Portfolio

State Street Corp. followed serve Tuesday as custodial banks used the second quarter to bounce back from a year-earlier loss to post a profit.

Fewer of the wealthiest are giving more and small family foundations are giving more than required.

Two new Standard & Poor’s indexes tracking municipal bonds launched yesterday, paving the way for Vanguard to enter the municipal exchange-traded fund business.

Two new Standard & Poor’s indexes tracking municipal bonds launched yesterday, paving the way for Vanguard to enter the municipal exchange-traded fund business.

Fidelity International portfolio manager Anthony Bolton continues to believe in China - in both good times and bad. The manager of the closed-end Fidelity China Special Situations Fund, who came out of less than two years in retirement at the end of 2009 to pick up the China baton once again, addresses the world economy and China's role in that in today's Wall Street Journal.

Despite investor concerns about a global economic recovery, BlackRock's Bob Doll and Deutsche Bank's Ben Pace are optimistic.

Every time you think you've got a handle on how to manage and benchmark the performance of the funds you invest, markets blow up and you have to start all over again.

Municipal bond mutual funds’ assets climbed to a new record total as they continue to command new money from investors in spite of low yields and a nonstop wave of bad headlines in the mainstream press over state and local government credit.

Despite investor concerns about a global economic recovery, BlackRock’s Bob Doll and Deutsche Bank’s Ben Pace are optimistic.

Target-date funds are more likely to be used by younger retirement plan participants who have lower account balances and have been at their jobs for less time, according to a study released Thursday by the Employee Benefit Research Institute.