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.
How Fixed Annuities Beat Mutual Funds in a DOL Fiduciary Rule Asset Table
By Allison BellThe reason for the odd 10-year growth results lies deep in the heart of Federal Reserve financial data.
April 17, 2024
Here's What the Future of Investing Looks LikeThe Massachusetts Investors Trust turns 100 this year, and QQQ turns 25. Both tell us about what's coming.
April 10, 2024
10 Best Large Active Stock Funds of Q1, 2024: MorningstarFunds with big bets on the Magnificent 7 stocks had a strong first quarter and outperformed their passive counterparts.
April 08, 2024
15 Portfolio Spring-Cleaning Tips: Advisors' AdviceTidying up a client's portfolio can save them time, hassle and money, according to this group of financial advisors.
April 03, 2024
Commonwealth Must Pay SEC $93M Over Revenue SharingCEO Wayne Bloom said the firm is "exploring all options to continue to defend our position."
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
March 21, 2024
Rob Arnott: On AI, 'Never Short-Sell a Bubble'Investors can avoid the messiness with gains that "average out" of the market, the Research Affiliates head tells ThinkAdvisor.
March 20, 2024
S&P Tops 5,200 as Fed Backs Rate-Cut ViewThe index reached a new high as Fed officials maintained their outlook for three rate cuts this year.