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.
Morningstar’s January Winners & Losers
By Janet LevauxThe research group also gave new ratings to three funds and affirmed ratings on 92 others.
February 12, 2018
Riskalyze Rolls Out Retirement Solutions: Portfolio ProductsIn other product news, Metaurus Advisors and Franklin Templeton add new ETFs.
February 12, 2018
Will Bigger Deficits and Higher Yields Crush Stocks?Here's what investors should be watching now for signs of further stock and bond price drops.
February 07, 2018
New Data on Mutual Fund Families May Surprise AdvisorsAdvisors can use CFRA's ratings on funds and fund families alone or to check on Morningstar's fund ratings.
February 05, 2018
Monthly ETF Inflows Reach Record High in January: State StreetEquity ETFs had the biggest inflows, and international equity ETFs accounted for about one-third of them.
February 05, 2018
Powell Takes Over at Fed With Economy Primed to Heat UpIn his swearing in the new Fed chair pledged to explain the central bank's policy moves.
February 05, 2018
What Higher Yields Mean for Stock and Bond PortfoliosHigher bond yields are expected to remain a fixture in financial markets, which has implications for both stocks and bonds.
February 02, 2018
FTSE Russell Launches Indexes Focusing on Women on Boards: Portfolio ProductsIn other news, Orion launches a direct-indexing tool and AssetMark launches a blended active/passive strategy.