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.
'Specificity' Advised for RIAs in Wake of SEC Self-Reporting Initiative
By Nick ThorntonAttorneys discuss language used in Form ADV filings.
April 18, 2019
Is This the Age of the Active Manager?Active managers have seen a drop in inflows, but that could all change with a bear market, says Morningstar.
April 18, 2019
Here's Why There Aren't More Muni Green BondsThere's no incentive when underwriting fees tend to be higher, according to a study from the business school at Stanford University.
April 17, 2019
Is the Financial Transaction Tax Just a 'Crazy Democratic' Idea? Bloink & Byrnes Go Thumb to ThumbBloink and Byrnes share their opinions about the viability of the tax and the implications if this bill is passed.
April 15, 2019
'Set It and Forget It' Plan Design Could Harm 401(k) InvestorsNew research from Morningstar challenges conventional wisdom on replacing mutual funds.
April 11, 2019
Betterment for Advisors to Add DFA FundsThe Dimensional Fund Advisors offerings will be the first mutual funds on the Betterment platform.
April 10, 2019
Bad Behavior Cost Equity-Fund Investors 5 Percentage Points in 2018: DalbarDalbar's 25th annual Quantitative Analysis of Investor Behavior report explores whether underperforming investors are made or born.
April 09, 2019
SEC OKs a Nontransparent Active ETF Strategy, but Will Investors Care?The approval could pave the way for an influx of such ETFs, but industry analysts aren't convinced about investor demand.