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.
A Good Week for the S&P 500 Held More Bad News for Active Funds
By Sarah Ponczek and Elena Popina"June was a setback for what might have been a record year for active managers," Bank of America strategists wrote.
July 03, 2018
Factor Investing Hits and Misses for Q2S&P Dow Jones' latest dashboard of factor index performance shows some surprising wins and and potential omens.
July 03, 2018
Emerging-Market Carnage Sidesteps IndiaThe nation's benchmark S&P BSE Sensex Index rose 7.5% the second quarter in local-currency terms, the best performance among developing nations.
July 03, 2018
U.S. Yield Curve Flattest Since August 2007 as Long Bonds SoarThis is the gap between the 5-year and 30-year Treasury; the spread between the 2-year and 10-year has also shrunk.
July 03, 2018
How Retirement Preparedness Varies by ProfessionWorkers in blue- and gray-collar fields are more unprepared, less informed and offered fewer options by employers than white-collar workers.
July 02, 2018
Don't Expect Active Funds to Outperform in a Bear MarketActively managed funds repeatedly underperform passive ones despite their ability to manage risks, a new S&P Dow Jones study finds.
June 27, 2018
New DOL Bulletin Muddies ESG WatersA recent interpretation explains that fiduciary responsibility should take precedence over ESG policies.
June 27, 2018
International/Global and Impact Asset Managers of the YearThe International/Global Winner WCM Investment Management and Impact Winner ClearBridge Investments review what helped make 2017 a success for their portfolios.