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.
Morningstar's October Winners & Losers
By Marlene SatterMorningstar added ratings for four more SMAs.
November 12, 2018
Tigershares Launches Internet Titans ETF: Portfolio ProductsAmplify ETFs also launched a new ETF, which seeks uncapped exposure to the S&P 500, while buffering against the possibility of significant losses.
November 09, 2018
SEC Launches Targeted Exams of Mutual Funds, ETFsPete Driscoll, head of the SEC's exam division, also said Friday that cybersecurity and crypto will be 2019 exam priorities.
November 08, 2018
280 CapMarkets Expands Bond Trading Platform for RIAsThe platform, BondNav, will soon include corporate bonds in addition to munis.
November 08, 2018
Often Ignored, Closed-End Funds Have Some Big AdvantagesThe actively managed income-producing funds certainly aren't alone in trying to buck the trend to passive investments.
November 08, 2018
Investors Pushing Advisors Hard for Income Growth: Advisor IndexEaton Vance's Advisor Top-of-Mind Index shows change in investors' top priority.
November 07, 2018
4 Big Funds Upgraded by Morningstar in 2018One biggie is Pimco Total Return, which has beat its benchmark since Bill Gross' departure.
November 07, 2018
Victory Capital to Acquire USAA Asset ManagementThe unit includes USAA's mutual fund and ETF businesses.