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.
10 Lessons From the Fall Frenzy of Financial Activity
By Daniel S. KernThe relatively short time between Labor Day and Thanksgiving is a blur of activity in the investment industry.
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.
October 27, 2017
Retirement Saving Checklist: 15 Things to Know That Can Lead to SuccessUsing this checklist, clients can be better prepared for retirement by assessing their behavior and actions around retirement saving.
October 26, 2017
John Bogle Warns: Vanguard Is Getting Too Big"Economies of scale just can't keep going on much longer," the founder and former CEO of the mutual fund giant says.