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.
Gundlach's Stock Market Warning Comes True
By Dani BurgerDeteriorating junk bonds threaten equity-market darlings; correlation had reached its most negative level in three years.
November 03, 2017
Nationwide Joins Insurers' Move to Passive With Smart-Beta ETFsThese are the companys first passive products to reach the market.
November 02, 2017
GOP Tax Plan Spares 401(k)s, Targets IRAsWhile retirement savings provisions look to be unaltered, the bill eliminates the recharacterization of IRA contributions.
October 30, 2017
How Advisors Really Use Morningstar Fund RatingsA recent Wall Street Journal investigation found the ratings have a limited value, but most advisors already knew that.
October 30, 2017
Say Hello to a New Low-Cost Index Fund; Latest Thinking on Active vs. PassiveInvesting in the 1,000 largest U.S. companies became cheaper and the competition between low-cost index providers got stiffer when Charles Schwab rolled out its index ETF comprising the 1,000 largest U.S. stocks on Oct. 11.
October 30, 2017
Franklin Templeton to Launch 16 Passive ETFsWith fees of 9 to 19 basis points, the fund firm joins the low-priced ETF space with country-specific and regional products.
October 30, 2017
VictoryShares Introduces High Dividend Emerging Market ETF: Portfolio ProductsColumbia Threadneedle Investments launched a new target date solution.
October 30, 2017
Don’t Forget Japanese Stocks When Investing in Developed MarketsThe Nikkei 225 has just reached a 21-year high, outperforming U.S. and European markets.