Mutual Funds

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MUTUAL FUNDS DEC 13, 2009
He gets riled about risk

Before being elected to the Senate, Herb Kohl ran his family's grocery and department store business.

By Jessica Toonkel Marquez
RETIREMENT PLANNING DEC 13, 2009
Bond choices too narrow for 401(k) investors: advisers

Despite the market rebound, investors are continuing to pour money into bond funds, causing a number of asset managers and financial advisers to make sure that their clients are diversifying their fixed-income holdings.

By Jessica Toonkel Marquez
LIFE INSURANCE AND ANNUITIES DEC 13, 2009
On a quest for security

The mutual fund industry's Holy Grail is a fund that can provide investors with a guaranteed stream of income without tying up the client's money in an annuity.

By David Hoffman
MUTUAL FUNDS DEC 13, 2009
$100K dare for Bogle

John Bogle, founder of The Vanguard Group Inc., is being challenged to put his money where his mouth is with regard to index-based investing.

By Jeff Benjamin
MUTUAL FUNDS DEC 13, 2009
Morgan Stanley seeks 'star' manager

Morgan Stanley is quietly hunting for a new top executive to run its investment management business, one of the world's largest — albeit shrinking — money management operations.

By Bloomberg
MUTUAL FUNDS DEC 11, 2009
Thomas Samuelson: Investors must think outside the box

A growing demand for commodities in emerging and developing markets requires a new way of analyzing commodity investment strategies, according to Thomas Samuelson, chief investment officer at Advanced Equities Asset Management.

By Jeff Benjamin
ETFS DEC 10, 2009
Coming off a high: ETF assets dip slightly, to $689B

By David Hoffman
MUTUAL FUNDS DEC 10, 2009
Vanguard proposes index fund mergers

Vanguard Group plans to merge two institutional index funds into other Vanguard offerings with similar objectives, while adding an institutional share class to the surviving funds.

By Douglas Appell
MUTUAL FUNDS DEC 10, 2009
Morningstar gives Vanguard target date funds top grade

Morningstar Inc. last week launched ratings and research reports for 20 of the largest target date mutual funds — and identified The Vanguard Group Inc. as the best target date provider for investors, based on such criteria as management, fees and performance.

By David Hoffman
MUTUAL FUNDS DEC 09, 2009
Little Rock investment show host fined for alleged mutual fund fraud

The Arkansas Securities Department announced Tuesday that it fined a broker $50,000 and suspended his license for two weeks after a probe into alleged fraudulent mutual fund sales

By Associated Press
MUTUAL FUNDS DEC 09, 2009
Fund firms step up hiring

As investors slowly dip their toes back into the stock market, mutual fund companies are cautiously hiring again.

By David Hoffman
MUTUAL FUNDS DEC 09, 2009
Most portfolio managers shun their own funds

Helpful hint for mutual fund portfolio managers: Get some skin in the game if you want to outperform other managers.

By Dan Jamieson
MUTUAL FUNDS DEC 08, 2009
Putnam CEO: Performance will win back advisers

Robert Reynolds, president and chief executive of Putnam Investments, is nothing if not an optimist.

By Sue Asci
MUTUAL FUNDS DEC 08, 2009
Putnam to combine absolute-return funds with target date funds

Putnam Investments expects to deploy its absolute-return funds within target date retirement funds — a strategy slated for launch this fall.

By Sue Asci
RIA NEWS DEC 07, 2009
As insurers gain in wealth management race, hurdles remain high

In the long battle to position themselves as wealth managers, life insurance companies still have to prove to financial advisers that they can do more than sell annuities.

By Darla Mercado
MUTUAL FUNDS DEC 06, 2009
Borzi: Labor Dept. still considering target date regs

The Labor Department is still considering regulating target date funds, according to Phyllis C. Borzi, assistant secretary of labor for the Employee Benefits Security Administration.

By Jessica Toonkel Marquez
MUTUAL FUNDS DEC 06, 2009
John Wenker: Commercial real estate a flop, but REITs are hot

If commercial real estate is in such bad shape, why are real estate investment trusts thriving?

By Jeff Benjamin
RETIREMENT PLANNING DEC 06, 2009
Skewed IRA, 401(k) data present window for advisers

Government estimates about how much investors withdraw from their 401(k)s and IRAs are probably way off — maybe by hundreds of millions of dollars, according to a report published late last month by the Investment Company Institute.

By Jessica Toonkel Marquez
MUTUAL FUNDS DEC 06, 2009
Joel Hirsh: In equities, big and boring is best

The next wave of equity opportunities lie in big, “boring” companies that have been largely overlooked in the current rally, according to hedge fund manager Joel Hirsh.

By Bloomberg
MUTUAL FUNDS DEC 03, 2009
SEC to consider putting an end to 12(b)-1 fees

By Sara Hansard