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.
Bitcoin: Gambling Vehicle or Portfolio Asset?
By Bernice NapachWhat should advisors say when clients ask about Bitcoin, whose price has surged over 1,000% this year but can lose thousands of dollars within hours?
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.
November 26, 2017
ETF Assets Predicted to Surge 73% by 2020: EY Global ReportRIAs were biggest buyers of ETFs in 2016, as report says industry will need to do more than just be inexpensive.