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.
SEC Proposes to Amend Open-End Funds' Liquidity Requirements
By Melanie WaddellUnder the plan, funds would discuss in their annual report the operation and effectiveness of their liquidity risk management program.
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.
March 05, 2018
BlackRock Puts Pressure on Gun IndustryThe industry is coming under pressure not only from the survivors of the Parkland, Florida, high school shooting and their supporters but from asset managers, pension funds and politicians