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.
Wall Street's $6 Trillion Man Larry Fink Is Worth $1 Billion
By Tom MetcalfFink isn't as rich as his old boss Stephen Schwarzman but he oversees about $6 trillion more in assets.
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.
April 09, 2018
Envestnet Tamarac Introduces Quick Start Offering: Portfolio ProductsIn other product news, T. Rowe Price closed a fund to new investors.
April 09, 2018
Watch the Dow to Gauge Trade War WorriesThe 30-stock market-weighted Dow is dominated by stocks that source or sell globally.
April 06, 2018
SEC Slams PNC, Securities America, Geneos With $15M Fine Over Share Class ViolationsThe three firms put clients into higher-cost mutual fund shares with 12b-1 fees.