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.
Mutual Fund Assets Start Year With a Growth Spurt: Cerulli
By Michael S. FischerETF assets have now fully recovered from the fourth-quarter downturn, Cerulli reports.
March 20, 2019
BlackRock Cuts Fee on iShares S&P 500 Mutual Fund for Its Biggest InvestorsThe new fee will be effective in July for investors with $2.5 billion in assets.
March 20, 2019
Gary Shilling: A Recession Is Coming, and Maybe a Bear Market, TooThe recessionary indicators are numerous.
March 19, 2019
Jumpy Investors Continue to Flee Stocks: MerrillChina slowdown is global fund managers' top concern, Merrill survey finds.
March 19, 2019
Why Proxy Votes Are Important for ESG InvestingTraditional asset managers talk the ESG talk, but do they walk the proxy vote walk?
March 18, 2019
Passive Market Share to Overtake Active in 2 Years: Moody'sDespite market volatility late last year that should have created more opportunities for active managers, passive flows did not decline.
March 15, 2019
ESG Investing Hits Hurdles in DC Plan Market401(k) participants are all for investing in sustainable products, but plan sponsors are wary, Cerulli reports.
March 14, 2019
Self-Directed 401(k) Balances Fell 10% in Q4: SchwabSchwab breaks down these investors' performance and their biggest holdings.