Mutual Funds

Magazine articles on mutual funds.

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On Wall Street March 1, 2013 Tom Roseen	Fund Documents Can Reveal Hidden Gems Annual reports, prospectuses, and statements of additional information from fund families provide information for investors that can be very instructive about their fund s relative tax efficiency.
Registered Rep. February 12, 2013 Brad Zigler	Got Gold (as in GLD)? Is the gold rally puttering out? Reading options and funds tea leaves.
Registered Rep. January 23, 2013 Brad Zigler	"Hedge" Is the Word for 2013 In 2013, the market for alternative investment exchange-traded products seems to revolve around one word. That word is "hedge." Judging by their proportion of regulatory filings and launches last quarter, product sponsors are keen on risk-controlled equity and bond plays.
Registered Rep. January 16, 2013 Stan Luxenberg	The Rise and Fall of Load Funds All hail no loads and ETFs! Will the move away from loads and commissions continue? Yes, says Avi Nachmany, research director of Strategic Insight. "The old commission business is fast disappearing," says Nachmany.
Financial Planning February 1, 2013 Laton McCartney	ETF Data: Big Bonanza With net inflows of $191 billion in 2012, ETFs had their best year ever. Housing sector funds led the gainers, while green energy funds dimmed.
Financial Planning February 1, 2013 Ilana Polyak	Fund Manager Profile: Matthew 25's Mark Mulholland Named for a Gospel passage, the Matthew 25 fund has been churning out superior performance for a decade and a half.
On Wall Street February 1, 2013 Lorie Konish	Emerging Markets Innovation Two former UBS executives are determined to change how investors access emerging markets by targeting specific sectors and themes.
Registered Rep. December 31, 2012 Brad Zigler	Eight Novel ETFs Looking to Break Into 2013 These proposed funds run the gamut from simple to complex. All are intriguing.
Registered Rep. December 28, 2012 Stan Luxenberg	Passive or Active Funds Overseas It's true that retail investors have been selling domestic-oriented equity mutual funds for the last five years. But they are buying foreign ETFs.
Financial Planning January 1, 2013 Laton McCartney	Money Flowing Into Bonds Fixed-income gained more ground, while the 14 best-performing equity mutual funds all focused on precious metals and enjoyed gains of more than 20%.
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