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.
DOL Fiduciary Rule Helped Reduce Conflicts in Fund Sales: Morningstar
By Melanie WaddellThe rule "accelerated an existing trend," Morningstar's Aaron Szapiro said.
November 19, 2018
SEC Releases Updated FAQ on Forms N-PORT, N-CENFAQ guidance sets out compliance dates for both forms.
November 19, 2018
The Big Switch: From Country Musician to Financial Advisor"I always had a financial mentality," Troy Von Haefen, former guitarist for Lee Ann Womack, told ThinkAdvisor.
November 18, 2018
Morningstar Managed Portfolios Can Now Access Morningstar Funds TrustThe trust consists of nine active multi-manager funds with expense ratios ranging roughly from 50 to 130 bps.
November 16, 2018
Daniel Kahneman: Your Intuition Is Wrong, Unless These 3 Conditions Are MetAt the World Business Forum, Kahneman explained when people can trust their intuitive judgment and when they shouldn't.
November 15, 2018
Vanguard Launches Another Actively Managed Bond FundThe Vanguard Global Credit Bond Fund invests in U.S. and international investment-grade credit markets.
November 15, 2018
10 New 2019 Tax Numbers to KnowThe IRS has issued tax year 2019 inflation adjustments for more than 60 tax provisions.
November 15, 2018
Help Your Clients Look Beyond the S&PWhat to do when your client asks why their portfolio is down when the market is up.