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.
Bond Investors' Next Big Trade Is Betting on U.S. Homeowners
By Claire BostonCredit risk transfer buyers will suffer first if default rates rise.
December 22, 2017
James Investment Research Launches Its First Biblically Responsible ETF: Portfolio ProductsBNY Mellon launches a global multi-asset income fund, and WisdomTree debuts two new ETFs.
December 21, 2017
US Stocks Will Gain, but More Slowly, in 2018, Analysts SayUnderpinning those gains next year: corporate tax cuts and a growing economy.
December 20, 2017
Foreign Stock Markets Seen as Hot Investment in 2018Developed and emerging markets will continue to benefit from continued low interest rates and government reform.
December 20, 2017
Bitcoin, Tech Stocks Are the Most Crowded Trades: MerrillTwo-thirds of investors expect U.S. tax reform to result in higher bond yields and higher stocks next year, according to a Merrill survey.
December 19, 2017
Morningstar Finds Its Analyst Ratings Can Predict Future PerformanceA Morningstar study fund that gold ratings for actively managed equity funds were especially predictive.
December 15, 2017
Debt-Hungry Pensions Seen Having Fewer Bonds Under Tax BillOne weird side effect of the proposed changes is that corporations may borrow less.
December 15, 2017
New Active Funds: The Better They Do, the More You PayAllianceBernstein will launch a series of advisor-sold actively managed funds whose fees are tied to performance.