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Archive :
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The 100 Largest Mutual Fund Families
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Ranked by retail assets – Data provided by Morningstar.
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Old Load Image A Load For American Funds
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Brand perception keeping fund giant from making inroads with RIAs, survey shows; ‘hard to change people’s thinking’.
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How To Buy A Mutual Fund
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The following is adapted from “The Complete Money and Investing Guidebook” by Dave Kansas.
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Fees Are Bad For Investment Performance Morningstar Study Says
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What investors pay for mutual funds makes a difference in how well they perform.
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Closed-End Mutual Funds Keeping Their Options Open
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The closed-end-fund industry continues to reinvent itself, keeping alive a small corner of the market frequently overlooked by investors.
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Bill Miller Resigns As Legg Mason Capital Management Value Trust Manager
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Transition of management at Legg Mason’s flagship fund may worry some investors; ‘you can’t come in and be someone else’.
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American Funds Looks To Guardian To Help Boost Performance
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Equity portfolio managers to commence working with researchers at sister firm, Capital Guardian.
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Actively Managed Mutual Funds Fall Short Again And Investors Notice
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Most stock mutual fund managers keep failing to beat ‘passive’ investing. That’s fueling a rush into lowcost index funds.
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Wirehouses Warming To Indexed Annuities
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In what seems to be an about-face, wirehouses are embracing fixed indexed annuities, which offer investors a guaranteed-minimum return and the opportunity to partake in stock market gains.
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Will Indexing Kill The Market ?
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One of the fundamental laws of investing is that when everyone agrees on something there is something important they are not seeing.
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