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.
State Street Wants Companies to Disclose Climate-Related Strategies
By Bernice NapachThe third largest asset manager has issued a 4-point disclosure guide for oil and gas, utilities and mining companies.
August 17, 2017
DFA Announces Second Leadership Shakeup This YearCo-CEO Eduardo Repetto is leaving; current co-CIO Gerard O'Reilly will replaces him in September.
August 17, 2017
Plaintiffs Win Decade-Long Tibble v. Edison Case Over 401(k) Fund FeesWith Wednesday's ruling, "the employees and retirees move one step closer to a final judgment and damages awarded," says plaintiffs' attorney Schlichter.
August 16, 2017
Just Say No to the S&P 500, GMO Warns InvestorsGMO's James Montier and Matt Kadnar make the case for international and emerging market stocks over the U.S.
August 15, 2017
How 20-Somethings Invested Their 401(k)s, Then and NowThe millennials of 2015 and the Gen Xers of 1996 both invested heavily in equities, but the composition of those investments has changed.
August 15, 2017
Brokerage ‘Kickbacks’ From Exchanges Draw ScrutinyWilliam Galvin of Massachusetts has written to Fidelity, Schwab, Morgan Stanley and others asking how they route orders to exchanges.
August 15, 2017
Solving the Issues Caused by Target Date FundsTDFs make life easier for plan participants but can cause headaches for the fiduciary who is tasked with analyzing the different offerings.
August 14, 2017
Stock Market Shrugs Off Strong EarningsAlmost 75% of S&P 500 companies have reported stronger-than-expected earnings, but that hasn't led to strong gains in the market.