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.
Beware of Bank Loan ETFs and Mutual Funds
By Bernice NapachBank loans have multiple risks investors may not be aware of, according to AllianceBernstein bond strategists.
September 12, 2018
Vanguard Names Its First Risk ChiefThe $5 trillion asset manager taps the head of its Equity Index Group, Joseph P. Brennan.
September 10, 2018
Younger Workers Favor Target Date Funds: StudyTDFs' heavy equity focus for early-career employees attracts younger investors, a report from EBRI and ICI says.
September 10, 2018
6 Economic Predictions for Next 5 Years: Northern TrustPolicy disruptions due to political swings and "stuckflation" all figure into Northern Trust's forecast.
September 07, 2018
What's the Key to Broader Adoption of ESG Investing?Cerulli research indicates that more wealth management firms are building out ESG capabilities for investors and advisors.
September 06, 2018
Mutual Fund Fee Wars Will Encourage Bad BehaviorInvestors are more likely to churn their portfolios as costs drop to nothing.
September 06, 2018
Vanguard Launches Total World Bond ETFThis fund of funds invests in two Vanguard bond ETFs -- one domestic and one international.
September 05, 2018
4 Questions to Ask the Ultra-Wealthy ClientThese questions will help you understand their family structure and sometimes complex tech needs.