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.
More Bad News About Active Funds' Performance
By Bernice NapachMorningstar's latest active/passive barometer shows that the performance gap has grown.
August 17, 2018
$1.5 Trillion in Corporate Cash Is Coming to AmericaBlackRock, JPMorgan Chase and Fidelity Investments are among asset managers racing to create new strategies for clients who want to repatriate funds.
August 17, 2018
How Fund Investors Use Sustainability RatingsA new Morningstar report shows that some sustainability ratings are more important than others to investors.
August 15, 2018
How Investors Choose Their Mutual Funds: ICI SurveyThey appear to favor lower fees more than the industry does.
August 14, 2018
Morningstar's Winning & Losing Funds for JulyMorningstar's research analysts assigned new ratings to six funds, as well as upgraded ratings for five funds and downgraded ratings for eight funds.
August 14, 2018
Global Fund Managers Pushing More Into U.S. Equities: MerrillInvestors, though, remain very worried about a trade war.
August 13, 2018
Turkey's Collapse Sinks Emerging Markets on 'Manic Monday'After comments from President Erdogan of Turkey, the rout in assets spilled over into other developing economies.
August 13, 2018
Identify the Best Active Equity FundsFunds that consistently pursue a narrowly defined investment strategy while taking high-conviction positions outperform.