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.
SEC to Consider Accredited Investor Expansion Next Week
By Melanie WaddellThe agency will also consider allowing performance fees to be charged in retail funds.
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
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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.