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.
Active Fund Managers Missed a Chance to Be Heroes
By Eric BalchunasBy selling shares of gunmakers, they could have looked good and shed some dogs.
March 12, 2018
Transamerica, Businessolver Launch Wealth and Health Integration: Portfolio ProductsIn other product news, Virtus adds a small-mid cap fund and Allianz Life launches a fixed indexed annuity.
March 08, 2018
Women Make Up Smaller Share of Fund Managers Today Than in 1990: MorningstarOnly about 11% of portfolio managers are women even though female-run funds do not underperform, Morningstar found.
March 07, 2018
Top Trends Shaping Advice Industry: FidelityAs the urgency around Labor's fiduciary rule has faded, other concerns weigh more heavily on advisors' minds.
March 06, 2018
Asset Managers Are Big Beneficiaries of the Corporate Tax Cut: Moody'sBut firms that offer primarily actively managed funds still suffer from sluggish asset flows,
March 06, 2018
SEC Releases Updated FAQ on Liquidity Risk Management ProgramsGuidance focuses on sub-advised funds, In-Kind ETFs, and funds' use of Form N-Port.
March 05, 2018
Morningstar Expands Quantitative Rating System via Machine LearningThe new rating system essentially extends the firm's Analyst Rating system to thousands more funds.
March 05, 2018
3 Vanguard Funds to Transition Benchmarks: Portfolio ProductsIn other product news, Davis Advisors launched an international ETF.