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.
Jeff Gundlach Says It's Time to Short Facebook
By John Gittelsohn, Katia Porzecanski and Hema ParmarAt the Sohn Conference, he also recommended an oil and gas ETF.
April 16, 2018
3 More Warning Signs That a Seismic Shift in Bonds Is ComingThere are several red flags to watch, but it's not all bad news for bond investors.
April 16, 2018
Wall Street's $6 Trillion Man Larry Fink Is Worth $1 BillionFink isn't as rich as his old boss Stephen Schwarzman but he oversees about $6 trillion more in assets.
April 16, 2018
BlackRock Sees ETF Crunch Even as Assets Reach $6.3 TrillionNet flows into its iShares exchange-traded funds fell 46% in the first quarter to $34.6 billion from a year earlier.
April 16, 2018
The Backdoor Roth IRA: Investing Rules of the BackroadsHere's a workaround for higher income clients who are technically barred by IRS income limits on Roth contributions.
April 13, 2018
Investor Enthusiasm Takes a Beating in Q2: E-TradeAmong 947 self-directed active investors, bullish sentiment fell to 52%, down 16 percentage points from the first quarter.
April 10, 2018
What the Heck Is a UIT and How Do You Invest in Them?UIT Investing, a Chicago-based startup, has developed a research platform to help advisors analyze client opportunities in this product.
April 10, 2018
Morningstar's March Winners & LosersMorningstar assigned new analyst ratings to nine U.S. funds, as well as upgraded and downgraded seven funds respectively.