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.
Active Funds Are Performing Better — for Now
By Bernice NapachMorningstar's Active/Passive Barometer shows better performance by active funds this year but not long term.
August 25, 2017
ETF, ETP Inflows Through July Nearly Equal 2016 TotalAssets in smart beta funds and products hit a new record, ETFGI reports.
August 24, 2017
Ratings Agencies Warn About Failure to Raise Debt CeilingFitch Ratings says it will review the U.S. credit rating if the government has to prioritize debt service payments.
August 24, 2017
Treasury Bill Rates Surging as Debt-Ceiling Deadline ApproachesRates jumped after Trump threatened a government shutdown to get Congress to pay for Mexican border wall.
August 23, 2017
Advisors Sticking With Active Investments: Practical PerspectivesMost advisors have not changed their overall use of actively managed solutions in the past 12 months.
August 22, 2017
Vanguard Files for ETF Covering Entire US Corporate Bond MarketIt has a filed preliminary registration statement with the SEC, with an expected launch date in the fourth quarter.
August 21, 2017
Are You Ready for T+2?The shorter settlement period for trades two days instead of three has implications for financial advisors.
August 21, 2017
VelocityShares Launches Libor Rate ETNs: Portfolio ProductsAlso, Principal Financial launches a new retirement design solution.