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.
Don't Expect Active Funds to Outperform When Market Drops
By Bernice NapachAn S&P Dow Jones Indices report finds that few active mutual funds outperform on a risk-adjusted basis over time.
June 05, 2019
A New Era of Scale in the Private Capital MarketsThe top 20 managers by size currently control almost 30% of global private fund assets. What does this mean for the business?
May 30, 2019
LPL Cuts ETF Fees for RIAsTransaction costs for State Street, Invesco and WisdomTree ETFs will drop to $4.95 in the second half of the year.
May 29, 2019
13 Best & Worst Broker-Dealers: Q1 Earnings, 2019Financial companies reported results that, generally speaking, were better than expected, thanks to strong recruiting and other activities.
May 28, 2019
Allianz's El-Erian to Head College at Cambridge UniversityThe economist and author -- who coined the phrase 'new normal' during the financial crisis -- will take up the position in October 2020.
May 28, 2019
How to Avoid GreenwashingAsset managers know the shady method exists, but here's how they see through the scam.
May 28, 2019
Alternatives' Classification ConundrumA wide disparity exists within alts categories. Here's what advisors can do to avoid a return surprise.
May 28, 2019
More Commission-Free ETFs for PlatformMeanwhile, the latest Morningstar research finds that the average expense ratio of exchange-traded and mutual funds continues to decline.