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 Research Reporter - Mutual Funds 

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 Equity Funds
New ETFs Target Emerging Markets, Commodities
August 25, 2010
Three ETF offerings from WisdomTree, EGShares and USCF with portfolio exposure to commodities and emerging markets have just debuted. ...
Columbia-RiverSource to Streamline 62 Funds
August 23, 2010
The proposed mergers are part of Ameriprise’s acquisition of the asset management business, which has about $330 billion in AUM....
Four Funds for Natural-Resource Investing
August 20, 2010
The recent spike in the price of wheat was a reminder that commodities like foodstuffs offer profit potential for investors. Several top advisors outline the funds they use to invest in this sector....
Analysis: Fed Seems to Have Downgraded Last Month's Uncertainty
August 13, 2010
Advisors fearing steep declines might seek relief in commodity trends fund....
Morningstar Issues Latest Research on Target-Date Fund Performance
August 10, 2010
The Morningstar fund data shows that the industry average-expense ratio declined to 0.88 percent from 0.91 percent a year earlier for those target-date series that are at least 18 months old. ...
Calamos Boosts Earnings on Higher Average Assets
August 05, 2010
The company says net outflows from Calamos’ SMA accounts were in line with expectations; in the first quarter, the fund manager increased account minimums for convertible-based strategies...

 Fixed Income
Bull and Bear Treasury Notes Hit the Street
August 25, 2010
The new iShares ETNs have annual expenses of 0.75 percent....
Invesco PowerShares Switches to Fundamental Bond Index
August 25, 2010
The Wheaton, Il.-based investment firm changed both the name and the index for PowerShares High Yield Corporate Bond Portfolio (PHB). ...
How a Top Advisor Uses Muni Bonds
August 20, 2010
A conversation about mutual fund investing for tax-free income with Erik F. Miller CFP, ChFC, CASL with CMC Advisers LLC in Portland, Ore....
Allianz SE Loses Profits, as PIMCO Helps Unit Double Earnings
August 06, 2010
The European insurer’s North American life insurance unit says premiums were “ahead of expectations.”...
Janus, Perkins Link Up to Launch New Income Fund
July 30, 2010
Janus Capital Group rolled out Perkins Value Plus Income Fund, the first product it will jointly manage with another firm, on Thursday, July 29. ...
How a Top Advisor Uses Income Funds
July 21, 2010
A conversation about mutual funds and investing for income with Paul S Baumbach, CFA, CFP, ChFC, Wealth Manager, Mallard Advisors LLC in Newark, Del. ...

 Regulation
Five Fund News Items for Advisors in the Know
August 20, 2010
A quick look at the latest online mutual-fund news items that every advisor should be following....
Financial Reform Bill and the Fiduciary Standard for Brokers
July 15, 2010
Financial advisors don’t have to give advice, but for those who do, there’s no need to be afraid of fiduciary duty to clients....
Financial Reform Bill: Sen. Cantwell Switches to 'Yes' Vote
July 02, 2010
Republican Senators Brown, Grassley, Snowe, and Collins still undecided. ...
Vanguard’s McNabb: How to Restore Trust
June 24, 2010
At Morningstar Investor Conference, the fund veteran lays out steps to rebuild investor and advisor trust in the markets and views on financial reform. ...
Five Must-Read Fund Items
June 23, 2010
A quick look at mutual fund news items from around the Web that every advisor should be following....
No More Secret Banking
June 01, 2010
Hedge fund manager and Panic author Andrew Redleaf explains the origins of the financial crisis and how to prevent its repetition....

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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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