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.
It's a 'Unique Time' for Fixed Income: Schwab Strategist
By Dinah Wisenberg BrinWith yields the highest in 20 years, Cooper Howard notes, bonds promise investors income and ballast.
September 24, 2026
SEC to Consider Accredited Investor Expansion Next WeekThe agency will also consider allowing performance fees to be charged in retail funds.
September 22, 2026
Amid Uncertainty, Family Offices Shift Toward Public EquitiesNearly half of respondents to a Citi Wealth survey increased their public stock exposure during the year.
September 10, 2026
Jeffrey Gundlach: 6 Investing Tips for This 'Dangerous Market'There are as many bargains in the cap-weighted S&P 500 as in a hotel minibar, the billionaire investor quips.
August 20, 2026
IRS Floats Regs on Eligible Trump Account InvestmentsEligible investments must be broad-based, low-fee stock index funds or ETFs, the proposed framework states.
August 06, 2026
The Fund-Investor Return Gap Is Shrinking, and Advisors HelpedAdvisors' increased focus on holistic portfolio management may have curbed trading, Morningstar's Jeffrey Ptak says.
July 30, 2026
Jeffrey Gundlach: Passive Investing a 'Trap' Amid Huge Tech IPOsInvestors choosing the passive approach should prioritize equal-weighted indexes, Gundlach suggests.
July 07, 2026
PRO
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.