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.
A Simple Framework to Prepare for the Next Bear Market
By Josh VailThe aging bull market should push advisors to protect client gains. Alternative strategies can help. Here are some, demystified.
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.
October 22, 2018
10 Due Diligence Questions to Ask Absolute Return ManagersAbsolute return strategies may help buffer portfolios against a downturn, but the landscape is quite large.
October 22, 2018
VanEck Launches ETF Focused on Video Gaming, Esports: Portfolio ProductsAlso, Barings launched its first equity mutual fund in the U.S.
October 18, 2018
Invesco Stays Active With OppenheimerFunds DealEarlier, Invesco acquired a portfolio of exchange-traded funds from Guggenheim Partners.
October 18, 2018
ICI Pushes Bills to Reform SIFI Process"Regulated funds and their managers continue to live under the threat of inappropriate SIFI designation," said ICI's Schott Stevens.
October 18, 2018
Invesco to Acquire OppenheimerFunds From MassMutual LifeThe deal follows the firm's acquisition of ETFs from Guggenheim Partners in April.