Mutual Funds

Sponsored by

• 

  Inexperienced Plan Sponsors Need a Little Love From Fund Websites

  By Gil Weinreich, AdvisorOne  |  May 21, 2013

  Fund firms managing employee retirement accounts make it needlessly difficult for plan sponsors to fulfill their fiduciary obligations, a new Dalbar study has found.

• 

  Morningstar Expands Equity Coverage on 28,000 Companies

  By Joyce Hanson, AdvisorOne  |  May 20, 2013

  Morningstar's new ratings are based on statistics and analyst-driven equity ratings as well as earnings yield, average daily volume and total return volatility.

• 

  Matthews Asia Joins Frontier Rush

  By John Sullivan, AdvisorOne  |  May 20, 2013

  “We’re seeing certain markets that are at the same point China was 20 years ago,” a Matthews portfolio manager said.

• 

  MFS Investment Management: ‘The Quiet Company With Lots of Success’

  By John Sullivan, AdvisorOne  |  May 19, 2013

  MFS is the nation’s oldest mutual fund company, widely credited with developing the nation’s first mutual fund.

• 

  Stocks Have Room to Rise, but So Do Interest Rates: J.P. Morgan’s Kelly

  By Joyce Hanson, AdvisorOne  |  May 17, 2013

  J.P. Morgan Asset Management's David Kelly believes the biggest drag on the U.S. economy is the Federal Reserve, and investors must prepare for inflation.

• 

  Top Portfolio Products: Goldman Launches Alts Fund

  By Marlene Y. Satter, AdvisorOne  |  May 17, 2013

  Also announced in the last week: an emerging-markets government bond index fund from Vanguard.

• 

  Five Years After the Crisis, Can We Prevent the Next One?

  By Gil Weinreich, AdvisorOne  |  May 13, 2013

  The U.S. has made progress, but measures like money-market fund regulation are needed to avert future financial instability, a Fed governor says.

• 

  Top Portfolio Products: New Target Volatility Portfolio From Fidelity

  By Marlene Y. Satter, AdvisorOne  |  May 10, 2013

  New products introduced over the last week include a new target volatility portfolio by Fidelity and a new emerging-markets local debt portfolio from Invesco PowerShares.

• 

  Jeffrey Gundlach: The 2013 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 9, 2013

  After an abrupt 2009 departure from TCW Group, Gundlach's DoubleLine has surpassed $50 billion in AUM and runs the "most popular fund in America."

• 

  U.S. Recovers as the World Watches: Schroders

  By Joyce Hanson, AdvisorOne  |  May 8, 2013

  U.S. investors are well acquainted with market uncertainty and the wobbly economic recovery, but they’ve got nothing on worried investors elsewhere in the world.