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 Research Reporter - Mutual Funds 

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 Equity Funds
Frontier Markets 101: Investing in High Growth, Greater Volatility
March 01, 2010
Frontier markets often offer potential for greater payouts relative to developed markets due to numerous inefficiencies in asset pricing and flow of information, but with that potential upside comes increased risk levels. ...
Van Eck Launches Egypt ETF
February 24, 2010
EGPT’s underlying index tracks the performance of companies that are domiciled and primarily listed in Egypt, or that generate a majority of their revenues in the country....
ProShares Debuts Series of 3x Leveraged ETFs
February 24, 2010
The funds will utilize triple daily long and short (inverse) strategies....
SRI Outperformance: Socially Responsible Funds Beat Indexes '09
February 17, 2010
A review of 160 socially responsible mutual funds from 22 members of the Social Investment Forum (SIF) finds that 65 percent outperformed their benchmarks in calendar year 2009, most by significant margins. ...
Janus Taps New CEO, Pimco Veteran
February 02, 2010
Richard Weil succeeds Janus Capital Group director Tim Armour....
Strong Fund Returns in '09, Best Since '03, Lipper Says
February 01, 2010
Overall, though, equity funds were still down 24.24 percent from the 2007 market highs, notes Tom Roseen, Lipper’s research manager. ...

 Fixed Income
Bonds: Strong in '09, Volatile in '10
March 01, 2010
In its latest outlook report on fixed income, Schroder Investment Management North America says bond investors face a challenge this year....
Pimco, Grail Advisors and Old Mutual Debut ETFs
February 24, 2010
One index-focused fund and three actively managed bond funds are now being offered. ...
Fund Portfolio Solutions from a Top Advisor
February 17, 2010
A conversation about mutual funds and portfolio management with Alan Goldfarb, CFP, Director of Wealth Strategies, Weaver Wealth Management, Dallas. ...
Bond Funds Still Raking It In
February 17, 2010
Weekly bond inflows are topping $7 billion a week in January 2010....
'09 Fixed Income Results: 'Quite a Year,' Analysts Say
February 01, 2010
TIPS Funds took advantage of the inflation fears stoked by huge issuance and finished the year up 10.75 percent, despite giving back 1.94 percent in the volatile December market....
Bonds Top Charts, FRC Data Shows
December 01, 2009
Groups that have seen assets swell more than 30 percent in the first nine months of 2009 are PIMCO, DFA, Eaton Vance, JP Morgan, Janus, Natixis Global Associates, Principal Financial and T. Rowe Price. ...

 Regulation
Fidelity Reports Growing Interest, and Investor Plans for Roth Conversions
March 11, 2010
Thirty-five percent of clients are expected to complete a conversion by year end, according to a survey of 500 tax advisors, which corresponds with Fidelity figures that showed a surge in investor interest in Roth IRA conversion guidance in January. ...
SEC Approves Money Market Reforms to Better Protect Investors
February 17, 2010
New weekly requirement stipulate that at least 30 percent of assets must be in cash, U.S. Treasury securities, etc., and no more than 5 percent can be in illiquid securities....
Roth Conversion in 2010
October 01, 2009
However, for conversion in 2010 only, taxpayers converting to a Roth IRA can elect to defer half of their tax liability to 2011....
Reading Between the Labor Dept.'s Lines
October 01, 2009
The new mutual fund regulations will most likely affect fund naming, advertising and “fund of fund” restrictions....
LETTERS TO THE EDITOR: Googling Advisors, Obama's Learning Curve
July 01, 2009
Readers explain what prospective clients don't find when they 'google' advsiors; and share their thoughts on Obama's 'real' learning curve....
Industry Groups Respond to Obama Financial-Reform Proposals
June 17, 2009
FINRA and SIFMA outline their ideas for reform and share their preliminary reactions to the administration's positions. ...


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Fund Performance Watch

For the past 12 months, these are the highest returns of funds tracked by Lipper (which combines mutual funds and exchange-traded funds):

Equity

ProShares UltraShort Semiconductors (+106%)
ProShares UltraShort Technology (+96%)
ProShares UltraShort Russell Mid-Cap Growth (+91%)
Rydex Dynamic Inverse Nasdaq-100 2X (+87%)
Direxion Nasdaq-100 Bear 2.5X-Inverse (+84%)

Fixed Income

Vanguard Ext Dur T Inst (+56%)
Rydex Govt LB 1.2X Str Inv (+50%)
ProFunds US Govt Plus Inv (+50%)
Pimco Ext Dur Inst (+49%)
Direxion 10 Yr Bull 2.5X-Inverse (+46%)

How to Become a Great Mutual Fund Company

Fund experts and financial advisors discuss what it will take to build tomorrow's trillion-dollar juggernauts.
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What's in Store for the Fund Industry

Always outspoken on the importance of serving investors, Vanguard's John J. Brennan says the mutual fund industry has further growth ahead. Look for it overseas, and expect some shifts in the competitive landscape at home, he explains.
Read More


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