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.
Betterment for Advisors to Add DFA Funds
By Bernice NapachThe Dimensional Fund Advisors offerings will be the first mutual funds on the Betterment platform.
April 08, 2019
Top 10 Advisor-Sold 529 PlansThese plans tend to have higher fees but more investment options than the plans consumers can buy on their own.
April 08, 2019
State Street Global Advisors Launches Two Sector Rotation ETFs: Portfolio ProductsAlso, Betterment removed the minimum account balance for retail clients to use its Flexible Portfolio.
April 04, 2019
Vanguard Plans First Commodities FundThe actively managed fund will be low-cost and requires a minimum $50,000 investment.
April 02, 2019
'The Most Powerful Man on Wall Street That You've Never Heard of' Is RetiringDavid M. Blitzer, the managing director and chairman of S&P Global's index committee, is retiring this August.
April 01, 2019
Fearless Girl Sponsor State Street Not So Fierce in Proxy VotesThe firm failed to support 80% of votes addressing gender equity and diversity over the past three years, Morningstar reports.
April 01, 2019
WisdomTree Restructures 2 Funds: Portfolio ProductsIn other product news, an impact investment opportunity launched that aims to fix the gender disparity in small business lending.
March 27, 2019
How to Invest With an Inverted Yield CurveMoney market funds, CDs and short-term Treasuries are attractive assets in the current low-rate environment.