Mutual Funds

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INVESTING MUTUAL FUNDS OCT 29, 2007
Fund company marketing brochures miss sweet spots

Financial advisers focus only on sales brochures and fund information that is germane to their financial practices; otherwise, marketing efforts fail to attract their attention, even momentarily, according to a soon-to-be released report.

INVESTING MUTUAL FUNDS OCT 25, 2007
Fidelity announces multi-managered group

Fidelity's VIP Contrafund Portfolio will be managed by a multi-manager group of seven managers.

INVESTING ETFS OCT 24, 2007
Barclays debuts iPath ETNs

Barclays has launched eight exchange-traded notes to track commodities on NYSE Arca today.

INVESTING ETFS OCT 24, 2007
Claymore unveils dividend-rotation ETF

The Claymore/Zacks Dividend Rotation ETF will follow the Zacks Dividend Rotation Index from Zacks Investment Research Inc.

INVESTING MUTUAL FUNDS OCT 22, 2007
Sales of B shares continue to wane

Dwindling assets and intense regulatory scrutiny continue to take their toll on mutual fund B shares, which at the current rate of attrition are likely to become nearly extinct inside five years.

INVESTING MUTUAL FUNDS OCT 22, 2007
Fund focuses on world's fast-growing markets

It is difficult to evaluate funds and strategies that haven't yet established a track record, but the <b>Aston/Neptune International Fund (ANIIX) </b>comes to market with a certain pedigree and a legitimate strategy for investing outside the United States.

INVESTING MUTUAL FUNDS OCT 22, 2007
A round of applause for style drift

Let's say you paid $7 each back in early 2003 for 1,000 shares of a struggling Cupertino, Calif.-based personal-computer and consumer electronics company that was trading at a fire sale price based on a classic fundamental- valuation metric.

INVESTING ETFS OCT 17, 2007
New ETF follows MarketGrader indexes

SPA ETFs, an affiliate of London &amp; Capital, today launched its first U.S. equities-focused ETF on the American Stock Exchange.

INVESTING FINTECH OCT 15, 2007
Advisers offered new rating yardstick

Financial advisers who are frustrated over perceived shortcomings in mutual-fund- rating systems soon will have a new prism through which to view funds.

INVESTING MUTUAL FUNDS OCT 15, 2007
Franklin Resources ripped on Sudan

In its quest to push for divestment in Sudan, the San Francisco Bay Area Darfur Coalition has decided to go underground to fight a major mutual fund company.

INVESTING ETFS OCT 15, 2007
State Street spins out more SPDRs

State Street Global Advisors today launched three new fixed-income exchange traded funds on the American Stock Exchange.

INVESTING ETFS OCT 15, 2007
ETFs face loss of seed money

Hundreds of exchange traded funds may not see the light of day, because seed capital for such funds is drying up.

INVESTING ETFS OCT 11, 2007
U.S. ETF assets up to $554 billion

ETF assets increased by 9.7% in September, as 15 new funds were launched, according to State Street.

INVESTING LIFE INSURANCE AND ANNUITIES OCT 08, 2007
Advisers, providers remain skeptical on ETF-based annuities

More than two years after the launch of the first variable annuity based on exchange traded funds, VA providers and financial advisers are still ap-proaching the product with caution.

INVESTING ETFS OCT 08, 2007
Powershares to offer laddered-treasury ETFs

PowerShares will expand its family of fixed-income exchange traded funds on Oct. 11.

INVESTING MUTUAL FUNDS OCT 08, 2007
Manager avoiding wild price swings

Investing in the commodities markets without actually buying commodities enables the managers of the <b>RS Global Natural Resources Fund</b> (RSNRX) to look beyond such basics as the fluctuating price of corn.

INVESTING LIFE INSURANCE AND ANNUITIES OCT 08, 2007
Advisers, providers remain skeptical on ETF-based annuities

More than two years after the launch of the first variable annuity based on exchange traded funds, VA providers and financial advisers are still ap-proaching the product with caution.

INVESTING ETFS OCT 08, 2007
Help investors diversify intelligently

Financial planners and investment advisers apparently are doing their jobs well &#x2014; their clients and other individual investors are diversifying their investments as never before.

INVESTING ETFS OCT 08, 2007
TDAX Funds offers play on the life cycle fund market

With the launch of the first-ever life cycle exchange traded funds, TDAX Funds Inc. plans to muscle in on the fast-growing life cycle mutual fund market.

INVESTING MUTUAL FUNDS OCT 08, 2007
Tool lets advisers create client investment plans

To introduce brokerage customers to its life cycle mutual funds, John Hancock Financial Services Inc. has unveiled a free Internet tool that allows advisers to generate investment plans for clients.