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.
Schwab: Here's Where Self-Directed 401(k) Investors Are Putting Their Money
By Michael S. FischerMillennials allocated more to ETFs and cash than their older counterparts.
September 25, 2018
DOL Rule Is Dead, but Clean Shares Will Live On: CerulliClean shares make mutual funds more competitive with ETFs, Cerulli says.
September 24, 2018
Vanguard Launches 2 New Low-Cost ESG ETFs: Portfolio ProductsAlso, TCA by E-Trade expanded its ETF trading platform.
September 24, 2018
A Massive Shift in Stock Sector Classifications Starts TodayFacebook and Alphabet, Google's parent, leave the tech sector for the new communications sector.
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.