A handful of big fund companies are revamping their target date offerings in hopes of limiting risk — and preventing another major blowup.
If combatants in the debate over target date fund investment approaches thought that Morningstar Inc. could provide a tiebreaker, they were out of luck.
Higher federal taxes, coupled with a rising stock market, threaten to hit U.S. fund shareholders particularly hard.
Mutual funds are a cornerstone of retirement planning. Yet they're widely misunderstood.
Stephen Roseman has introduced the Thesis Flexible Fund, which aims to providers investors and advisers that want a hedge-fund-like investment but also the liquidity of a mutual fund
Managers of target date funds are adding commodities to their portfolio mixes, but experts wonder whether the moves are substantive or just window dressing.
This large-cap growth fund's investment approach, seeking high-quality companies that are growing their near-term earnings faster than the market and trading at a discount to their intrinsic value, has been well executed.
Morgan Keegan fallout? The securities regulator warns B-Ds that bonds in funds cannot be considered 'rated' unless a third-party actually does the rating
Eve Guernsey will retire as CEO, investment management Americas, at J.P. Morgan Asset Management by the end of 2010.
Investors who are seeking yield in a low-return environment are finding pockets of opportunities in the peculiar world of closed-end mutual funds.
Investment researcher Morningstar Inc. said Tuesday it acquired the Footnoted business of Financial Fineprint Inc., which reviews companies' regulatory filings and highlights examples of potential financial troubles or excessive compensation.
Invesco PowerShares Capital Management LLC today unveiled the first exchange-traded fund to invest in an index of closed-end funds.
An upturn is coming in the publicly traded real estate space, and investors need to be nimble to take advantage, says Ritson Ferguson, manager of the $1.9 billion ING Global Real Estate Fund
While the Supreme Court's ruling last week on a controversial lawsuit over mutual fund fees was viewed as a huge win by the mutual fund industry, the decision will likely put more pressure on the boards and managements of fund companies to defend their fees and could open the door to even more litigation.
U.S. equity mutual funds and exchange-traded funds posted a seventh straight week of inflows — their longest winning run since a nine-week stretch that ended in the forth quarter of 2004 — according to data released today by EPFR Global, an industry data provider.
The Securities and Exchange Commission will reassess the 12(b)-1 fees collected by brokers as compensation for selling and servicing mutual funds, SEC Chairman Mary Schapiro said today.
These ten funds have out-performed in one of the most talked about sectors
Nuveen Investments Inc., the asset manager owned by Madison Dearborn Partners LLC, agreed to buy the stock and bond funds of U.S. Bancorp's FAF Advisors unit for $80 million in cash and a 9.5 percent stake in Nuveen.
