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Mutual Funds Articles
U.S. investors are used to treating money-market mutual funds as the equivalent of a checking account, but that is about to change for the riskiest of the funds.
Apple, once a can't-miss stock, is finding it tough to persuade portfolio managers to come back into the fold.
Bond buyers are sending a loud message this month: They want a break from the riskiest securities.
The manager of the $110 billion Fidelity Investments' Contrafund warned that "elevated valuations" on high-growth stocks pose a risk to investors.
DoubleLine Capital's five-star Total Return Bond Fund has lost its analyst rating from Morningstar Inc. after a long-running dispute over the research firm’s coverage of the money manager.
BlackRock Inc., the world’s biggest money manager, said second-quarter profit rose 11 percent as investors added money to its funds, boosting assets and the fees for managing them.
The fees paid for long-term mutual funds continues to decrease for 401(k) plan participants, says ICI.
Investors are piling into junk debt this year partly because they can’t find enough higher-quality bonds for sale.
Investing in emerging-market small-cap stocks paid off in a big way for Dimensional Fund Advisors LP this year.
The agency will launch examinations of fund companies targeting funds' leverage, liquidity and other concerns, according to an official.
Financial Advisor Blogs
Portfolio Manager Insights
Risk management failed dramatically during steep market drops since '98, and we argue that's because too much focus has been placed on backward-looking risk measures and not enough on scenario analysis. + Read more
All too often, investors head in the wrong direction en masse. They buy stocks at the top of the market or bonds when interest rates are heading up. + Read more