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.
Who Are the Top Active Managers of 2019?
By Ginger SzalaOn May 1, winners of the Envestnet and Investment Advisor Asset Manager Awards will be named during the platform provider's annual advisor conference.
April 19, 2019
'Specificity' Advised for RIAs in Wake of SEC Self-Reporting InitiativeAttorneys discuss language used in Form ADV filings.
April 19, 2019
Professional Fund Buyers See a Challenging Year Ahead: NatixisA Natixis poll finds professional fund buyers selectively use alternatives and favor active management.
April 19, 2019
Vanguard Tops Q1 Flows: MorningstarThe fund giant took in $62 billion, more than its next three competitors combined, according to a research analyst.
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.