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.
WisdomTree Launches Two Actively Managed Multifactor ETFs: Portfolio Products
By Emily ZulzAlso, Vanguard plans to launch an actively managed global credit bond fund in November.
August 08, 2018
Bill Gross' Bond Fund Assets Fall to Lowest Since November 2014Redemptions and investment losses have pushed assets down to where they were soon after Gross took over fund management.
August 06, 2018
Understanding ESG Ratings: A Brief Primer From Celent"There is no common standard for ESG reporting due to self-reporting by companies and data content providers each having their own ranking system in place," notes Celent.
August 06, 2018
Defiance ETFs Launches Virtual Reality ETF: Portfolio ProductsAlso, Swell Investing introduced an ESG portfolio of 400 public equities diversified across sectors.
August 03, 2018
Some Good News About Actively Managed FundsActively managed large-cap core equity funds in July experienced their best performance in nearly five years compared to their benchmarks, according to Merrill.
August 03, 2018
Liquid Alts Face Headwinds in Strong Stock Market: StudyMorningstar research finds that alternative mutual funds have yet to show their benefits.
August 02, 2018
Apple Becomes First U.S. Company to Hit $1 Trillion ValueApple's shares have almost tripled in price since its founder, Steve Jobs, died in 2011.
August 01, 2018
Fidelity Unleashes No-Fee Index FundsTwo funds will have no expenses or minimums, and 21 other funds will have no minimums and one low fee for retail and institutional investors.