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  1. Click here to visit the main Funds page.

    Headlines

    Tue, 26 Apr 2011

    Morningstar.com Mutual Fund Insights

  1. TIAA-CREF Small-Cap Equity Fund (MUTF:TCSEX

    Commentary

    Sat, 25 Apr 2015

    contained this article: http://seekingalpha.com/article/3102376-3-potential-small-cap-blend- mutual - funds -for-high-return TIAA-CREF Small-Cap Equity Fund (MUTF: TCSEX ) seeks positive total return over the long

  2. From Barron’s, April 27, 2015 (Part 2)

    Commentary

    Sat, 25 Apr 2015

    2% of AUM and 10-20% of profits and may require minimums of $10K-$1 million. [ Unfortunately, none of the mutual funds available in this area are discussed ] Pg 34: Money has been flowing out the US stock ETFs and flowing into foreign stock

  3. Income Too High for a Roth IRA? Try These Alternatives

    Headlines

    Fri, 24 Apr 2015

    case. Why save in a taxable account? Individual stocks, as well as most exchange-traded funds (ETFs) and index mutual funds , can be tax-efficient ways to save for retirement, as you will owe only the lower capital gains tax when you sell an investment at a gain

  4. Mutual Fund Concentration Risk

    Commentary

    Fri, 24 Apr 2015

    What conclusions do you draw from the numerous studies that clearly show that mutual funds with few holdings (<20-30) have notably poorer performance over long periods of time? Admittedly, with fewer holdings one

  5. Get the Best Out of Active and Index Funds

    Video Reports

    Fri, 24 Apr 2015

    be they traditional open-ended mutual funds or be they ETF. So, again, I ..... flows go to the traditional index mutual funds as well? Johnson: It's really ..... the unit as a cash cow. Running mutual funds is a cash-cow business, but

    mutual funds found at 8:08, 11:15

    all assets, all incremental flows into index funds, be they traditional open-ended mutual funds or be they ETF. So, again, I think what you see in the headlines--Russ alluded to the proliferation of advertising. If anybody
    or have we, in fact, seen flows go to the traditional index mutual funds as well? Johnson: It's really been both. I would say the flows into traditional funds have been dominated by retail investors. I
  6. Strategic Beta: Investment Fad or Opportunity?

    Video Reports

    Thu, 23 Apr 2015

    in this middle ground between active and passive. Like active funds, strategic beta exchange-traded products and mutual funds track indexes that have an active bet embedded in them from the moment that their methodology is locked in. Now, like

    mutual funds found at 0:36

    between active and passive. Like active funds, strategic beta exchange-traded products and mutual funds track indexes that have an active bet embedded in them from the moment that their methodology is locked in. Now, like their
  7. Investors Drive Expense Ratios Down

    Headlines

    Thu, 23 Apr 2015

    ratio across all funds (including mutual funds and exchange-traded products ..... weighted expense ratio over time. Mutual funds and ETPs with expense ratios ranking ..... cost quintile. Passive funds ( mutual funds and ETPs) have been prominent

  8. Fixing the Stock-Bond Balance

    Headlines

    Wed, 22 Apr 2015

    Investment Company Institute, investment inflows to mutual funds thus far this year favor bonds over stocks 3-2. That ..... accept low income. Recently, taxable money market mutual funds pay a tiny fraction of 1%; yield on a five-year

  9. Managing Fixed Income Is About More than Just Interest Rates

    Headlines

    Wed, 22 Apr 2015

    Actively Pursuing Total Return in Bond Funds” (Jun. 2014) and “Why Bond Investors May Benefit from Actively Managed Mutual Funds and ETFs” (Dec. 2014). Final thoughts Despite the challenging low-yield environment and the specter of Fed

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