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.
AUM Tracking Survey Posts First Drop Since 2015
By Michael S. FischerAn SS&C survey that tracks 15 publicly traded asset managers found a drop in Q1.
July 10, 2018
Some Commenters Tell the SEC They Still See Annuity ProblemsYou may think there's already enough oversight. Some consumers, and some financial professionals, disagree.
July 09, 2018
Winning and Losing Asset Managers Grow Farther Apart: StudyIncreasing revenues no longer guarantee that profits will march in step.
July 09, 2018
A Good Week for the S&P 500 Held More Bad News for Active Funds"June was a setback for what might have been a record year for active managers," Bank of America strategists wrote.
July 05, 2018
Are TDFs Shorting Retirement Investors?Center for Retirement Initiatives makes a hard sell for alts in target-date funds.
July 03, 2018
Investment-Grade Bond Investors Brace for Rising Tide of M&ALife insurers have huge corporate bond holdings. All of those jumbo deals are jostling the corporate bond market.
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.