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 February Winners & Losers
By Emily ZulzMorningstar medalists currently account for approximately 6% of unique mutual funds available for sale.
March 19, 2018
MSCI Gets Ready to Add China A Shares to Select IndexesThe A shares, which trade on the Shanghai and Shenzhen exchanges, will be added as partial weights to MSCI indexes, on June 1.
March 19, 2018
T. Rowe Price Launches Multi-Strategy Total Return Fund: Portfolio ProductsAlso, BNY Mellon added an actively managed multisector bond fund to its distribution platform.
March 16, 2018
Investors Have Issues With Corporate America's New Bond IssuesBorrowers might eventually have to pay life insurers more for credit.
March 15, 2018
Active Fund Managers Missed a Chance to Be HeroesBy selling shares of gunmakers, they could have looked good and shed some dogs.
March 14, 2018
SEC Proposes to Amend Open-End Funds' Liquidity RequirementsUnder the plan, funds would discuss in their annual report the operation and effectiveness of their liquidity risk management program.
March 14, 2018
Growth and Value Stock Indexing Are Both Broken: Nicholas ColasBoth classification create "potentially risky sector concentrations versus broader market averages," writes the author.
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.