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.
These Mutual Fund Companies Offer Great Business-Building Support: Cogent
By Emily ZulzThese 10 wholesalers earned the strongest satisfaction with business-building support among advisors.
February 28, 2018
TIAA Is the Big Winner in 2018 Lipper Awards for Fund FamiliesThe Thomson Reuters Lipper Fund Awards honor fund families and hundreds of mutual funds for consistent risk-adjusted performance over three, five and 10 years.
February 27, 2018
What's Driving the Growth of Sustainable Assets?The entry of big traditional investment managers should accelerate fund flows, a report says, as groups like Putnam move to launch more ESG-focused products.
February 26, 2018
Investors Have 'Given Up' on Active US Stock Funds: MorningstarInvestors were "eager to embrace" U.S. equity funds but "in the form of low-cost offerings only, it seems," Morningstar says.
February 26, 2018
Use These 10 ESG Factors to Avoid Riskiest Investments in 2018Sustainalytics "10 for 2018" report focuses on "10 ESG risks that could have a significant impact on shareholder value" in 2018 and the industries that are most affected.
February 26, 2018
Investors Have ‘Given Up’ on Active US Stock Funds: MorningstarInvestors were eager to embrace U.S. equity funds but in the form of low-cost offerings only, it seems, Morningstar says.
February 26, 2018
Use These 10 ESG Factors to Avoid Riskiest Investments in 2018Don't just think of ESG factors as representing an opportunity to own assets because of corporate policies and practices concerning the environment or…
February 23, 2018
VIX Fund Blowups Spur Regulators to Hunt for Potential MisconductThe SEC and CFTC are reviewing trading since Feb. 5, when volatility started to spike and short VIX funds plummeted.