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.
Global Fund Flows Had Worst Year Since 2011: Morningstar
By Michael S. Fischer"Risk aversion was most evident among fixed income funds" in 2018, according to Morningstar.
February 04, 2019
Bill Gross to Retire From JanusThe news comes nearly 4 1/2 years after Gross' dramatic departure from Pimco.
February 04, 2019
How Concentrated Are Fund Assets?A new report from Broadridge shows the concentration of assets differs among open-end and closed-end funds, ETFs and variable annuities.
January 31, 2019
Ease Elder Clients Into New Year With These IdeasIdeas for getting a retiree's house in order, and risks to those over 75 years.
January 30, 2019
The Growing Global Supply of Green BondsS&P Global Ratings forecasts moderate growth while the broader global bond supply is nearly flat.
January 29, 2019
Fixed Income Is Big Gainer as Investors Seek Safety: CerulliCerulli's look at investment flows for 2018 shows some duck-and-cover into fixed income for 2019.
January 28, 2019
Advyzon Adds Riskalyze Access to Its Advisor Portal: Portfolio ProductsAlso, American Beacon Advisors expands its fund lineup, while Defiance ETFs lowers fees on QTUM.
January 28, 2019
FINRA to Crack Down on 529 Plan Share Class RecommendationsTo be eligible for a new voluntary disclosure program, broker-dealers must self-report to FINRA Enforcement by noon on April 1.