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.
Can Unemployment Rates Predict Recessions? Recessionomics, Pt. 2
By Mike PattonPart II of this series examines the duration and severity of each recession, the change in unemployment, and consider when the next recession may occur.
June 11, 2018
FANG Mania Could Come Back to Bite InvestorsDisney and Netflix have similar market caps. Which valuation is more anchored in reality?
June 08, 2018
Are Low-Cost Mutual Funds Now Competitive With ETFs?Pershing reports that advisor assets on its platform favored low-cost mutual funds over ETFs in the first quarter.
June 06, 2018
Single Target-Date Fund Investment by 401(k) Participants Surges: VanguardAdoption of auto-enrollment has led to a big increase in TDF use, Vanguard says.
June 05, 2018
Advisors, Don't Waste Your Time on Manager Selection: Research AffiliatesResearch Affiliates is warning advisors that past is not prologue.
June 05, 2018
SEC Adopts Fund E-Delivery Rule, Seeks Comment on Updating Fund DisclosuresThe new rule, SEC chief Clayton said, "significantly modernizes delivery options for fund information."
June 05, 2018
Want to Be a 401(k) Superhero to Your Small-Business Clients?Even the "father of 401(k)s" says the business has gotten too complex. He and others say they have found better small-business solutions.
June 05, 2018
Self-Directed 401(k) Balances Surged in Q1: SchwabTwo-thirds of participant allocations went to mutual funds and equities, with Apple the top equity holding.