The Forbes Mutual Fund Honor Roll

Mutual funds focused on dividend stocks and real estate investment trusts, his largest holding being the Fidelity Dividend Plus Fund. Ben Felix spent his early 20s studying mechanical engineering and playing varsity basketball in Boston. Upon ...

In a case involving whistleblowers at Fidelity Investments, the U.S. Supreme Court on Monday agreed to consider whether mutual fund employees are subject to the same whistleblower protections as those who work for publicly traded companies. Two ...

Portfolio- Mutual Funds Fidelity Investments has rolled out a target volatility strategy, the Fidelity VIP Target Volatility Portfolio. Offered exclusively through variable annuity and variable life insurance products, the portfolio seeks to manage ...

Fidelity Investments, the second-largest mutual-fund company, introduced a multi-asset-class investment product that seeks to limit risk by avoiding sharp swings in the value of its holdings. The Fidelity VIP Target Volatility Portfolio, available ...

Mutual funds want in on ETFs and Fidelity joins T. Rowe Price ( TROW ) and Franklin Resources ( BEN ) as the latest to get regulatory approval to launch its own series of actively-traded ETFs. The company is expected to open a line focused on ...

A new fund, Old Mutual Fidelity Strategic Bond from Old Mutual Investment Mgt Ltd, is scheduled for launch on April 30, 2013.Fundswire understands the fund will have unit[s]

Fidelity gets SEC approval for an actively managed ETF series as TD Ameritrade launches ETF Knowledge Center As the exchange-traded fund industry gains a larger foothold in the U.S. capital markets, both Fidelity Investments and TD Ameritrade are ...

Americans have collectively invested trillions of dollars in mutual funds in search of big gains in the rising stock market. Giving your money to a professional manager may seem like a no-brainer: Who would be better equipped to deliver ...

Some mutual fund managers have been called closet indexers for their investment styles, but with the lower fees associated with the exchange traded fund structure, managers could get away with more in an active ETF offering. Closet indexers have ...