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.
Index Funds Are Going to Be Just Fine
By Barry RitholtzInflows have slowed? Actively managed funds would like to have that problem.
July 13, 2018
Morningstar's June Winners & LosersMorningstar assigned new ratings to seven funds and upgraded ratings for 10 funds.
July 13, 2018
Big Index Changes Are Coming Soon, and Many Advisors Are UnawareMany big media and tech stocks, including Disney, Facebook and Google, will be affected.
July 12, 2018
Morningstar Launches Its Own Funds for AdvisorsThe SEC registration for the Morningstar Funds Trust is now effective, allowing Morningstar to begin converting its Morningstar Managed Portfolio assets to Morningstar Funds.
July 11, 2018
Bond Giants Bet $100 Billion on Growth. It Hasn't Paid OffThe luminaries of high finance have staked more than $100 billion in one of the boldest bond bets of the post-crisis era: That a global economy firing…
July 11, 2018
The Strange Marriage Between Stock Prices and Recessions: Recessionomics, Pt. 3In this third part on recessions, I will look closely at how stock prices react prior to, and during, a recession, as well as the role GDP plays in stock performance.
July 11, 2018
AUM Tracking Survey Posts First Drop Since 2015An SS&C survey that tracks 15 publicly traded asset managers found a drop in Q1.
July 10, 2018
Corporate Bonds Are Getting JunkierSome of the 'beef' inside the life insurance and annuity casings could be grayer than you think.