When it comes to mutual fund performance, investors often think of stars like value manager Bill Nygren or bond gurus like Michael Hasenstab and Jeffrey Gundlach. Such figures are the public faces of the mutual fund industry, for good or ...
Flatlining. That, in a word, is what mutual fund assets have been doing over the past four years, according to the Investment Company Institute, slipping even from their $12 trillion level at the end of 2007. No wonder investors are ...
In a stock market this rocky, it's only natural to want a savvy portfolio manager. And judging by the quarterly reports that most investors get at the end of the year, some managers may in fact look pretty smart -- after all, as the ...
Despite a record stock-market rally in October, equities lost about 3% over the last three months of turbulent trading. But some stock mutual funds managed the choppy markets better than others.
Is bigger better? For years, when it came to mutual funds the answer has been a resounding no. And yet a closer look reveals that fund size matters much less than investors may realize.
At first glance, a new report from Standard & Poor's tells a familiar story: index funds outperform active management, part 37. But a closer look shows that under the right conditions, funds run by a human stock-picker can be well ...
Given the economic crisis in Europe and the malaise in Japan, foreign funds with a focus on developed markets really ought to be in the tank. And yet developed markets funds are holding up quite well. How are they doing it?
The fund firm that brought you the target-date fund now thinks it can reinvent the musty bond ladder – just as millions of baby boomers are starting to take seriously the question of retirement income.
The fund world's most influential grader is about to get tougher. Morningstar, the fund ratings company that has for years bestowed stars on top performing funds, has announced a new ratings system that threatens to upend the fund ...
The Japanese earthquake and nuclear crisis. Deepening debt woes across Europe. Tumult in the Middle East. Faced with increasingly treacherous global markets, investors have been turning to mutual funds which give managers the freedom to buy ...

Ask the right questions before you hand over your money
A balanced portfolio can have a bigger impact on long-term performance than individual stock picking
Investing for retirement is more complicated than opening an IRA or maxing out your 401(k)
When choosing a stock mutual fund, consider performance, manager track record and cost before investing.
Even in times of interest rate uncertainty, a certificate of deposit (CD) can still be part of your cash strategy.
A new wedding trend trades "walking down the aisle" for a walk on the wild side.
Technology stocks have rebounded and are once again the darling of the market. Can the resurgence last?
Arends: That 60/40 portfolio of stocks and bonds your adviser is pushing might not work.
The defense contractor faces a tough enemy: potential cuts in defense.