Mutual Funds

Magazine articles on mutual funds.

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On Wall Street September 1, 2013 Tom Roseen	The Rise of Asset Allocation Funds The modern version of balanced funds, these portfolios continue to make inroads with investors.
Registered Rep. July 23, 2013 Stan Luxenberg	Methods in the Madness Some stock funds have used unusual strategies to beat their benchmarks. But can they repeat the showing?
Financial Planning August 1, 2013 Laton McCartney	ETF Flows Show Big Market Shifts With $73 billion in new flows, ETFs offer some clear views of the major market trends.
Financial Planning August 1, 2013 Joseph Lisanti	Sweet Spot in Dividend Growth Advisors can use a focus on payout increases to create handsome total returns for their clients.
On Wall Street July 1, 2013 Jeff Tjornehoj	Investors Turn to Loan Participation Funds Investors yearning for income and fearing rising interest rates are clamoring for loan participation mutual funds and ETFs.
Registered Rep. June 14, 2013 Stan Luxenberg	Are the BRICs Broken? Brazil, Russia, India, and China won't likely lead the emerging markets in the years ahead. Instead, investors should look to smaller countries.
Registered Rep. May 28, 2013 Brad Zigler	When Equal Weight Makes Sense Choosing whether to invest in an equal-weight fund or capitalization-weighted fund of the same index can have a profound impact on returns.
Registered Rep. May 17, 2013 Stan Luxenberg	The New Buyers of ETFs Many actively managed mutual funds are now in the market for ETFs for their low costs of ownership and ease of trading. But should shareholders be annoyed?
Financial Planning June 1, 2013 Laton McCartney	4 Smart Mutual Fund Strategies The picks that worked as markets raced higher may not be the best choices going forward. As you look ahead, consider these ideas.
Financial Planning June 1, 2013 Ilana Polyak	Star Fund Managers' Global Hunt for Yield The managers of the Brandywine Global Opportunities Bond Fund deal with low U.S. yields by looking all over the world.
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