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.
13 Best & Worst Broker-Dealers: Q1 Earnings, 2019
By Janet LevauxFinancial companies reported results that, generally speaking, were better than expected, thanks to strong recruiting and other activities.
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.
May 24, 2019
Muni-Junk Titan Nuveen Starts Fund to Take Advantage of DefaultsNuveen is among the biggest investors in high-yield muni bonds; closed-end fund prospectus registered Thursday with the SEC.
May 24, 2019
Asset Managers Lagged Behind Market Recovery in Q1A new Moody's report shows the market rebound was not reflected in asset managers' asset flows, revenues or earnings.
May 23, 2019
Vanguard Launches Actively Managed ESG FundFor now, the fund has much lower expense ratios than normal actively managed social responsible funds.
May 22, 2019
SEC Urges Advisors to Look Beyond AMLMoney laundering isn't the only suspicious activity advisors need to watch out for, exam chief Pete Driscoll says.
May 21, 2019
SEC Gives Final Nod to First Nontransparent ETF StrategyThen American Century follows with first SEC filing to trade ETFs that use it.