Mutual Funds

Magazine articles on mutual funds.

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Financial Planning March 1, 2012 Ann Marsh	Top Strategies For Fixed Income To root out the top strategies for fixed income for this month's cover story, we spoke with advisors and financial professionals around the country about their varying game plans.
Financial Planning March 1, 2012 Ilana Polyak	Just Right As the debate over large-cap stocks vs. small-cap stocks continues, Robert Lanphier and David Ricci of the William Blair Mid Cap Growth Fund are taking the middle road. They believe mid-caps provide investors with the best of both worlds.
Financial Planning March 1, 2012 Craig L. Israelsen	Small Thoughts The benefit of investing in small U.S. stocks is clear. Over the 42-year period from Jan. 1, 1970, to Dec. 31, 2011, a $10,000 investment in large U.S. stocks would have grown to $507,362.
Financial Planning March 1, 2012 Brian J. Lazorishak	Mid-Cap, Big Return Over a 10-, 20- and 30-year period ending last year, mid-caps (generally defined as issues with market capitalizations of $1 billion to $15 billion) have outperformed both large-caps and small-caps on an absolute basis.
Registered Rep. March 1, 2012 Diana Britton	Yield of Dreams: Could Pimco's New Active ETF Turn Advisor Heads? Could the new PIMCO fund be the bellwether active ETFs need to gain traction among advisors?
Registered Rep. February 16, 2012 Diana Britton	Yield of Dreams: Bogle Calls ETFs `Speculation' and `Marketing' Vanguard's John Bogle speaks boldly about his opinion on ETFs.
Registered Rep. February 8, 2012 Charles Paikert	Big Impact: Clients Turn to Socially Responsible Investing For the uninitiated, socially responsible investment funds are funds that screen potential investment targets for things like environmental impact, corporate governance or employment policies.
Financial Advisor February 2012 Maureen Nevin Duffy	Equity Funds Look Forward Equity-only funds as a group struggled last year, and fund companies are considering new themes.
Financial Advisor February 2012 Marla Brill	Muni Bond ETFs Join The Charge For Yields Despite some concerns, investors are being drawn to muni bond ETFs for diversification, transparency and low costs.
Financial Advisor February 2012 Marla Brill	Setting Up For Inflation If the bleak economic scenario plays out the way Rob Arnott envisions, this fund would likely outperform its pure-equity peers.
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