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 Extends Liquidity Rule Deadline for Open-End Funds
By Melanie WaddellFunds now have six more months to implement the final rules classification requirement.
February 19, 2018
12 Best & Worst Broker-Dealers: Q4 Earnings, 2017The quarter's results for many firms included one-time charges related to the Tax Cuts & Jobs Act.
February 15, 2018
Vanguard Launches Its First Actively Managed US ETFsAnalysts weigh in on the significance of the fund behemoth's new factor-based funds.
February 14, 2018
Tax Law Guts Fannie’s Bottom Line; Needs $3.7B From U.S.The mortgage finance company lost over $6 billion in the fourth quarter because asset values declined as a result of the new tax law.
February 14, 2018
US Companies Lag on Corporate Governance: Allianz Global InvestorsThe firm just launched a proxy voting tool disclosing its votes on shareholder and management proposals, including "no" votes on 45% of U.S. comp proposals.
February 13, 2018
Bill Restores Tax Exemption for Advance Refunding BondsThe exemption, repealed in the Tax Cuts and Jobs Act, is important to states and local governments, a co-sponsor of the bill said.
February 13, 2018
Small-Bank Bill Said to Be Headed for Senate Vote; State Treasurers CheerA key priority for state treasurers is the designation of municipal bonds as high-quality liquid assets.
February 13, 2018
Morningstar’s January Winners & LosersThe research group also gave new ratings to three funds and affirmed ratings on 92 others.