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.
Letter to A Friend
By Staff WriterClient communication is essential, especially when the majority of clients are relying more than ever on planners to make the best (recovery) decisions for their...
August 19, 2002
Heartland Exits Bond BusinessAug. 16, 2002 -- Heartland Advisors Inc., which saw two of its municipal bond funds put into receivership last year following steep portfolio write-downs, is...
August 19, 2002
Bond ETF Investors Should Consider RiskAug. 16, 2002 -- Though the launch of the first fixed-income exchange-traded funds (ETFs) in the U.S. might provide investors with an attractive new option,...
August 13, 2002
American Express Acquires Analytical FirmNU Online News Service, Aug. 13, 10:18 a.m. -- American Express Financial Corp., Minneapolis, a unit of American Express Company, has acquired the assets ...
August 06, 2002
E401k Adds Three PlansNU Online News Service, Aug. 6, 3:18 p.m. -- E401k Inc., Lafayette, Calif., a company that sells Web-based 401(k) plans, has introduced three new ...
August 01, 2002
The Subtle ApproachPenny Marchand isn't about to grab a client by the lapels and start waving a Bible in his face; in fact, she says, many of...
August 01, 2002
About the ManagerDavid J. Winters, president, CEO and chief investment officer of Franklin Mutual Advisers, LLC (Mutual Series), is lead manager of Mutual European Fund and Mutual...
August 01, 2002
Nicely FramedAs U.S. stock prices and indexes continue to fall, an overall economic rebound seems far off. Enron, WorldCom, and other large American firms have contributed...