Mutual funds: Are you really diversified?

Mutual funds: Are you really diversified?

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.

The end of mutual funds is coming

Pimco is launching an ETF to track the biggest mutual fund, its Total Return Fund. Will this portend the end for mutual funds? We looked into the future to find out, and this 2022 story tells it all.

Chuck Jaffe: Stable-value funds are shaky 401(k) options

Too many 401(k) holders mix insecurity and a bit of laziness with the general fear they have about the markets and investing, writes Chuck Jaffe. Faced with a slate of mutual funds, they see the word “stable” and a promised return and say “Sign me up” — and that’s a problem.

Active Mutual Funds Stink Worse Than Ever

Last year was the worst year since 1991 for the Indianapolis Colts, and it was the worst in more than 30 years for actively managed mutual funds. Something has gone terribly wrong in retail asset management to the point where only 10% of large-cap growth funds outperformed their benchmark (typically

Mutual Funds Weekly: Bond fund investors get a break

Bond fund investors got a break this week, though it wasn’t exactly what they wanted.