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.
Target-Date Funds Enjoyed Record Flows in 2017: Morningstar
By Michael S. FischerLow-cost passive series attracted 95% of new assets last year.
May 03, 2018
10 States With the Fewest Social Security RecipientsIn most of these states, 15% or more of the population is collecting Social Security retirement benefits.
May 03, 2018
10 States With the Fewest Social Security RecipientsIn most of these states, 15% or more of the population is collecting Social Security retirement benefits.
May 02, 2018
Fed Leaves Rates Unchanged, Says Inflation Close to TargetDespite the rise in inflation, Fed policymakers still expect gradual increases in the fed funds rate.
May 02, 2018
U.S. Increases Debt Sales as Deficit Grows, Plans 2-Month BillsThe Treasury is increasing sales of 3-, 10- and 30-year Treasuries by $1 billion each in the next auctions.
May 02, 2018
New Carbon Risk Score Launched by MorningstarGoing beyond measuring a carbon footprint, the new score measures firms' preparedness for a lower-carbon economy.
May 01, 2018
The Flatter US Yield Curve Is Roiling Mom and Pop InvestorsTheir purchases of some structured debt products with initially high yields are now returning little or no income as well as capital losses.
April 30, 2018
Here's How Far Fund Fees Have Fallen in 20 YearsFor index domestic equity funds, upward of 90% of net inflows last year went to funds with the lowest fees, ICI reports.