Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
IRS Floats Regs on Eligible Trump Account Investments
By Melanie WaddellEligible investments must be broad-based, low-fee stock index funds or ETFs, the proposed framework states.
July 07, 2026
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Clients May Need Advisor Help as Target-Date Fund Annuities Gain SteamLifetime income products are expected to proliferate within retirement plans. Clients will have complex choices to make.
June 18, 2026
7 Best Under-the-Radar Funds: MorningstarThese mutual funds and ETFs are among the high-rated offerings beyond the biggest fund families, according to Susan Dziubinski.
June 15, 2026
Fidelity to Launch Its First Mutual Fund ETF Share ClassesThe share classes will be added to municipal income, real estate and short-term bond mutual funds.
June 10, 2026
8 Investment Moves Jeffrey Gundlach Is Making NowThe DoubleLine CEO is pulling back on gold and worrying about the costs of data centers.
June 03, 2026
Wellington to Buy Hartford Funds for $1.9B in Wealth PushThe deal is expected to be completed in the first quarter of 2027.
May 05, 2026
With Alts in 401(k)s, DOL Hopes to Spur Product InnovationEBSA head Daniel Aronowitz envisions investments that widen the pool of available asset classes while still mitigating risks.
April 29, 2026
Vanguard Adds Morningstar Name to Equity Funds Tracking BenchmarksOne analyst questioned how the rebrand benefits the giant asset manager.