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.
401(k) Fund Fees Fell Substantially Since 2000: ICI
By Emily ZulzICI's research also finds that participants who invest in mutual funds in their 401(k) plans tend to hold lower-cost funds.
June 25, 2018
Think Outside the Style BoxesThe wholesale adoption of the style grid has created performance-destroying incentives. Here's a smarter way to classify investments.
June 22, 2018
When It Comes to Factor Funds, Bad Design HurtsSome factor funds may be falling behind, but it's the strategies, not the factors themselves, that are underperforming, Northern Trust argues.
June 22, 2018
Morningstar's May Winners & LosersMorningstar assigned new analyst ratings to five U.S. funds and upgraded ratings for 11 funds.
June 21, 2018
How Ariel Uses Its Diversity as a Competitive Advantage: Mellody HobsonMore than half of Ariel's staff are women, and minorities are better represented than in most of the rest of the industry.
June 19, 2018
The $3 Trillion Thumb on the Bond-Market ScaleManagers of the huge retirement funds appear to be in the midst of a big shift into bonds.
June 18, 2018
Fidelity Cuts Target Date Fund Fees as Competition Heats UpIn addition to cutting fees on target date funds, Fidelity is adding long-term Treasuries and TIPS as investment options.
June 15, 2018
Can Unemployment Rates Predict Recessions? Recessionomics, Pt. 2Part II of this series examines the duration and severity of each recession, the change in unemployment, and consider when the next recession may occur.