Lipper

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  Fixed Income: High Yields Are Top-Performing Mutual Funds in 2010

  By Janet Levaux, AdvisorOne  |  December 30, 2010

  Returns for full year should range from close to 2% to 7% for the broad fixed-income fund group, says Lipper, vs. 16% gains for equity funds

• Lipper Research Finds Islamic Funds' Results Are Sharply Higher

  By Janet Levaux, AdvisorOne  |  May 20, 2010

  Islamic funds invested in the Gulf Cooperation Council (or GCC, which includes several Arab states on the Persian Gulf) sharply improved their position in Lipper rankings, according to a recent report.

• Islamic Funds Boost Results, Latest Lipper Research Shows

  By Janet Levaux, AdvisorOne  |  May 20, 2010

  Islamic equity funds, which invest in accordance with Islamic principles or Shariah law, ranged in performance from a boost of 28% for Russia funds to -3% for gold/precious metals.

• Funds Weaken with Markets; Bonds Gain Inflows in '08

  By Janet Levaux, AdvisorOne  |  May 1, 2008

  It's been a tough three months for mutual funds. "Wild market swings throughout first quarter 2008 played on investors' psyches, and as a result, equity mutual...

• Results Are in for Top Funds, Managers of 2007

  By Janet Levaux, AdvisorOne  |  February 1, 2008

  With 2008 shaping up to be a year with at least as much market uncertainty as 2007, several trends from last year may offer advisors...

• Target Date: Now

  By Melanie Waddell, AdvisorOne  |  December 1, 2007

  A few years ago, you'd be hard-pressed to hear the term "lifecycle" or "target date" funds being bandied about the financial services arena. Today, however,...

• SEC Extends XBRL Data Pilot to Mutual Funds

  By Staff Writer  |  June 25, 2007

  A new kind of interactive data is the focus of a pilot program from the SEC that's intended to make it easier for advisors, funds, and data providers to use mutual fund data in tools that compare critical data elements on risk, performance and other key characteristics.

• Positive Returns Continue, Despite Weak Fund Flows

  By Janet Levaux, AdvisorOne  |  May 1, 2007

  Even with the market declines of February 27 and the resulting swings, more than 90 percent of all equity funds posted positive returns, according to...

• Want Less Risk? Try Hedge Funds

  By Staff Writer  |  March 1, 2007

  The risk associated with hedge funds and hedge fund-like mutual funds can in some cases be substantially lower than that attached to common types of...

• More Firms Track ETFs; And Some Give Scores, Stars

  By Staff Writer  |  July 1, 2006

  While the ETF explosion has caught the attention of investors and their financial advisors, these popular index funds have also led a number of research...