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Registered Rep. May 18, 2004 John Churchill |
The Only Game in Town Survey shows a majority of investors still think mutual funds provide the best opportunity for a diversified portfolio, and many do not think the mutual fund improprieties are widespread across the industry. |
The Motley Fool April 23, 2010 Alyce Lomax |
Institutional Failures It's high time that sleeping giants remember their stewardship role. Many large mutual funds don't take a leadership role in pushing back against corporate managements when it's necessary. |
The Motley Fool January 7, 2004 |
Beating the Market Can an actively managed mutual fund consistently post market-beating returns? |
Knowledge@Wharton September 24, 2003 |
Mutual Fund Scandals: Once Again, Individual Investors Are the Losers Is the mutual fund industry going to become mired in the kind of scandal that has afflicted so many public companies over the past few years? |
The Motley Fool April 22, 2005 Selena Maranjian |
Not Your Father's Mutual Fund Funds have changed a lot -- and not for the better. Select carefully. |
Financial Advisor November 2003 Marla Brill |
Advisors Divided Over Fund Scandals Some think they are isolated cases; others say their faith is being tested. |
The Motley Fool July 6, 2005 Tom Taulli |
Donaldson's Last Stand William Donaldson made his mark on the SEC -- up until his last day in office. Interestingly, even the U.S. Court of Appeals had concerns about the new mutual fund regulations. |
The Motley Fool January 13, 2004 Selena Maranjian |
The Fund Fee Fracas Are mutual fund fees too high? |
Knowledge@Wharton April 9, 2003 |
John C. Bogle's Advice: Live Long and Prosper, on Index Funds In a perilous climate, what does one of the country's best-known stock market experts advise investors to do? Just stay the course, says John C. Bogle, founder and retired chairman and CEO of The Vanguard Group. |
The Motley Fool February 28, 2005 |
Understanding "Window Dressing" Some mutual funds are pulling the wool over your eyes. |
The Motley Fool April 21, 2005 |
Don't Buy the Dividend! There's a bad time to buy into mutual funds. |
The Motley Fool January 8, 2004 Selena Maranjian |
3 Mutual Fund Winners As more and more mutual fund families have been caught up in scandals, it can make an investor wonder whether there are any trustworthy funds out there. Well, there are. Here are three fund families that remain very solid. |
BusinessWeek June 26, 2006 Lauren Young |
Mutual Funds: Back In Action Sure, the markets are jittery, but mutual funds are doing a better job for investors since the dot-com smashup. Long-term returns are up, fees are down, and, despite ETFs and hedge funds, money is rolling in. |
Wall Street & Technology July 1, 2005 Maria Santos |
Investor Distrust According to a recent survey, less than one-third of U.S. households agree that their mutual fund companies can be trusted to advertise honestly, outperform their competitors or even do the right thing. |
HBS Working Knowledge December 8, 2003 |
Readers Respond: Is This the Twilight Era for the Managed Mutual Fund? I am skeptical of the ability of fund managers to consistently beat the market... I believe that we have probably seen the beginning of the decline of the actively managed mutual fund... The mutual fund scandal will shift public trust towards index funds... etc. |
HBS Working Knowledge December 15, 2003 |
Readers Respond: Is This the Twilight Era for the Managed Mutual Fund? Business leaders and managers who can't recognize public and investor trust as a fundamental requirement of their business should be fired or barred for life... As soon as I can beat the market on my own, I'm out of mutual funds... etc. |
The Motley Fool October 31, 2006 Dan Caplinger |
Why Pay for Nothing? From the standpoint of the individual investor, mutual fund fees often go unnoticed. However, they're extremely significant and represent a large handicap for savers to overcome in trying to reach their financial goals. |
BusinessWeek September 22, 2003 Der Hovanesian et al. |
How to Fix the Mutual Funds Mess Hidden fees, lax boards, and now scandal. Here's what has to be done. |
Registered Rep. January 1, 2005 |
The Wrong Medicine? The SEC's requirement that mutual fund boards be stocked with more independent executives met with jeers when it was passed last year. Now, the raspberry blowers have some research to back up their disdain. |
The Motley Fool October 16, 2006 Dan Caplinger |
Get More Than You Pay For Although open-end mutual funds make up the majority of all mutual funds available to investors, there's another type that acts much differently. Closed-end mutual funds, carry with it inefficiencies that astute investors can observe and use to their advantage. |
Registered Rep. October 1, 2006 John Churchill |
Investing on Faith Fees and performance may be at the top of the list of mutual fund characteristics investors look for, but don't count out faith. |
The Motley Fool July 16, 2007 Selena Maranjian |
Whatever You Do, Avoid Mutual Funds Funds can bring you a world of hurt, so be careful. |
Registered Rep. February 22, 2005 Will Leitch |
SEC's Roye Out as Mutual Fund Head In a move that casts doubt on the future of mutual fund regulation, the SEC has announced that its chief mutual funds legislator, Paul Roye, will step down, effective immediately. |
Investment Advisor May 2010 Robert F. Keane |
