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.
Muni Bond Markups: Soon No Longer a Secret for Some Trades
By Martin Z. BraunThe new disclosure applies only when a dealer buys and sells the same security in one day and not on bonds sold from its inventory.
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.
April 09, 2018
Yield Curve Entering Danger Zone as Inversion Reappears on RadarThe two-year Treasury is approaching the yield of the 10-year Treasury note, which raises the risk of an inverted yield curve, a harbinger of recession.