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.
Top-Performing Active Funds Lack Staying Power: Study
By Bernice NapachThe latest S&P Persistence Scorecard shows that few top-performing active funds stay on top over different three- and five-year periods.
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.
July 19, 2018
Index Funds Are Going to Be Just FineInflows have slowed? Actively managed funds would like to have that problem.
July 18, 2018
Target Date Funds Aren't the Retirement Bull's-EyeFew investors understand their cost and risks.
July 16, 2018
ImpactAssets Unveils Portfolio Directory of Impact Investing DealsAlso, Broadridge launched a cloud-based wealth management solution and Fi360 expanded its Fiduciary Focus Toolkit.