Mutual Funds Weekly: Check out what’s in your fund’s wallet

One thing you definitely want to know about a mutual fund is how the sausage is made. Do the portfolio holdings accurately reflect the fund’s investment objective? You don’t want a stock-fund manager to hold mostly cash, except perhaps for tactical reasons, or a corporate bond fund to be heavily indebted to Treasurys.

Volcker Rule threatens Canada's mutual fund industry: Banks

Canada's big banks say they could be penalized under the Volcker Rule for selling mutual funds to Canadian 'Snowbirds', which could force them to abandon portions of the business

The Skinny on the Most Recent Analyst Ratings

Funds from Vanguard, Fidelity, and Third Avenue go under the microscope.

Senate Holds Hearing on IRS Role in Mutual Fund Commodity Speculation

The Senate Permanent Subcommittee on Investigations held a hearing Thursday to explore decisions by the Internal Revenue Service that have increased commodity speculation by allowing some mutual funds to use offshore shell corporations and complex financial instruments to circumvent longstanding Tax Code limits on mutual fund trading in commodities.

Volcker Rule could hurt Canadian mutual fund industry, banks say

Canada’s mutual fund industry is a potential victim of the Volcker Rule, a key plank in the Dodd-Frank Wall Street reform act, according to representatives of Canada’s biggest banks

Mutual benefit

How does one ensure that retail investors get regulatory oversight protection, without taking on the onerous task of overseeing the many market entities that manage private money?