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.
DOL Rule Is Dead, but Clean Shares Will Live On: Cerulli
By Melanie WaddellClean shares make mutual funds more competitive with ETFs, Cerulli says.
September 20, 2018
Is Fixed Income ESG Investing the New Frontier?ESG investing goes beyond picking the right equities; fixed income ESG can round out an investors socially responsible portfolio.
September 18, 2018
How to Play the Bond Market as the Yield Curve FlattensInsights from strategists Kathy Jones and Collin Martin from the Schwab Center for Financial Research.
September 18, 2018
SEC's New Form N-CEN Filing Deadline Kicks in for Some FundsThe SEC also announced on Sept. 11 XML schema changes for N-PORT and N-CEN that take effect Oct. 1.
September 18, 2018
1 in 5 Investors Can't Name the Funds They Own: ReportFidelity and Vanguard stand out for brand awareness, Hearts & Wallets finds.
September 17, 2018
Senators Unveil Bill Requiring Corporate Disclosure of Climate Change RisksThe Climate Risk Disclosure Act was introduced by Sen. Elizabeth Warren and co-sponsored by seven other Democratic senators.
September 17, 2018
American Century, Janus Henderson, Oppenheimer Launch ETFs: Portfolio ProductsAlso, DWS and Innovator Capital Management introduced ETFs.
September 17, 2018
Advisors, Not Their Clients, Should Lead on ESG InvestingThat's the conclusion of multiple presenters at this year's Sustainable Investing Conference sponsored by Gitterman Wealth Management.