Morningstar.com Mutual Fund Insights
What caused VASVX to drop 4% yesterday?
NEW YORK, Dec 18 (Reuters) - I'm a contrarian. So when I see investors fleeing municipal bond mutual funds at a record pace, and when I hear that it is nothing but risk, risk, risk for munis, I start...
51% of total AUM), retail (34%), and private (15%) clients through a collection of products that includes mutual funds , hedge funds, and separately managed accounts. At the end of November, the firm had $447 billion in total AUM
ETFInvestor editor Sam Lee says Fed-taper fears have forced several closed-end funds to trade at discounts compared with ETFs or mutual funds of similar strategies.
B ut many U.S. investors rely on S&P-tracking mutual funds and exchange-traded funds as core holdings to diversify ..... popular investment strategy, and one third of all index mutual funds track the S&P 500, according to the Investment Company
Asset flows into long-term mutual funds are on pace to be the strongest ..... this great rotation into equity mutual funds . How has that played out through ..... talk about that? Rawson : For mutual funds , they've captured some 98
Summary Many investors who own Treasury Inflation-Protection Securities (TIPS) and TIPS mutual funds don’t realize that they may be taking a significant amount of interest-rate risk in exchange for their inflation protection, which
of course, no guarantee of future results. Richard Bernstein Advisors LLC serves as subadvisor to two Eaton Vance mutual funds . Richard Bernstein is chief executive officer of Richard Bernstein Advisors LLC, a registered investment advisor
2013 tax year usher in higher income, capital gains, and dividend tax rates for folks in the highest brackets, but mutual funds are winding up one one of their biggest capital gains distribution seasons in recent memory. Required minimum distributions