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 10 Advisor-Sold 529 Plans
By Bernice NapachThese plans tend to have higher fees but more investment options than the plans consumers can buy on their own.
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.
March 27, 2019
Mutual Fund Assets Start Year With a Growth Spurt: CerulliETF assets have now fully recovered from the fourth-quarter downturn, Cerulli reports.
March 25, 2019
Hoya Capital Launches Housing ETF: Portfolio ProductsMeanwhile, FTSE Russell launched its Digital Assets Index.
March 21, 2019
Rent the Runway Becomes Unicorn With Mutual Fund BackingThe venture has just raised $125 million from investors like Franklin Templeton and T. Rowe Price.