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.
How Exposed Is Your Long/Short Manager?
By Cliff Stanton, CFAMake sure you know how much market exposure your long/short manager is taking to generate returns.
June 26, 2018
Retirement Assets Slipped Slightly in Q1: ICIRetirement assets accounted for 34% of all household financial assets in the United States at the end of March.
June 25, 2018
10 Reasons Finance Is Going to Keep ChangingWhen I was speaking at an investment conference I was asked a question I wasn't prepared for: "What do you think the financial-services industry will look like in five or 10 years?"
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.