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.
Envestnet | PMC Unveils Gender-Focused Impact Strategy: Portfolio Products
By Emily ZulzIn addition, AlphaCore launched a new fund to make statistical arbitrage readily accessible to the public.
September 18, 2017
UBS Launches Products Tied to UN Development Goals: Portfolio ProductsFour new mission-driven issuers join the ImpactUs Marketplace, while SummerHaven launches a liquid private equity index.
September 17, 2017
New S&P Index to Hedge Against Rising College CostsThe S&P Target Tuition Inflation Index is designed to protect college savings from losing value due to inflation.
September 14, 2017
Goldman Starts Smart Beta ETF Price WarThe move not only intensifies competition in smart beta but between smart beta and actively managed funds possibly even passive index funds.
September 14, 2017
SEC Continues Crackdown on Mutual Fund Share ClassesSEC is acting against two firms over their use of more expensive Class A shares and 12b-1 fees.
September 13, 2017
Gundlach Weighs In on ‘Wack-O’ Times in the MarketHe sees further strength in the dollar, trouble ahead tied to the reversal in QE and weak commodity prices.
September 12, 2017
The Declining Fiscal Health of America’s CitiesMunicipal revenues are expected to grow much more slowly in 2017 while expenditures remain steady and state and federal aid continues to decline.
September 11, 2017
Morningstar’s August Winners & LosersClose to 50 mutual funds get new analyst ratings from the research firm, while 95 have their ratings affirmed.