Mutual Funds

Updated Saturday, March 8, 2014 as of 9:56 AM ET

Portfolio - Mutual Funds

Household Wealth Climbs by $2.95T to Record

(Bloomberg) -- Household wealth in the U.S. increased from October through December, as gains in stock portfolios and home prices boosted Americans’ finances.

Net worth for households and non-profit groups rose by $2.95 trillion in the fourth quarter, or 3.8% from the previous three months, to a record $80.7 trillion, the Federal Reserve said today from Washington in its financial accounts report, previously known as the flow of funds survey. more »

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Dual Registrants, Alternatives Top SEC's Concerns

The focus on dual registrants grows out of concern that the different compensation structures of the two business lines can create conflicts of interest and potentially harm investors, according to an SEC director. more »

Week's Best Quotes: 'Mass Affluent Have No Access to Endowment Model'

From why the CFP Board may be facing new legal challenges over past disciplinary decisions to RCS Capital Nicholas Schorsch's views on the sweet spot for financial advice, here are some of the most notable quotes from the past week's stories. more »

Gross's Pimco Total Return Suffers $1.6 Billion Redemptions

Redemptions from Bill Gross's Pimco Total Return Fund slowed to a 10-month low in February, the first month after the resignation of CEO Mohamed El-Erian. more »

Values-Based Investing Gaining Steam, Data Shows

The number of investment products focused on environmental, social and governance factors has risen steadily in the last seven years more »

Bogle: Indexing Has 'Gone Too Far'

Over a lunch of PB&J sandwiches, Vanguard founder John Bogle discusses the shift to passive investing, the rise in ETFs and the proliferation of indexes. more »

Can Vanguard Become Too Big?

The index fund giant is now almost as large as the next two largest competitors combined. Advisors are starting to wonder whether its dominance could become a problem. more »

Family-Run Villere Fund Tops 99% of Rivals

The fourth generation of the Villere family shows that relatives can indeed get along - and achieve top performance. more »

Puerto Rico Is Outlier for Wealthy Fleeing Tax Hit

Financial advisors to some of the wealthiest Americans see struggling Puerto Rico as an outlier in the $3.7 trillion local-debt market, leading them to add municipal bonds as the steepest federal tax rates in more than a decade loom. more »

Corporate Bond Spread Versus Treasuries Approaches 6-Year Low

The extra yield U.S. corporate bonds offer compared with Treasuries approached a six-year low as investors speculated the economy will pick up after the North American winter ends. more »

Many Funds Well-Positioned for Rising Rates, Says Morningstar

ETFs and mutual funds are well-positioned for rising interest rates because they have most of their fixed income holdings in short-term government bonds, according to Morningstar Inc. more »

Are Average Returns Enough for Clients?

Last year's spectacular S&P 500 gains may have clients demanding more large-cap stocks. Here's how to resist. more »

5 Tax Rules for Investors

The goal isn't to avoid paying the IRS altogether -- it's to maximize after-tax returns. These five tactics can help advisors help their clients. more »