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.
Fidelity Rolls Out New Bond Fund and 2 Lower-Priced Share Classes
By Janet LevauxThe Fidelity Short-Term Bond Index Fund can be bought with fees as low as 3 basis points.
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.
October 17, 2017
Fed Needs a New Party Line on InflationAfter a while, continual special factors become a deflationary trend in a world where production capacity and labor exceed demand.
October 16, 2017
3 Female Portfolio Managers Share Their Investing PicksThis is the Raymond James Womens Symposiums first portfolio management panel in its 23-year history.
October 15, 2017
More Sustainable Investments Are Beating the CompetitionBarron's and Morningstar find that a growing percentage of sustainable funds are outperforming conventional funds.