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.
More Evidence Active Management Won't Outperform in Volatile Markets
By Bernice NapachA new Merrill analysis shows that most actively managed equity funds underperformed their benchmarks during a very volatile October.
November 02, 2018
Retail Channels Gobbling Up Bigger Share of AssetsCerulli credits IRA rollovers for an ongoing migration of assets from institutional to retail channels.
November 01, 2018
Better Bond Market Expected Next Year: Schwab's Kathy JonesThe poor performance by the bond market this year could turn around in 2019, says Kathy Jones, chief fixed income strategist at Charles Schwab. "Inflation…
November 01, 2018
Vanguard CEO to Become Chairman on Jan. 1Tim Buckley will succeed Bill McNabb, becoming the fourth chairman of the investment firm in its 43-year history.
October 31, 2018
How Independent Advisors Invest Client Assets: Schwab StudyThey favor low-cost core holdings in ETFs and mutual funds, according to a new Schwab study.
October 26, 2018
Mutual Fund Fees to Fall Nearly 20% by 2025: PwCAUM will continue to rise, the consultancy reports.
October 25, 2018
A Simple Framework to Prepare for the Next Bear MarketThe aging bull market should push advisors to protect client gains. Alternative strategies can help. Here are some, demystified.
October 24, 2018
Stock Selloff Erases All of This Year's GainsThe Nasdaq, which is still in positive territory for the year, plunged 4.4% on Wednesday, its biggest single-day slide since August 2011.