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.
Here's How Far Fund Fees Have Fallen in 20 Years
By Michael S. FischerFor index domestic equity funds, upward of 90% of net inflows last year went to funds with the lowest fees, ICI reports.
April 30, 2018
Why Responsible Investing Is Not Limited to ESGAdvisors would do well to include morally responsible investing in their array of SRI offerings.
April 30, 2018
Mutual Fund and ETF Fees Fall to Record Lows: MorningstarMorningstar's annual fund fee study shows an 8% year-over-year drop, the biggest in 17 years.
April 29, 2018
How Active Managers Shine: Envestnet | PMC & Investment Advisor Asset Manager AwardsThis year's award winners will be announced and honored in May at the Envestnet Advisor Summit; winners also will be profiled in the July issue of Investment Advisor.
April 26, 2018
Morningstar Prepares to Launch Its Own FundsIn an amended filing with the SEC the mutual fund rating agency and portfolio strategist discloses the nine funds that will become the Morningstar Funds Trust.
April 26, 2018
LPL Cuts Pricing Across Corporate, Hybrid RIA PlatformsThe firm plans to launch a no-transaction-fee mutual fund network.
April 24, 2018
Trump's DOL Upends Guidance on ESG InvestmentsLabor's new guidance has left some investors scratching their heads.