Loading up on No Loads
Jul 01, 2006
No-load funds continued to attract the bulk of new cash in 2005, according to data recently released by the Investment Company Institute
Fundamental 'Indexing'
Jul 01, 2006
During the 1990s, S&P 500 index funds were all the rage and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns: During the five years ending in April, the S&P 500 averaged just 2.7 percent annually...
The Discount Mystery
Jun 01, 2006
Where - and why - can you buy a buck for 90 cents?
Alpha Dogs
May 01, 2006
Study finds returns on actively managed funds are overstated
Growth or Value?
May 01, 2006
Now that growth is showing life, which do you choose? Your clients need both, no matter what the investing climate.
Morningstar's Stars Shining Brighter
May 01, 2006
Tweaks to the star rating system have made it better predictor of performance
Fidelity Goes Mass Market on Amazon
May 01, 2006
Retail investors accustomed to buying personal finance books online can now purchase mutual funds from Amazon.com.
Rough Month for Mario Gabelli
May 01, 2006
Mario Gabelli, one of Wall Street's best-known money managers, has been in the spotlight lately, but not for his investment returns. The Justice Department charged him with civil fraud in auctions for wireless telephone licenses. Meantime, two...
Herd Mentality
Apr 01, 2006
Brokers are betting heavily on just a few fund families. Remember the Van Wagoner Funds?
In Search of Yield
Apr 01, 2006
Money-market funds may not be sexy but they have been attracting advisors attention lately. But is the retail investor better off in a money market or an insured account?
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