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.
SEC Letter OKs Disbursement Delay if Elder Fraud Suspected
By Melanie WaddellIM Division says it would not bring an action against a mutual fund or transfer agent for temporarily delaying the disbursement of redemption proceeds from the fund.
June 01, 2018
Understanding the Power of CITsCITs provide attractive options for retirement plan sponsors in carrying out their fiduciary responsibilities.
June 01, 2018
Vanguard's Asset Growth Is SlowingNet inflows into Vanguard funds had half the grow rate of flows into iShares funds in April, according to Morningstar.
May 31, 2018
How to Take a Passive Approach to Sustainable InvestingIn its new report, Morningstar outlines why passive ESG investment is growing, and what advisors need to be wary of.
May 31, 2018
30 Best Paying College Majors: 2018ThinkAdvisor curated PayScale's starting salary rankings for 489 majors gathered from 2.3 million US employees.
May 30, 2018
Bond Legend Bill Gross Had a Nightmare Day YesterdayHis Janus fund recorded its biggest one-day loss in four years; other bond funds soared thanks to the steep drop in yields
May 29, 2018
Retirees Moving Less, in More Ways Than OneRetiree surprises in United Income study; Schwab reveals misconceptions of TDFs; annuities a big hit with retired women
May 25, 2018
How Higher Bond Yields Will Lead to Lower YieldsSeasoned bond market watcher and economist John Lonski of Moody's explains