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.
Retail Channels Gobbling Up Bigger Share of Assets
By Ginger SzalaCerulli credits IRA rollovers for an ongoing migration of assets from institutional to retail channels.
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.
October 23, 2018
Rolling Bear Market in U.S. Equities Getting Hard to Shake OffThe S&P 500 is down 7% since its late September record high, but some individual stocks in the index have suffered much greater losses.
October 22, 2018
Add Alts to Target Date Funds? Policy Report Says YesAdding alternative investments to TDFs can increase returns while decreasing downside risk, the authors argue.
October 22, 2018
Could Schwab Be Next With 'Free' Funds?Speculation is strong after CEO Walt Bettinger spoke about the firm's competitive strategy during its third-quarter earnings call.