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.
AssetMark Launches 'Bucketed' Framework for Retirement Clients: Portfolio Products
By Emily ZulzMeanwhile, Catalyst Funds debuted a fund that invests in securities backed by assets like aircraft, student loans and mortgages.
February 07, 2019
JPMorgan Thrust Into Middle of Venezuela's Debt DisputeTrading in Venezuela's defaulted debt has grounded to a halt, a development that typically would prompt JPMorgan to yank the notes from its indexes.
February 04, 2019
Bill Gross Leaves Bond Field With 'A Few Super Bowl Rings' and Some DingsAfter his famous split from Pimco, where he built a total return legacy, returns and asset flows proved more elusive.
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.