Mutual Funds

The mutual fund hangover is starting to subside. In 2000, fund investors and their advisors awoke to a doozey of a day-after: a market nosedive that caused investors not only to lose money but also socked them with capital gains tax bills for the...

Class B shares fell out of favor with fund investors two years ago, and they raise some suitability issues that may make brokers wary. Yet, to some, Class Bs remain a good option for small investors.

Whether it's a money market fund or a long-term bond portfolio, one of the first things many investors professionals and novices alike want to know about a bond fund is its yield. Many view a fund's yield as an approximation of the income a fund...

Recent inquiries into mutual fund sales practices undermines the we-are-consultants rhetoric.

How do you define style? When it comes to mutual fund investing, this is no idle question. After all, every advisor looks at the world of mutual funds and analyzes them by their stated investment styles growth, value, whatever. The trouble is...

Bill Gross, manager of the Pimco Total Return fund, is arguably America's best known money manager. Called the Peter Lynch of the bond world, Gross's three-decade investment record in which he has beaten a key bond benchmark in 23 of 29 years has...

Washington's effort to make fund marketing more transparent could make selling these products a lot trickier for brokers.

Once considered heresy, market timing is now advocated by managers who expect the markets to remain choppy.

For months, advisors looking to invest in a solid small cap fund have been faced with a growing problem: Many of the best ones have been closed to new investors. Of the 301 small cap value funds tracked by Morningstar, 33 are closed. About 10...

When the bull market was hot, so were index funds. The Vanguard 500 Index Fund even eclipsed Magellan as the largest mutual fund in the country, and other index funds dominated their actively managed peers as well. Nevertheless, nearly three years...