Fund Inflow SlowsNU Online News Service, May 27, 2004, 3:02 p.m. EDT -- The flow of cash into U.S. stock and bond mutual funds slowed in ...