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.
New Rules, New Tips for 529 Funding
By Robert Bloink | William H. ByrnesAdvisors should remember that tax reform has expanded the universe for 529 savings even for clients with young children.
January 15, 2019
Morningstar's December Winners and LosersMorningstar recently published its summary of upgrades, downgrades and new fund ratings.
January 15, 2019
Beware These Early Warning Signs of an Upcoming RecessionBesides a flattening or inverted yield curve, there are many other indicators that advisors should be watching.
January 15, 2019
Bill Gross' Shrinking Vanity Fund Mostly Harms HimselfThe former bond king can't stop the withdrawals, with assets now below $1 billion.
January 14, 2019
Vanguard Holds Half of PG&E's $920 Million Municipal BondsPG&E intends to file for bankruptcy by the end of this month due to losses from California fires.
January 14, 2019
Data Picks Investments, Stories Sell ThemHow investment products are created and sold now is the reverse of two decades ago.
January 08, 2019
Direct-to-Investor Platforms to Grow to Over $9 Trillion by 2022: CerulliThe four largest platform providers account for 84% of the segment's assets, Cerulli reports.
January 07, 2019
Natixis Launches Mirova International Sustainable Fund: Portfolio ProductsNatixis Investment Managers launched a new international equity mutual fund which utilizes the sustainable investing experience of its sustainable…