30 for 30 Interviews: John Bogle Vanguard founder John C. Bogle comments on how the mutual fund business has changed over thirty years. |
BusinessWeek October 20, 2003 Dwyer & Thornton |
Mutual Funds Feel The Heat Did they feed information to hedge funds, brokers, and others? |
The Motley Fool April 18, 2007 Amanda B. Kish |
The SEC Gets It Right The agency revisits governance rules and fees for mutual funds. |
The Motley Fool October 11, 2006 |
On Funds and Meetings If you hold shares through a mutual fund, can you attend annual company meetings? |
The Motley Fool July 30, 2007 Amanda B. Kish |
Old Mutual Spreads Its Wings It remains to be seen if Old Mutual's plans for growth will make this firm's funds worth owning, but one fund, Old Mutual Focused Fund, is already worth a look. |
Financial Planning October 2, 2007 Elizabeth O'Brien |
Bookshelf Dump all your retail mutual funds! That's the message that Ric Edelman shouts in his book, The Lies About Money. |
The Motley Fool November 10, 2004 Selena Maranjian |
Privatized Social Security: Trouble for Funds? The possible plan may not be a mutual fund windfall. The greatest challenge may lie with the investors themselves. Most simply will not be equipped to manage their own retirement funds. |
Financial Advisor October 2011 Juliette Fairley |
Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly. |
Registered Rep. March 1, 2007 |
International Flight Over the last three years, foreign mutual funds have posted annual returns twice those notched by the S&P 500, prompting investors to dump shares of U.S. stock funds and park that cash overseas in search of fatter returns. |
HBS Working Knowledge December 22, 2003 Jim Heskett |
Summing Up: Is This the Twilight Era for the Managed Mutual Fund? At one end of the spectrum are the feelings largely of investors. There is also a suggestion that the job of the money manager may change. Is the managed mutual fund worth saving? If so, what needs to be done? |
The Motley Fool April 13, 2004 Selena Maranjian |
Wondering About Magellan A recent Money magazine article asked a question that's on the minds of many mutual fund investors: "Can Magellan Bounce Back?" |
The Motley Fool March 2, 2005 |
Hedge Funds Explained While the word "hedge" conjures up images of investors cautiously hedging their bets, hedge funds are often extra-risky, volatile investment vehicles that demand huge upfront investments, sometimes in the millions. |
The Motley Fool October 5, 2007 Billy Fisher |
Dueling Fools: Washington Mutual Bear Rebuttal The bears say about Washington Mutual that looking forward, outperformance is unlikely, so why not put your money elsewhere? |
Registered Rep. March 1, 2003 Grove & Prince |
The Affluent Are Searching for Relief in Alternatives The rich shouldn't care if it's a bull or bear market. That's because the rich have so many investment options -- they can go completely short, or pick a cocktail of alternative investments, that, theoretically, could hedge away risk. Surveys show the affluent are doing exactly that. |
Entrepreneur August 2004 Julie Monahan |
Payback Time Settlement dollars from the SEC crackdown on mutual fund malfeasance will reach millions. But will you get your fair share? |
The Motley Fool October 25, 2006 |
Mutual Funds, Explained A mutual fund is thousands of people's money, pooled together by an investment company and invested in stocks, bonds, and other things, all managed for you by Wall Street professionals -- for a sometimes hefty fee. |
Entrepreneur August 2003 Jennifer Pallet |
Money Buzz Setting up an emergency fund, the impropriety of mutual fund fees and more |
Wall Street & Technology October 27, 2005 Eugene Gilerson |
Mutual Funds Wake-Up Call The developing new market landscape has made it clear that mutual fund families will have to take decisive technological actions to keep their share of the market and sustain profitability. |
The Motley Fool September 9, 2011 Amanda B. Kish |
How to Make Money With Mutual Funds A lowdown on mutual funds. |
The Motley Fool December 4, 2006 Dan Caplinger |
10 Trillion Reasons to Invest Mutual funds keep raking in the money. |
BusinessWeek November 10, 2003 Jeffrey M. Laderman |
Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers. |
BusinessWeek December 12, 2005 Adrienne Carter |
Against The Grain Investing David Winters, a student of maverick Michael Price, opens his own mutual fund. |
The Motley Fool June 17, 2009 Dayana Yochim |
It's Time for Your Quarterly Cash Checkup Make sure your money is working hard and smart for your future. |
The Motley Fool September 6, 2006 Dan Caplinger |
Fend Off Fund Fees: Part 2 Here are more tips to save cash by avoiding unnecessary mutual fund fees. |
BusinessWeek November 17, 2003 Borrus & Dwyer |
Funds Need A Radical New Design Recent mutual fund scandals show that fund boards do a poor job of protecting investors. A look at some proposals for restructuring the industry. |
BusinessWeek September 22, 2003 Anne Tergesen |
How Traders Play the Timing Game Finance professor Jason Greene explains why this technique hurts buy-and-hold fund investors and how to protect yourself |
Registered Rep. December 3, 2003 John Churchill |
Wealthy Investors Fleeing Mutual Funds A new report conducted before the current wave of scandals shows that wealthy clients have been steadily reducing their holdings in mutual funds for the past two years. |