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.
Retirement Saving Checklist: 15 Things to Know That Can Lead to Success
By Marlene Y. SatterUsing this checklist, clients can be better prepared for retirement by assessing their behavior and actions around retirement saving.
October 25, 2017
Fidelity Rolls Out New Bond Fund and 2 Lower-Priced Share ClassesThe Fidelity Short-Term Bond Index Fund can be bought with fees as low as 3 basis points.
October 24, 2017
Buy the Dip Is a Losing Strategy in the Bond MarketThe author believes bond yields will soon move higher.
October 23, 2017
AI-Powered Equity ETF Launches on NYSE Arca: Portfolio ProductsIn other product news, IndexIQ launches two actively managed municipal bond ETFs.
October 20, 2017
Making the Case for Strategic Beta as Fees PlungeAs strategic beta funds get cheaper and more plentiful, Morningstar's Ben Johnson and Schwab's Tony Davidow offer their analysis and advice.
October 20, 2017
ESG Investing: More Training, Better Data Will Increase DemandMore analysts and portfolio managers are embracing ESG investing, but many receive no training in that area, according to a new CFA Institute survey.
October 19, 2017
Orion Advisor Services Launches Free Peer-to-Peer Model MarketplaceOrion partnered with Russell Investments, BlackRock and CLS Investments on its new "Orion Communities."
October 17, 2017
Marc Faber Asked to Leave Sprott Board After Racist ReportSprott CEO calls recent newsletter comments by the investor and commentator "contradictory" to companys views.