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Examples

  • Performance, meanwhile, has been a mixed bag: According to Morningstar, 529 plans lagged their retail mutual-fund counterparts in four out of seven fund categories on an annualized basis over the five-year period ended October.

    College Saving Gets Trickier

  • Investors can open them at a bank, brokerage or mutual-fund company, and the accounts offer a variety of investment choices.

    College Saving Gets Trickier

  • Many states, for example, charge additional plan-management fees, so the average fees tend to be higher than their mutual-fund counterparts, according to Morningstar, which recently started rating 529 plans available at www.morningstar.com/goto/529map .

    College Saving Gets Trickier

  • On Thursday, the five largest Canadian banks wrote a joint letter to U.S. regulators saying the Volcker rule will "seriously disrupt" Canada's mutual-fund industry and violates Canada's rights under the North American Free Trade Agreement.

    Euro Not in Doubt, Says E.U. Markets Chief

  • The latest week marks the fifth consecutive week of mutual-fund inflows reported by ICI.

    Bond Funds Draw More Buying

  • They include an alleged failure by Citigroup to provide mutual-fund investors with prospectuses in a timely fashion, a person familiar with the investigation said.

    Citigroup Weighs Overhaul in Tokyo

  • WSJ: What do you look for in mutual-fund managers?

    Professor's Advice: It's Best to Be Bored

  • The mutual-fund industry began offering products based on this idea in the 1970s, and Morningstar Inc. recently identified 199 mutual funds and 23 exchange-traded funds as socially responsible.

    Are Bank Stocks 'Responsible'?

  • During the quarter, U.S. mutual-fund investors withdrew an estimated $71 billion from U.S. stock funds through Sept. 21, according to the Investment Company Institute.

    Spooked Investors Make a Run for Safety

  • Marla Alvarado, Augustana College College professor David Snowball runs a funds website on the side After contributing to a couple of other sites for mutual-fund investors that have since shut down—most recently, FundAlarm, where he was a senior analyst—Mr. Snowball launched Mutual Fund Observer last year.

    Professor's Advice: It's Best to Be Bored

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