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.
10 Stock Picks From the Best Fund Managers: Morningstar
By Michael S. FischerOne way to pick stocks is to follow the smart money.
August 09, 2024
10 Best Growth Stocks to Buy and Hold: MorningstarThere are some growth-stock deals to be found as value stocks gain the upper hand, analysts say.
July 09, 2024
The Fund Fee War Might Be Slowing Down: MorningstarThere were more fee increases than decreases among both passive and active funds for the first time since 2019.
July 05, 2024
Putting Retirement Portfolios to Work to Produce IncomeAt Morningstar's conference, Christine Benz and others discussed retirement needs and income strategies to meet them.
July 02, 2024
RBC to Pay $75K for Excessive Sales ChargesRBC failed to provide mutual fund sales charge waivers and fee rebates, FINRA said.
June 26, 2024
Franklin Templeton Now Offers SMAs on UBS PlatformsThe accounts will give UBS advisors access to Franklin Templeton's custom indexing solution for personalized portfolios.
June 24, 2024
How to Channel 10 Client Fears Into Investment OpportunitiesIf your clients' worries are keeping them out of the market, try flipping the script.
June 18, 2024
Vanguard Reopens Primecap FundsVanguard determined the two active equity funds have sufficient investment capacity to reopen, without restriction.