Mutual Funds

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  Bogle to DeLegge on ETFs: ‘It Is You Who Are Dead Wrong’

  By John C. Bogle  |  March 12, 2013

  Sorry, Mr. DeLegge. I’m not “dead wrong” about ETF investing, and let your followers decide whether or not my comments in this note are “irrational.”

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  Vanguard, PIMCO Dominate ’12 Global Fund Flows: Morningstar

  By Janet Levaux, AdvisorOne  |  March 11, 2013

  Investors focused on key fund families in the fixed-income space last year.

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  Top Portfolio Products: Goldman Rolls Out Global Bond Fund

  By Marlene Y. Satter, AdvisorOne  |  March 11, 2013

  FPA introduces no-load products, as Lincoln Financial launches a Treasury-indexed VA and ING U.S. brings out a new lifetime income annuity.

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  Stable International Funds Best Bet for Dean’s Conservative Clients

  By Savita Iyer-Ahrestani  |  March 5, 2013

  Mary Dean of RIA firm Dean Roland Russell allocates 15% of her clients' money to international equities, using mutual funds that invest in those parts of the world she thinks offer good growth potential with low volatility.

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  Top Portfolio Products: PIMCO, Vanguard Launch More EM Bond Funds

  By Marlene Y. Satter, AdvisorOne  |  March 1, 2013

  In addition, Vanguard says it will no longer accept new fund flows into the Wellington and Intermediate-Term Tax-Exempt funds.

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  How to Capitalize on Shale Gas Trend: A Top Manager’s Favorite Plays

  By Gil Weinreich, AdvisorOne  |  March 1, 2013

  The shale gas revolution is not expected to peak until 2040, a new study confirms. The T. Rowe Price New Era Fund's Tim Parker discussed how to make the most of it.

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  Morningstar’s Most-Researched Investments Offer Up Surprises

  By Joyce Hanson, AdvisorOne  |  March 1, 2013

  Advisors and institutional investors diverge on equities versus income, though everybody agrees on PIMCO Total Return.

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  Morningstar Expert Debunks Myth of ‘Dumb’ Fund Investors

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  John Rekenthaler discussed why investors were “not making money that one might expect from funds” at the Morningstar Ibbotson Conference.

• Equities Funds in Favor in Early ‘13

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Morningstar says that investors added $86.5 billion to long-term open-end mutual funds in January, with 72 of 93 open-end categories recording inflows.

• Vanguard Shares Latest Fund Changes

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Vanguard is tweaking the asset mix of 20 funds, including several target-date retirement funds, “to further diversify these broad, balanced portfolios” and to incorporate the new Vanguard Total International Bond Index Fund, now in registration with the SEC.