Reuters Money

Zap zombie funds within your portfolio

November 1, 2011

zombie index fundsDo you have zombie index funds within your portfolio?

Instead of eating up your brains, they devour your nest egg with high expenses and walking dead performance. They may be lurking within your 401(k)-type plan or individual retirement account.

Tactical asset allocation might become your new normal

October 17, 2011

Market volatility is like a headache that hangs on. The cure may lie in shifting your mind from keenly focusing on risk instead of returns.

Behind the Oceanstone Fund’s long run as a Lipper Leader

August 29, 2011

When an equity mutual fund receives Lipper’s highest rating of five for consistently superior, risk-adjusted three-year performance — along with other funds in the top 20 percent of its category—it may catch your attention.

“Sleep Well” funds: Where to invest for a good night’s rest

August 17, 2011

The following is a guest post by Lawrence Carrel, author of “ETFs for the Long Run” and “Dividend Stocks for Dummies.” The opinions expressed are his own.

Beaten down by market turmoil? The case for hedged mutual funds

August 11, 2011

The following is a guest post by Juliette Fairley. A frequent contributor to USA Today, Investor’s Business Daily, Bloomberg Wealth Manager and The New York Times, she is also the author of three personal finance and investing books. The opinions expressed are her own.

Duties for independent mutual fund directors piling up

July 20, 2011

The people whose job it is to protect shareholders’ investments in mutual funds nowadays — members of fund boards of directors — not only may be called on to do more things than any time since the Investment Company Act of 1940 created their positions; but they also have more power than ever before when dealing with the managements whom they oversee.

Investors warm up to emerging market bonds

July 14, 2011

Talk about a paradigm shift.

In the late 1990s, the Asian currency crisis and Russia’s massive debt default crushed bonds issued in emerging markets in Asia, Europe and Latin America. Just three years ago, emerging market bonds tumbled as investors ran from anything that smelled of risk.

How safe is your money-market fund?

July 12, 2011

Here’s a $12 trillion question: Are money-market mutual funds safe?

The industry insists that they are and banking regulators aren’t calling in the National Guard, although the U.S. Treasury Department is considering some emergency measures in case of a U.S. debt default.

How to find your investing sweetspot

July 7, 2011

Dan Greenshields, CFA, is President of ING DIRECT Investing, a subsidiary of ING Bank, fsb. The opinions expressed here are his own.

How to avoid a China stock shock

July 5, 2011

Despite inflation worries, corporate accounting irregularities and drab stock market returns, China’s growth story continues to attract love from Wall Street.