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.
A $20T BlackRock-Vanguard Duopoly Is Investing’s Future
By Rachel Evans, Sabrina Willmer, Nick Baker & Brandon KochkodinA world where two asset managers call the shots, with wealth exceeding U.S. GDP and almost everyone as a customer, is closer than you think.
December 01, 2017
Risks Lurk in DOL Rule Exemption for ‘Clean Shares’Problems lie ahead if Labor issues "too broad" or "too narrow" a definition of clean mutual fund shares, says Aron Szapiro of Morningstar.
November 30, 2017
Top 5 Advisor-Recommended TDFs in 401(k)sThe amount of 401(k) assets in TDFs has increased phenomenally, says one expert. Here are the top 5 advisors are recommending.
November 29, 2017
Alibaba Bump: 89% of Funds That Own It Are Beating BenchmarkIn comparison, only 52% of funds that don't own Alibaba are beating their benchmark.
November 28, 2017
Tax Cut Bill Could Wallop Muni Bond MarketThe House and Senate tax cut bills would adversely impact the economies, bond issues and home prices in high-tax states.
November 28, 2017
Vanguard, Passive Giant, to Roll Out First Active ETFs in USFive of the seven funds will be targeted at advisors, and will begin trading in the first quarter of 2018.
November 27, 2017
New Kids on the BlockA look at the strategies of interval and tender offer funds and what's inside their portfolios.
November 27, 2017
4 Hot Trends to Buy Into Before Year EndsBefore we bid our final adieu to 2018, we offer one last look at tradeable sectors for Q4 and beyond.