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.
Treasury Raises Borrowing Outlook, Projects $769B Needed in 2nd Half
By Saleha MohsinThe Treasury is boosting sales of bills, notes and bonds to help finance a widening budget gap.
July 30, 2018
Top-Performing Active Funds Lack Staying Power: StudyThe latest S&P Persistence Scorecard shows that few top-performing active funds stay on top over different three- and five-year periods.
July 30, 2018
When Will Wells Fargo's Scandals End?As the bad news and advisor departures continue, experts debate Wells Fargo's future and what the wealth industry can learn from its scandals.
July 30, 2018
IRS, Treasury to Issue 529 Plan RegsThe regulations will reflect tax law changes affecting 529 plans as they relate to tuition refunds, K-12 education and rollovers to an ABLE account.
July 26, 2018
Oranj Adds Pimco, WisdomTree to 'Free' Investing PlatformUsers of software firm's "freemium" wealth management platform now have access to 56 model portfolios and 542 mutual funds and ETFs.
July 23, 2018
Bondholders Tire of Losing Out When Funding Failed AcquisitionsOne of the failed transactions in investors' thoughts is the Aetna-Humana deal.
July 23, 2018
Fund Flows Reverse; Outflows Top $22 Billion in June: MorningstarMutual funds and ETFs experienced their biggest outflows since August 2015.
July 23, 2018
Why Low-Cost Index Investing Is Not Necessarily Low RiskIndex investors are facing a huge risk that few appreciate, a T. Rowe Price portfolio manager warns.