World News Center
Investors' Growing Portfolios Trigger Lower Fund Fees
July 29, 2010 Last year's surging stock market not only helped many mutual fund owners earn more but also padded returns by pushing more investors into territory where they qualified for lower fund fees.
Defending the Family Name With Strong Returns
July 29, 2010NEW YORK -- As a child, Craig Hodges watched his father work and delighted in how easy it seemed to be a professional money manager.
An Inclusive Mutual Fund in an Era of Specialization
July 29, 2010NEW YORK -- Investors looking to all-cap funds as a simple way to immerse themselves in a wide variety of stocks might consider that "all" in some cases can really mean "most," as in "all-expenses-paid vacation" or "all solid gold."
A strong first quarter in stocks, but investors shouldn't ignore the dark clouds
July 29, 2010NEW YORK -- Consumer confidence is rising. Corporate dividends are coming back. Markets continue to thaw.
Frequently asked questions about 12b-1 fees
July 29, 2010Securities and Exchange Commission Chairman Mary Schapiro has asked agency staff members to recommend possible changes to the 12b-1 fees that many mutual funds charge investors. Schapiro says one key problem is confusion about what services the fees cover. Here's a look at 12b-1s:
Securities commission questions 12b-1 fees mutual funds charge investors
July 29, 2010BOSTON -- Many investors might skip over the line on their mutual fund disclosure statements that says "12b-1 fee." They might want to start wondering what's behind that label. These fees are the money that many funds collect to offset a variety of expenses, from advertising to brokers' commissions. They can cut into investors' returns.
How investors can ease the growing tax bite
July 29, 2010 BOSTON -- If you're just beginning to think about this year's tax return, it might seem premature to consider tweaking your investment strategy for your next dance with Uncle Sam in 2011, and beyond.
Investors focus on bonds despite a big stock rebound
July 29, 2010NEW YORK -- Small investors, still jittery even as stocks roared back to life from the financial crisis, are turning back to the market looking for less-risky ways to reboot their portfolios.
Q& A With FPA Crescent Fund Manager: Keep Emotions in Check
July 29, 2010Mutual fund managers are human, too. Their nerves can be frayed by a volatile market just like the rest of us.
Suffering and Hope
July 29, 2010NEW YORK -- The first quarter ended on an upswing. But now comes the hard part: sustaining it.
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