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 Issues Tax Guidance for Small Funds Investing in MLPs
By Melanie WaddellThe new tax law will affect deferred tax assets and liabilities related to MLPs.
January 03, 2018
Schwab Adds 12 Commission-Free ETFs to PlatformA dozen new ETFs are added to its ETF OneSource platform effective today nine stock funds and three bond funds.
January 02, 2018
Preventive Medicine for PortfoliosWhy the long/short equity category deserves a look.
January 02, 2018
10 Data Points Investors Should Be Watching Now: JPMorgan’s KellyDavid Kelly, chief global strategist for JPMorgan Funds, offers his Top 10 list for the new year.
December 29, 2017
How to Lean Against the Biases in 2018Humans are shockingly susceptible to bad ideas and poor decisions that metastasize into damaging behavior. But with effort, we can do better.
December 29, 2017
Active and Smart Beta ETFs Record Robust InflowsAsset increases were largest since the financial crisis, ETFGI reports.
December 28, 2017
Will Advisors Finally Embrace ESG and Sustainable Investing in 2018?It could be a key factor in attracting next-generation and female clients.
December 26, 2017
Bond Investors' Next Big Trade Is Betting on U.S. HomeownersCredit risk transfer buyers will suffer first if default rates rise.