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.
Morningstar’s December Winners & Losers
By Janet LevauxThe research group also gave new ratings to 50 funds and affirmed ratings on 70 others.
January 16, 2018
BlackRock’s Fink: Companies Must Make ‘Positive Contributions to Society’The CEO of the world's biggest asset manager just made a huge ESG push.
January 12, 2018
16 Best Fund Managers of 2017: MorningstarFour of the 16 will win Morningstar's Fund Manager of the Year award in their respective categories later this month.
January 11, 2018
Buffett Says Stock Ownership Became More Attractive With Tax CutShareholders own 20% more of domestic corporate earnings as a result of the corporate tax cut, explains Buffett.
January 08, 2018
How to Use RMDs to a Client’s Advantage: Morningstar’s BenzChristine Benz talks to ThinkAdvisor about how to "add a little art" to RMDs, a big RMD mistake to avoid, and investing strategies for pre-retirees.
January 08, 2018
More Cryptocurrency ETFs Are Coming: Portfolio ProductsREX Shares and investment manager Brian Kelly partner to develop a line of ETFs tied to cryptocurrencies.
January 08, 2018
ETF Managed Portfolio Assets Grew by 3.7% in Q3: MorningstarMany strategies fell short of their benchmarks in the quarter, Morningstar reported.
January 05, 2018
Gary Shilling Makes the Case for Low InflationThe economist and money manager explains why long-term rates are not necessarily heading higher while the Fed hikes rates.