Portfolio

Here’s an interactive slide show featuring the 5 worst-performing Dow stocks so far this year.

The moment was remarkable, if not dramatic.

Invesco’s shareholders of the Invesco High Income Municipal Fund and the Invesco U.S. Mid Cap Value Fund have approved a plan to merge those funds into the Invesco Van Kampen High Yield Municipal Fund and Invesco Van Kampen American Value Fund.

SEI, a provider of investment processing, fund processing, and investment management business outsourcing services, has appointed Stephen Beinhacker as Global Head of Equities for SEI's Investment Management Unit.

Financial advisors such as Matthew Tuttle represent the front lines of raging conflict between mutual funds and exchange-traded products, in particular over management fees and related costs.

Stewart Capital Advisors, LLC, the investment advisor for Stewart Capital Mutual Funds, said that it has made the Stewart Capital Mid Cap Fund available as a no-load mutual fund effective April 1.

RiverPark Advisors LLC, a New York-based investment advisory company, has launched the RiverPark Long/Short Opportunity Fund, an open-end mutual fund that was converted from an existing hedge fund launched in October 2009.

Municipal bond defaults in early 2012 were up dramatically — or down dramatically — depending on how you look at the data.

By any measure, the first quarter of 2012 was a very good one for investors. Here’s an interactive slide show featuring the 5 best-performing Dow stocks so far this year.

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.