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.
Is the Financial Transaction Tax Just a 'Crazy Democratic' Idea? Bloink & Byrnes Go Thumb to Thumb
By Robert Bloink | William H. ByrnesBloink and Byrnes share their opinions about the viability of the tax and the implications if this bill is passed.
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.
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.