Portfolio

First there were environmental mutual funds that rewarded do-good companies and those with sustainability sensitivities. Next came alternative energy and climate change funds.

Sincere Joins F-Squared Board

The rapid growth in the exchange-traded fund arena is increasing the complexity of capital gains taxes, writes the Wall Street Journal.

As traditional pension plans are increasingly being replaced by defined contribution plans, retirement income plan providers will need to adjust their tactics in order to keep up with the ever-changing retirement landscape.

Investors should have realistic performance expectations when investing international funds, said Dan Lefkovitz, a mutual fund analyst for Morningstar Inc.

Morningstar's database of hedge funds, excluding funds-of-funds, returned an average of 1.98% during the fourth quarter of 2007, outperforming the MSCI World Index and the Standard & Poor’s 500 Index.

The rapid growth in the exchange-traded fund arena is increasing the complexity of capital gains taxes, writes the Wall Street Journal.

DALLAS – As the subprime mortgage crisis unfolded in the latter part of 2007 and took its toll on the municipal market – specifically the bond insurance industry – one sector of tax-exempt mutual funds was quietly outperforming all other categories.

According to Morningstar, four formerly closed foreign small/mid-value funds have opened their doors to investors.

A little-known hedge fund was a big contributor to last summer’s subprime mortgage crisis, while the fund itself profited from its skillful swaps, writes the Wall Street Journal.