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.
Top Performing Robo-Advisor Portfolios in 2019
By Michael S. FischerThe biggest names underperformed in unsettled market conditions, a personal finance site reports.
June 10, 2019
Don't Expect Active Funds to Outperform When Market DropsAn S&P Dow Jones Indices report finds that few active mutual funds outperform on a risk-adjusted basis over time.
June 07, 2019
Fidelity Trims Fees on Target Date Index Funds, Undercutting VanguardThe cuts are equivalent to a 14% price reduction on entry level share classes.
June 06, 2019
UBS Echoes Wall Street Peers by Warning of 'Fragile' ConditionsBanks have been warning of a second-quarter slump as a host of risks — from the burgeoning trade war to Brexit and escalating tension between the U.S. and Iran — weigh on investor sentiment.
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.